Team Hewins, LLC Investment Portfolio — 13F Data

Name: Team Hewins, LLC — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001964760

Momentum followerLong-term holderQuality / disciplined sizing

Total reported value

$336.5M

Reporting period: 2026-03-31 · Number of holdings: 41

Team Hewins, LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $336.5M and a quarterly turnover rate of 9.1%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 62.66
Portfolio Stability: 9.08
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 82
Sizing Uniformity: 76.42

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/team-hewins-llc

Recent moves

Add DFUS
+364.2%　$7.4M
Add AVUV
+6.1%　$5.9M
Trim DFUV
-0.7%　$1.5M
Trim DFAT
-0.6%　$2.4M
Trim DFIV
+0.1%　$5.2M
Trim IWO
-0.9%　-$321.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFIV	Dimensional International Va	ETF-Other	27.63%	-0.67%	+0.10%
2	DFAT	Dimensional US Target Value	ETF-Other	17.08%	-0.68%	-0.59%
3	DFUV	Dimensional US Marketwide Va	ETF-Other	13.89%	-0.69%	-0.70%
4	AVUV	Avantis US Small Cap Value	ETF-Small Cap	13.58%	+0.77%	+6.11%
5	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	10.02%	-0.07%	+3.18%
6	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	3.93%	-0.24%	-2.31%
7	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	2.83%	+2.14%	+364.19%
8	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	2.50%	-0.32%	-0.85%
9	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	1.09%	-0.02%	-0.78%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.81%	-0.11%	-0.38%
11	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.74%	-0.11%	-0.34%
12	VCEB	Vanguard Esg US CORP Bond	ETF-Corp Bonds	0.69%	-0.07%	+0.39%
13	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.68%	-0.01%	-0.68%
14	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.50%	+0.50%	NEW
15	VUG	Vanguard Growth ETF	ETF-Other	0.40%	-0.11%	-4.71%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.31%	-0.04%	—
17	VGIT	Vanguard Intermediate-term T	ETF-Other	0.31%	-0.03%	+0.38%
18	MUNI	Pimco Intermediate Municipal	ETF-Other	0.31%	-0.03%	—
19	AVSD	Avantis Reps Intern Equi ETF	ETF-Other	0.27%	-0.03%	-1.78%
20	VTV	Vanguard Value ETF	ETF-Other	0.23%	-0.02%	—
21	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.19%	-0.01%	—
22	VB	Vanguard Small-cap ETF	ETF-Other	0.16%	-0.01%	-0.10%
23	ISRA	Vaneck Israel ETF	ETF-Other	0.15%	-0.01%	—
24	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.14%	-0.01%	-3.81%
25	SCHB	Schwab US Broad Market ETF	ETF-Other	0.14%	+0.05%	+79.12%
26	AVSE	Avantis Resp Emerg Mkts Eq-e	ETF-Other	0.13%	-0.02%	-3.14%
27	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.13%	-0.01%	-0.71%
28	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.12%	+0.05%	+85.73%
29	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.11%	-0.04%	-17.48%
30	IWD	Ishares Russell 1000 Value E	ETF-Other	0.11%	—	—
31	AVSU	Avantis Resp US Equity ETF	ETF-Other	0.11%	-0.01%	+1.11%
32	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.09%	-0.02%	-12.03%
33	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.08%	-0.01%	—
34	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.08%	—	—
35	GLD	Spdr Gold Shares	ETF-Commodities	0.08%	—	-3.37%
36	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.08%	-0.10%	-52.13%
37	VO	Vanguard Mid-cap ETF	ETF-Other	0.07%	-0.01%	-2.12%
38	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.07%	-0.01%	—
39	MDY	State Street Spdr S&p Midcap	ETF-Other	0.07%	+0.07%	NEW
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.06%	-0.01%	-3.96%
41	GCTS	Gct Semiconductor Holding In	Stock-Other	0.04%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Based on 3 months of available history

