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
40 檔
70.9%
In Q4 2025, Team Hewins, LLC's U.S. equity holdings reached a combined market value of $365.5M, distributed across 40 disclosed stock positions.
During Q4 2025, Team Hewins, LLC performed routine portfolio adjustments (1 new buys, 11 additions, 12 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAT, DFUV) accounted for 70.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 28.29% | -1.82% | -1.56% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 17.76% | +0.47% | -0.62% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 14.58% | +0.43% | -1.52% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.81% | +0.46% | +4.03% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 10.09% | +0.10% | +4.99% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.17% | +0.18% | -0.23% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.82% | +0.26% | -0.77% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.11% | -0.04% | +2.52% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.05% | +0.17% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.05% | -0.05% | |
| 11 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.76% | -0.06% | +4.08% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.69% | +0.01% | -0.71% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.18% | -0.13% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.04% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.03% | — | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.34% | -0.02% | +0.42% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.34% | -0.02% | — | |
| 18 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.30% | — | +0.10% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.01% | — | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.20% | — | -0.41% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.04% | +106.48% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | -0.54% | |
| 23 | ISRA | Vaneck Israel ETF | ETF-Other | 0.16% | — | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | -0.05% | — | |
| 25 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.15% | +0.02% | +0.03% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.15% | — | +86.71% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | +0.01% | — | |
| 28 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.12% | +0.01% | +0.02% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | — | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | +0.02% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.09% | -0.05% | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.08% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | +0.01% | — | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.08% | EXIT | |
| 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 | 0.07% | +0.02% | -2.06% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | — | — | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.06% | — | — | |
| 40 | GCTS | Gct Semiconductor Holding In | Stock-Other | 0.05% | +0.06% | — |
According to official SEC Form 13F filings, Team Hewins, LLC reported a total U.S. public equity portfolio value of $365.5M across 40 disclosed positions in Q4 2025.
During Q4 2025, Team Hewins, LLC's top holdings by market value included DFIV (28.3%)、DFAT (17.8%)、DFUV (14.6%). 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.
Top New Position Initiated
ESGD
市值: $200.7K
Top Position Liquidated / Trimmed
DFIV
前期市值: $82.4M
In Q4 2025, Team Hewins, LLC made 24 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 12 holdings, and fully liquidating 0 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.