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CIK: 0001964760
Total reported value
$365.5M
$365.5M
41 檔
75.7%
The Q1 2026 SEC filing reveals that Team Hewins, LLC held a total portfolio value of $365.5M, covering 41 public equity positions.
In Q1 2026, Team Hewins, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAT, DFUV) accounted for 75.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 27.63% | -1.82% | +0.10% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 17.08% | +0.47% | -0.59% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 13.89% | +0.43% | -0.70% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 13.58% | +0.46% | +6.11% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 10.02% | +0.10% | +3.18% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.93% | +0.18% | -2.31% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.83% | +0.18% | +364.19% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.50% | +0.26% | -0.85% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.09% | -0.04% | -0.78% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.05% | -0.38% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.05% | -0.34% | |
| 12 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.69% | -0.06% | +0.39% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.68% | +0.01% | -0.68% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.31% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.04% | -4.71% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.03% | — | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.31% | -0.02% | +0.38% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.31% | -0.02% | — | |
| 19 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.27% | — | -1.78% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | +0.01% | — | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.19% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.16% | +0.01% | -0.10% | |
| 23 | ISRA | Vaneck Israel ETF | ETF-Other | 0.15% | — | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | — | -3.81% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | -0.05% | +79.12% | |
| 26 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.13% | +0.02% | -3.14% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.13% | +0.01% | -0.71% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.12% | +0.02% | +85.73% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | -0.05% | -17.48% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | — | — | |
| 31 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.11% | +0.01% | +1.11% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.09% | +0.02% | -12.03% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.08% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.08% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.04% | -52.13% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | +0.01% | -2.12% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.07% | +0.01% | — | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.06% | — | -3.96% | |
| 41 | GCTS | Gct Semiconductor Holding In | Stock-Other | 0.04% | +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 41 disclosed positions in Q1 2026.
During Q1 2026, Team Hewins, LLC's top holdings by market value included DFIV (27.6%)、DFAT (17.1%)、DFUV (13.9%). The largest single position, DFIV, represented 27.6% of total portfolio value.
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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
VIG
市值: $1.7M
Top Position Liquidated / Trimmed
ESGD
前期市值: $200.7K
In Q1 2026, Team Hewins, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 20 holdings, and fully liquidating 1 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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