Based on 41% of reported portfolio value with available pricing

Stdev: +9.2%
Beta: +1.26
Alpha: -17%
Max Drawdown: 0%
Annualized Perf: +50%
Batting Avg vs S&P: +33.3%
Sortino: —
Stutzer: —
Treynor: +0.33
Sterling: —
Calmar: —
Information Ratio: -1.18
Tracking Error: +4%
Stdev Down: 0%
Winning Months %: +100%
Losing Months %: 0%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +1.03
Sharpe: +4.53
Stdev Sectors: —
Skewness: -0.59
Kurtosis: -1.5
Upside Potential: —

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	41	$336.5M	9	1DFIV 2DFAT 3DFUV Top holdings2026-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.DFUS 8.IWO 9.DFSV 10.SPY
2025-12-31	40	$310.3M	5	1DFIV 2DFAT 3DFUV Top holdings2025-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.IVV
2025-09-30	39	$296.1M	0	1DFIV 2DFAT 3DFUV Top holdings2025-09-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.IVV
2025-06-30	34	$277.3M	0	1DFIV 2DFAT 3DFUV Top holdings2025-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.VCEB
2025-03-31	36	$257.4M	0	1DFIV 2DFAT 3DFUV Top holdings2025-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.DFSV 10.VCEB
2024-12-31	38	$255.7M	0	1DFIV 2DFAT 3DFUV Top holdings2024-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.IWO 7.AVEM 8.SPY 9.DFUS 10.VCEB
2024-09-30	38	$261.4M	0	1DFIV 2DFAT 3DFUV Top holdings2024-09-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.DFUS 10.GBIL
2024-06-30	33	$240.7M	0	1DFIV 2DFAT 3DFUV Top holdings2024-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.MUNI 10.VCEB
2024-03-31	28	$248.4M	0	1DFIV 2DFAT 3DFUV Top holdings2024-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.VCEB 10.VTV
2023-12-31	26	$230.6M	0	1DFIV 2DFAT 3DFUV Top holdings2023-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.VCEB 10.VTV
2023-09-30	32	$435.1M	0	1SPY 2DFIV 3DFAT Top holdings2023-09-30 1.SPY 2.DFIV 3.DFAT 4.DFUV 5.EFA 6.AVUV 7.AAPL 8.MSFT 9.DFLV 10.NVDA
2023-06-30	26	$209.5M	0	1DFIV 2DFAT 3DFUV Top holdings2023-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.IWO 7.AVEM 8.SPY 9.VCEB 10.VTV
2023-03-31	26	$188.4M	0	1DFIV 2DFAT 3DFUV Top holdings2023-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.IWO 6.AVEM 7.SPY 8.VCEB 9.DFSV 10.VTV
2022-12-31	25	$184.4M	0	1DFIV 2DFAT 3DFUV Top holdings2022-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.IWO 6.AVEM 7.SPY 8.VCEB 9.VTV 10.MUNI

Holding changes this quarter

Team Hewins, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Dividend Apprec ETF (VIG); New buy: State Street Spdr S&p Midcap (MDY); Sold out: Ishares Trust Ishares Esg Aw (ESGD); Add: Dimensional US Eq Mkt ETF (DFUS) — shares +364.19%; Add: Avantis US Small Cap Value (AVUV) — shares +6.11%.

