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CIK: 0001964760
Total reported value
$365.5M
$365.5M
36 檔
61.1%
As reported in its official Q1 2025 Form 13F filing, Team Hewins, LLC's tracked investment portfolio stood at $365.5M with 36 total positions.
In Q1 2025, Team Hewins, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAT, DFUV) accounted for 61.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 28.32% | -1.82% | +0.87% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 19.56% | +0.47% | -0.92% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 17.22% | +0.43% | -1.08% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.88% | +0.46% | -1.89% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 9.81% | +0.10% | +3.04% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.61% | +0.18% | +1.78% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.57% | +0.26% | +12.62% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.05% | -0.50% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.85% | -0.04% | +382.21% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.84% | -0.06% | +23.99% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.72% | +0.18% | -2.37% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.01% | -1.04% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.39% | -0.02% | -0.62% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.32% | -0.02% | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.31% | — | — | |
| 17 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.30% | — | +3.97% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | -3.37% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | +0.04% | -32.54% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | -0.60% | |
| 22 | ISRA | Vaneck Israel ETF | ETF-Other | 0.13% | — | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | -0.05% | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | -9.32% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | +0.02% | -29.31% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.31% | -50.12% | |
| 27 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.10% | +0.02% | +0.29% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.08% | EXIT | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | — | -17.85% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.09% | -0.05% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.04% | -37.04% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | -4.38% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | — | — | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.08% | — | -20.24% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Team Hewins, LLC reported a total U.S. public equity portfolio value of $365.5M across 36 disclosed positions in Q1 2025.
During Q1 2025, Team Hewins, LLC's top holdings by market value included DFIV (28.3%)、DFAT (19.6%)、DFUV (17.2%). The largest single position, DFIV, represented 28.3% of total portfolio value.
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Top New Position Initiated
VGIT
市值: $822.7K
Top Position Liquidated / Trimmed
VTI
前期市值: $320.8K
In Q1 2025, Team Hewins, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 18 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.
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