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Team Hewins, LLC

Portfolio Manager
Team Hewins, LLC
Performance
+4.74% (2026 Q1)
AUM (13F)
$336.51M
# of Holdings
41
Performance Rank
Allocation (Top 20)
97.8%

Team Hewins, LLC Holdings Map

Top 41 Team Hewins, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFIV
DIMENSIONAL ETF TRUST
27.63%1.76M$93.0M
+0.10%(+1.83K)
2025-Q1: 1.85M shares2025-Q2: 1.83M shares2025-Q3: 1.79M shares2025-Q4: 1.76M shares2026-Q1: 1.76M shares
$28.73(+93.72%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
17.08%920.3K$57.5M
-0.59%(-5.49K)
2025-Q1: 977.6K shares2025-Q2: 976.0K shares2025-Q3: 931.6K shares2025-Q4: 925.8K shares2026-Q1: 920.3K shares
$41.52(+58.56%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
13.89%964.4K$46.7M
-0.70%(-6.78K)
2025-Q1: 1.08M shares2025-Q2: 1.06M shares2025-Q3: 986.1K shares2025-Q4: 971.1K shares2026-Q1: 964.4K shares
$31.59(+66.60%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
13.58%413.6K$45.7M
+6.11%(+23.80K)
2025-Q1: 350.7K shares2025-Q2: 371.1K shares2025-Q3: 374.7K shares2025-Q4: 389.8K shares2026-Q1: 413.6K shares
$76.56(+53.88%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
10.02%944.4K$33.7M
+3.18%(+29.14K)
2025-Q1: 826.1K shares2025-Q2: 839.2K shares2025-Q3: 871.8K shares2025-Q4: 915.2K shares2026-Q1: 944.4K shares
$26.62(+43.82%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.93%164.1K$13.2M
-2.31%(-3.87K)
2025-Q1: 111.7K shares2025-Q2: 170.5K shares2025-Q3: 168.3K shares2025-Q4: 167.9K shares2026-Q1: 164.1K shares
$54.80(+73.13%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
2.83%134.1K$9.5M
+364.19%(+105.23K)
2025-Q1: 30.7K shares2025-Q2: 29.0K shares2025-Q3: 28.9K shares2025-Q4: 28.9K shares2026-Q1: 134.1K shares
$68.48(+17.88%)
2026-03-31
IWO
ISHARES TR
2.5%26.8K$8.4M
-0.85%(-230)
2025-Q1: 25.9K shares2025-Q2: 27.9K shares2025-Q3: 27.3K shares2025-Q4: 27.1K shares2026-Q1: 26.8K shares
$222.49(+65.98%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
1.09%104.4K$3.7M
-0.78%(-822)
2025-Q1: 77.8K shares2025-Q2: 106.8K shares2025-Q3: 102.6K shares2025-Q4: 105.2K shares2026-Q1: 104.4K shares
$28.57(+28.60%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
0.81%4.2K$2.7M
-0.38%(-16)
2025-Q1: 4.2K shares2025-Q2: 4.2K shares2025-Q3: 4.2K shares2025-Q4: 4.2K shares2026-Q1: 4.2K shares
$443.13(+67.51%)
2026-03-31

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