Position changes disclosed by Team Hewins, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFUS	Dimensional US Eq Mkt ETF	+2.1%	+364.19%	Add
2	AVUV	Avantis US Small Cap Value	+0.8%	+6.11%	Add
3	SCHB	Schwab US Broad Market ETF	+0.1%	+79.12%	Add
4	IWM	Ishares Russell 2000 ETF	+0.1%	+85.73%	Add
5	GLD	Spdr Gold Shares	—	-3.37%	Trim
6	EFV	Ishares Msci Eafe Value ETF	—	—	Unchanged
7	IWD	Ishares Russell 1000 Value E	—	—	Unchanged
8	AVLV	Avantis US Large Cap Value	0%	-0.68%	Trim
9	SCHD	Schwab US Dvd Equity ETF	0%	-3.81%	Trim
10	ISRA	Vaneck Israel ETF	0%	—	Unchanged
11	IJR	Ishares Core S&p Small-cap E	0%	-0.71%	Trim
12	SLYV	Ss Spdr S&p 600 Sc Val ETF	0%	—	Unchanged
13	DLN	Wisdomtree US Largecap Divid	0%	—	Unchanged
14	VO	Vanguard Mid-cap ETF	0%	-2.12%	Trim
15	GCTS	Gct Semiconductor Holding In	0%	—	Unchanged
16	VB	Vanguard Small-cap ETF	0%	-0.10%	Trim
17	AVSU	Avantis Resp US Equity ETF	0%	+1.11%	Add
18	IJH	Ishares Core S&p Midcap ETF	0%	-3.96%	Trim
19	VWO	Vanguard Ftse Emerging Marke	0%	—	Unchanged
20	DFSV	Dimensional US Small Cap Val	0%	-0.78%	Trim
21	VBR	Vanguard Small-cap Value ETF	0%	-12.03%	Trim
22	VTV	Vanguard Value ETF	0%	—	Unchanged
23	AVSE	Avantis Resp Emerg Mkts Eq-e	0%	-3.14%	Trim
24	AVSD	Avantis Reps Intern Equi ETF	0%	-1.78%	Trim
25	MUNI	Pimco Intermediate Municipal	0%	—	Unchanged
26	VGIT	Vanguard Intermediate-term T	0%	+0.38%	Add
27	ITOT	Ishares Core S&p Total U.s.	0%	-17.48%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	0%	—	Unchanged
29	DFLV	Dim US Large Cap Value ETF	-0.1%	+3.18%	Add
30	VCEB	Vanguard Esg US CORP Bond	-0.1%	+0.39%	Add
31	VOO	Vanguard S&p 500 ETF	-0.1%	-52.13%	Trim
32	VUG	Vanguard Growth ETF	-0.1%	-4.71%	Trim
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.38%	Trim
34	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.34%	Trim
35	AVEM	Avantis Emerging Markets Eq	-0.2%	-2.31%	Trim
36	IWO	Ishares Russell 2000 Growth	-0.3%	-0.85%	Trim
37	DFIV	Dimensional International Va	-0.7%	+0.10%	Add
38	DFAT	Dimensional US Target Value	-0.7%	-0.59%	Trim
39	DFUV	Dimensional US Marketwide Va	-0.7%	-0.70%	Trim
40	VIG	Vanguard Dividend Apprec ETF	—	NEW	New buy
41	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
42	ESGD	Ishares Trust Ishares Esg Aw	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-30	13F-HR	View on EDGAR
2025-12-31	2026-01-28	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-07-08	Amendment	View on EDGAR
2025-03-31	2025-07-07	13F-HR	View on EDGAR
2024-12-31	2025-07-08	Amendment	View on EDGAR
2024-12-31	2025-01-21	13F-HR	View on EDGAR
2024-09-30	2025-07-08	Amendment	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-07	13F-HR	View on EDGAR
2024-03-31	2024-08-20	Amendment	View on EDGAR
2024-03-31	2024-05-03	13F-HR	View on EDGAR
2023-12-31	2024-08-20	Amendment	View on EDGAR
2023-12-31	2024-02-13	Amendment	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-09	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR

FAQ

What is Team Hewins, LLC and what type of investor is it?

Team Hewins, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $336.5M, spread across 41 disclosed positions.

What are Team Hewins, LLC's largest equity positions?

Based on the latest 13F filing, Team Hewins, LLC's top holdings by market value are: 1. Dimensional International Va (DFIV) — $93.0M (27.6%) 2. Dimensional US Target Value (DFAT) — $57.5M (17.1%) 3. Dimensional US Marketwide Va (DFUV) — $46.7M (13.9%) 4. Avantis US Small Cap Value (AVUV) — $45.7M (13.6%) 5. Dim US Large Cap Value ETF (DFLV) — $33.7M (10.0%)

What changes did Team Hewins, LLC make in its most recent portfolio filing?

