13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001964760
Total reported value
$365.5M
$365.5M
38 檔
62.0%
In Q3 2024, Team Hewins, LLC's U.S. equity holdings reached a combined market value of $365.5M, distributed across 38 disclosed stock positions.
In Q3 2024, Team Hewins, LLC displayed an active expansion posture, initiating 9 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAT, DFUV) accounted for 62.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 26.41% | -1.82% | +0.63% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 21.32% | +0.47% | +0.53% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 17.57% | +0.43% | +0.31% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.50% | +0.46% | -1.14% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 8.88% | +0.10% | +3.18% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.72% | +0.18% | -3.45% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.51% | +0.26% | -3.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.05% | +4.75% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.91% | +0.18% | +197.04% | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.68% | — | — | |
| 11 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.63% | -0.06% | -0.61% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | +34.64% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | +0.01% | — | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.37% | -0.02% | -54.68% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.31% | — | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | +0.01% | +1.28% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.04% | +30.80% | |
| 18 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.23% | — | -4.90% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | — | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.21% | -0.04% | -3.90% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.08% | EXIT | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | +0.02% | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | — | — | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.13% | — | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | -0.05% | — | |
| 27 | ISRA | Vaneck Israel ETF | ETF-Other | 0.12% | — | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | — | — | |
| 29 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.11% | +0.02% | -0.62% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.31% | -14.72% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.10% | — | +2.13% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.10% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | — | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.08% | +0.01% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | +0.02% | -17.56% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Team Hewins, LLC reported a total U.S. public equity portfolio value of $365.5M across 38 disclosed positions in Q3 2024.
During Q3 2024, Team Hewins, LLC's top holdings by market value included DFIV (26.4%)、DFAT (21.3%)、DFUV (17.6%). The largest single position, DFIV, represented 26.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GBIL
市值: $1.8M
Top Position Liquidated / Trimmed
MSFT
前期市值: $739.3K
In Q3 2024, Team Hewins, LLC made 33 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.