StockDriftsStockDriftsTop 40 Team Hewins, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 25.8% | 1.75M | $94.3M | -0.89%(-15.61K) | $28.73(+102.22%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 17.55% | 917.9K | $64.2M | -0.26%(-2.38K) | $41.52(+74.23%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 14.32% | 951.8K | $52.4M | -1.30%(-12.57K) | $31.59(+82.17%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 14.04% | 411.4K | $51.3M | -0.54%(-2.24K) | $76.56(+67.39%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 10.12% | 935.4K | $37.0M | -0.95%(-8.99K) | $26.62(+58.28%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.11% | 155.7K | $15.0M | -5.10%(-8.36K) | $54.80(+70.90%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.01% | 134.1K | $11.0M | -0.02%(-27) | $68.48(+23.95%) | 2026-06-30 | |
| IWO | ISHARES TR | 2.76% | 25.6K | $10.1M | -4.66%(-1.25K) | $222.49(+77.42%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 1.05% | 99.1K | $3.8M | -5.01%(-5.23K) | $28.57(+42.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.86% | 4.2K | $3.1M | +0.26%(+11) | $443.78(+74.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.93% | +59.88% | — | — | +69.22% |
| Top 20 Holdings Unweighted | +14.41% | +49.74% | — | — | +60.54% |
Team Hewins, LLC reports $365.54M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are DFIV (25.8%), DFAT (17.6%) and DFUV (14.3%). The top 20 holdings account for 97.78% of reported assets. Its disclosed equity book has returned +59.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Team Hewins, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964760). View Team Hewins, LLC’s 13F filings on SEC