In the latest reported quarter, Team Hewins, LLC made 32 notable position adjustments: 2 new positions were initiated, 9 existing holdings were added to, 20 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Vanguard Dividend Apprec ETF (VIG); New buy: State Street Spdr S&p Midcap (MDY); Sold out: Ishares Trust Ishares Esg Aw (ESGD); Add: Dimensional US Eq Mkt ETF (DFUS) — shares +364.19%; Add: Avantis US Small Cap Value (AVUV) — shares +6.11%

What sectors does Team Hewins, LLC focus on?

Sector breakdown data is not yet available for Team Hewins, LLC. Check back after the next 13F processing cycle.

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Team Hewins, LLC Investment Portfolio — 13F Data

CIK: 0001964760

Momentum followerLong-term holderQuality / disciplined sizing

Total reported value

$336.5M

Reporting period: 2026-03-31 · Number of holdings: 41

Team Hewins, LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $336.5M and a quarterly turnover rate of 9.1%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 62.66
Portfolio Stability: 9.08
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 82
Sizing Uniformity: 76.42

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/team-hewins-llc

Recent moves

Add DFUS
+364.2%　$7.4M
Add AVUV
+6.1%　$5.9M
Trim DFUV
-0.7%　$1.5M
Trim DFAT
-0.6%　$2.4M
Trim DFIV
+0.1%　$5.2M
Trim IWO
-0.9%　-$321.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFIV	Dimensional International Va	ETF-Other	27.63%	-0.67%	+0.10%
2	DFAT	Dimensional US Target Value	ETF-Other	17.08%	-0.68%	-0.59%
3	DFUV	Dimensional US Marketwide Va	ETF-Other	13.89%	-0.69%	-0.70%
4	AVUV	Avantis US Small Cap Value	ETF-Small Cap	13.58%	+0.77%	+6.11%
5	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	10.02%	-0.07%	+3.18%
6	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	3.93%	-0.24%	-2.31%
7	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	2.83%	+2.14%	+364.19%
8	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	2.50%	-0.32%	-0.85%
9	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	1.09%	-0.02%	-0.78%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.81%	-0.11%	-0.38%
11	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.74%	-0.11%	-0.34%
12	VCEB	Vanguard Esg US CORP Bond	ETF-Corp Bonds	0.69%	-0.07%	+0.39%
13	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.68%	-0.01%	-0.68%
14	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.50%	+0.50%	NEW
15	VUG	Vanguard Growth ETF	ETF-Other	0.40%	-0.11%	-4.71%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.31%	-0.04%	—
17	VGIT	Vanguard Intermediate-term T	ETF-Other	0.31%	-0.03%	+0.38%
18	MUNI	Pimco Intermediate Municipal	ETF-Other	0.31%	-0.03%	—
19	AVSD	Avantis Reps Intern Equi ETF	ETF-Other	0.27%	-0.03%	-1.78%
20	VTV	Vanguard Value ETF	ETF-Other	0.23%	-0.02%	—
21	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.19%	-0.01%	—
22	VB	Vanguard Small-cap ETF	ETF-Other	0.16%	-0.01%	-0.10%
23	ISRA	Vaneck Israel ETF	ETF-Other	0.15%	-0.01%	—
24	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.14%	-0.01%	-3.81%
25	SCHB	Schwab US Broad Market ETF	ETF-Other	0.14%	+0.05%	+79.12%
26	AVSE	Avantis Resp Emerg Mkts Eq-e	ETF-Other	0.13%	-0.02%	-3.14%
27	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.13%	-0.01%	-0.71%
28	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.12%	+0.05%	+85.73%
29	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.11%	-0.04%	-17.48%
30	IWD	Ishares Russell 1000 Value E	ETF-Other	0.11%	—	—
31	AVSU	Avantis Resp US Equity ETF	ETF-Other	0.11%	-0.01%	+1.11%
32	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.09%	-0.02%	-12.03%
33	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.08%	-0.01%	—
34	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.08%	—	—
35	GLD	Spdr Gold Shares	ETF-Commodities	0.08%	—	-3.37%
36	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.08%	-0.10%	-52.13%
37	VO	Vanguard Mid-cap ETF	ETF-Other	0.07%	-0.01%	-2.12%
38	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.07%	-0.01%	—
39	MDY	State Street Spdr S&p Midcap	ETF-Other	0.07%	+0.07%	NEW
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.06%	-0.01%	-3.96%
41	GCTS	Gct Semiconductor Holding In	Stock-Other	0.04%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

