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CIK: 0001964760
Total reported value
$365.5M
$365.5M
34 檔
64.5%
During the Q2 2025 filing period, Team Hewins, LLC (CIK: 0001964760) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $365.5M across 34 reported positions.
Team Hewins, LLC executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 28.30% | -1.82% | -1.03% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 18.99% | +0.47% | -0.16% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 16.10% | +0.43% | -1.82% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.19% | +0.46% | +5.83% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 9.39% | +0.10% | +1.59% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.21% | +0.18% | +52.69% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.88% | +0.26% | +7.73% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.13% | -0.04% | +37.19% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.05% | — | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.79% | -0.06% | +1.04% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.71% | +0.01% | — | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.70% | +0.18% | -5.36% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | -0.02% | +24.84% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.36% | -0.02% | — | |
| 15 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.31% | — | +0.02% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.05% | -50.46% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | +0.01% | -46.51% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.04% | +1.19% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.20% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | -26.55% | |
| 21 | ISRA | Vaneck Israel ETF | ETF-Other | 0.15% | — | — | |
| 22 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.15% | +0.02% | +36.36% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.13% | -0.05% | — | |
| 24 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.12% | +0.01% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.84% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | +0.02% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.09% | -0.05% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.04% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.08% | EXIT | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.08% | — | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.08% | — | — | |
| 34 | 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 34 disclosed positions in Q2 2025.
During Q2 2025, Team Hewins, LLC's top holdings by market value included DFIV (28.3%)、DFAT (19.0%)、DFUV (16.1%). The largest single position, DFIV, represented 28.3% 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 64.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVLV
市值: $2.0M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $798.4K
In Q2 2025, Team Hewins, LLC made 25 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 8 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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