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CIK: 0001964760
Total reported value
$365.5M
$365.5M
38 檔
61.0%
According to the latest 13F quarterly dataset, Team Hewins, LLC managed an equity portfolio of $365.5M at the end of Q4 2024, spanning 38 distinct U.S. exchange-listed positions.
Team Hewins, LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 25.48% | -1.82% | +1.24% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 21.48% | +0.47% | -1.53% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 17.40% | +0.43% | -1.34% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 13.49% | +0.46% | +4.95% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 9.42% | +0.10% | +6.47% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.59% | +0.26% | -0.47% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.52% | +0.18% | -0.40% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.05% | +1.64% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.78% | +0.18% | -17.54% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.67% | -0.06% | +8.68% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.05% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.01% | -4.31% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.40% | -0.02% | +9.30% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.04% | +31.18% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | +0.01% | -0.32% | |
| 16 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.27% | — | +25.41% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.31% | +100.50% | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | -2.09% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.19% | -0.04% | -8.93% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | +0.02% | +17.69% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | — | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.04% | — | |
| 23 | ISRA | Vaneck Israel ETF | ETF-Other | 0.14% | — | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | — | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.13% | -0.05% | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.03% | — | |
| 27 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.12% | — | -83.03% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.12% | — | -61.05% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.08% | EXIT | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | — | +200.00% | |
| 31 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.10% | +0.02% | +0.04% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.10% | — | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.10% | -0.05% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.09% | — | -2.09% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | — | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.09% | +0.01% | +8.45% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | -1.56% |
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 Q4 2024.
During Q4 2024, Team Hewins, LLC's top holdings by market value included DFIV (25.5%)、DFAT (21.5%)、DFUV (17.4%). The largest single position, DFIV, represented 25.5% 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.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAT, DFUV) accounted for 61.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
VOO
市值: $382.7K
Top Position Liquidated / Trimmed
DFAI
前期市值: $338.9K
In Q4 2024, Team Hewins, LLC made 33 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 3 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.
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