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Performance Last 4 Quarters

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Based on 3 months of available history

Based on 41% of reported portfolio value with available pricing

Stdev: +9.2%
Beta: +1.26
Alpha: -17%
Max Drawdown: 0%
Annualized Perf: +50%
Batting Avg vs S&P: +33.3%
Sortino: —
Stutzer: —
Treynor: +0.33
Sterling: —
Calmar: —
Information Ratio: -1.18
Tracking Error: +4%
Stdev Down: 0%
Winning Months %: +100%
Losing Months %: 0%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +1.03
Sharpe: +4.53
Stdev Sectors: —
Skewness: -0.59
Kurtosis: -1.5
Upside Potential: —

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	41	$336.5M	9	1DFIV 2DFAT 3DFUV Top holdings2026-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.DFUS 8.IWO 9.DFSV 10.SPY
2025-12-31	40	$310.3M	5	1DFIV 2DFAT 3DFUV Top holdings2025-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.IVV
2025-09-30	39	$296.1M	0	1DFIV 2DFAT 3DFUV Top holdings2025-09-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.IVV
2025-06-30	34	$277.3M	0	1DFIV 2DFAT 3DFUV Top holdings2025-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.DFSV 9.SPY 10.VCEB
2025-03-31	36	$257.4M	0	1DFIV 2DFAT 3DFUV Top holdings2025-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.DFSV 10.VCEB
2024-12-31	38	$255.7M	0	1DFIV 2DFAT 3DFUV Top holdings2024-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.IWO 7.AVEM 8.SPY 9.DFUS 10.VCEB
2024-09-30	38	$261.4M	0	1DFIV 2DFAT 3DFUV Top holdings2024-09-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.DFUS 10.GBIL
2024-06-30	33	$240.7M	0	1DFIV 2DFAT 3DFUV Top holdings2024-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.MUNI 10.VCEB
2024-03-31	28	$248.4M	0	1DFIV 2DFAT 3DFUV Top holdings2024-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.VCEB 10.VTV
2023-12-31	26	$230.6M	0	1DFIV 2DFAT 3DFUV Top holdings2023-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.AVEM 7.IWO 8.SPY 9.VCEB 10.VTV
2023-09-30	32	$435.1M	0	1SPY 2DFIV 3DFAT Top holdings2023-09-30 1.SPY 2.DFIV 3.DFAT 4.DFUV 5.EFA 6.AVUV 7.AAPL 8.MSFT 9.DFLV 10.NVDA
2023-06-30	26	$209.5M	0	1DFIV 2DFAT 3DFUV Top holdings2023-06-30 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.DFLV 6.IWO 7.AVEM 8.SPY 9.VCEB 10.VTV
2023-03-31	26	$188.4M	0	1DFIV 2DFAT 3DFUV Top holdings2023-03-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.IWO 6.AVEM 7.SPY 8.VCEB 9.DFSV 10.VTV
2022-12-31	25	$184.4M	0	1DFIV 2DFAT 3DFUV Top holdings2022-12-31 1.DFIV 2.DFAT 3.DFUV 4.AVUV 5.IWO 6.AVEM 7.SPY 8.VCEB 9.VTV 10.MUNI

Holding changes this quarter

Position changes disclosed by Team Hewins, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFUS	Dimensional US Eq Mkt ETF	+2.1%	+364.19%	Add
2	AVUV	Avantis US Small Cap Value	+0.8%	+6.11%	Add
3	SCHB	Schwab US Broad Market ETF	+0.1%	+79.12%	Add
4	IWM	Ishares Russell 2000 ETF	+0.1%	+85.73%	Add
5	GLD	Spdr Gold Shares	—	-3.37%	Trim
6	EFV	Ishares Msci Eafe Value ETF	—	—	Unchanged
7	IWD	Ishares Russell 1000 Value E	—	—	Unchanged
8	AVLV	Avantis US Large Cap Value	0%	-0.68%	Trim
9	SCHD	Schwab US Dvd Equity ETF	0%	-3.81%	Trim
10	ISRA	Vaneck Israel ETF	0%	—	Unchanged
11	IJR	Ishares Core S&p Small-cap E	0%	-0.71%	Trim
12	SLYV	Ss Spdr S&p 600 Sc Val ETF	0%	—	Unchanged
13	DLN	Wisdomtree US Largecap Divid	0%	—	Unchanged
14	VO	Vanguard Mid-cap ETF	0%	-2.12%	Trim
15	GCTS	Gct Semiconductor Holding In	0%	—	Unchanged
16	VB	Vanguard Small-cap ETF	0%	-0.10%	Trim
17	AVSU	Avantis Resp US Equity ETF	0%	+1.11%	Add
18	IJH	Ishares Core S&p Midcap ETF	0%	-3.96%	Trim
19	VWO	Vanguard Ftse Emerging Marke	0%	—	Unchanged
20	DFSV	Dimensional US Small Cap Val	0%	-0.78%	Trim
21	VBR	Vanguard Small-cap Value ETF	0%	-12.03%	Trim
22	VTV	Vanguard Value ETF	0%	—	Unchanged
23	AVSE	Avantis Resp Emerg Mkts Eq-e	0%	-3.14%	Trim
24	AVSD	Avantis Reps Intern Equi ETF	0%	-1.78%	Trim
25	MUNI	Pimco Intermediate Municipal	0%	—	Unchanged
26	VGIT	Vanguard Intermediate-term T	0%	+0.38%	Add
27	ITOT	Ishares Core S&p Total U.s.	0%	-17.48%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	0%	—	Unchanged
29	DFLV	Dim US Large Cap Value ETF	-0.1%	+3.18%	Add
30	VCEB	Vanguard Esg US CORP Bond	-0.1%	+0.39%	Add
31	VOO	Vanguard S&p 500 ETF	-0.1%	-52.13%	Trim
32	VUG	Vanguard Growth ETF	-0.1%	-4.71%	Trim
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.38%	Trim
34	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.34%	Trim
35	AVEM	Avantis Emerging Markets Eq	-0.2%	-2.31%	Trim
36	IWO	Ishares Russell 2000 Growth	-0.3%	-0.85%	Trim
37	DFIV	Dimensional International Va	-0.7%	+0.10%	Add
38	DFAT	Dimensional US Target Value	-0.7%	-0.59%	Trim
39	DFUV	Dimensional US Marketwide Va	-0.7%	-0.70%	Trim
40	VIG	Vanguard Dividend Apprec ETF	—	NEW	New buy
41	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
42	ESGD	Ishares Trust Ishares Esg Aw	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-30	13F-HR	View on EDGAR
2025-12-31	2026-01-28	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-07-08	Amendment	View on EDGAR
2025-03-31	2025-07-07	13F-HR	View on EDGAR
2024-12-31	2025-07-08	Amendment	View on EDGAR
2024-12-31	2025-01-21	13F-HR	View on EDGAR
2024-09-30	2025-07-08	Amendment	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-07	13F-HR	View on EDGAR
2024-03-31	2024-08-20	Amendment	View on EDGAR
2024-03-31	2024-05-03	13F-HR	View on EDGAR
2023-12-31	2024-08-20	Amendment	View on EDGAR
2023-12-31	2024-02-13	Amendment	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-09	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR

FAQ

What is Team Hewins, LLC and what type of investor is it?

What are Team Hewins, LLC's largest equity positions?

What changes did Team Hewins, LLC make in its most recent portfolio filing?

What sectors does Team Hewins, LLC focus on?

Sector breakdown data is not yet available for Team Hewins, LLC. Check back after the next 13F processing cycle.

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View detail

Developer Access

Access Team Hewins, LLC's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/team-hewins-llc

CLI

npx alphasmo institutions get team-hewins-llc

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