The Analysis of Team Hewins, LLC's Holdings


Currently, Team Hewins, LLC holds 40 types of securities in its portfolio with a total value $310.3M. In the most recent quarter, they have increased their positions in AVUV (+15.1K shares, valued at $1.5M), DFLV (+43.5K shares, valued at $1.5M), N/A (+460 shares, valued at $288.5K); decreased their positions in DFIV (-27.9K shares, valued at $1.4M), DFUV (-14.9K shares, valued at $696.1K), DFAT (-5.8K shares, valued at $345.1K); initiated new positions in ESGD (+2.1K shares, valued at $200.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFIV DIMENSIONAL ETF TRUST1.8M shares-1.56%2025-12-312026-01-28history
DFAT DIMENSIONAL ETF TRUST925.8K shares-0.62%2025-12-312026-01-28history
DFUV DIMENSIONAL ETF TRUST971.1K shares-1.52%2025-12-312026-01-28history
AVUV AMERICAN CENTY ETF TR389.8K shares4.03%2025-12-312026-01-28history
DFLV DIMENSIONAL ETF TRUST915.2K shares4.99%2025-12-312026-01-28history
AVEM AMERICAN CENTY ETF TR167.9K shares-0.23%2025-12-312026-01-28history
IWO ISHARES TR27.1K shares-0.77%2025-12-312026-01-28history
DFSV DIMENSIONAL ETF TRUST105.2K shares2.52%2025-12-312026-01-28history
Sponsored
SPY SPDR S&P 500 ETF TR4.2K shares0.17%2025-12-312026-01-28history
IVV ISHARES TR3.8K shares-0.05%2025-12-312026-01-28history
VCEB VANGUARD WORLD FD37.0K shares4.08%2025-12-312026-01-28history
AVLV AMERICAN CENTY ETF TR28.4K shares-0.71%2025-12-312026-01-28history
DFUS DIMENSIONAL ETF TRUST28.9K shares-0.13%2025-12-312026-01-28history
VUG VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-28history
VTI VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-28history
VGIT VANGUARD SCOTTSDALE FDS17.5K shares0.42%2025-12-312026-01-28history
Sponsored
MUNI PIMCO ETF TR19.9K shares0.00%2025-12-312026-01-28history
AVSD AMERICAN CENTY ETF TR12.5K shares0.10%2025-12-312026-01-28history
VTV VANGUARD INDEX FDS4.0K shares0.00%2025-12-312026-01-28history
DLN WISDOMTREE TR7.1K shares-0.41%2025-12-312026-01-28history
VANGUARD INDEX FDS VANGUARD INDEX FDS892 shares106.48%2025-12-312026-01-28history
VB VANGUARD INDEX FDS2.0K shares-0.54%2025-12-312026-01-28history
ISRA VANECK ETF TRUST8.2K shares0.00%2025-12-312026-01-28history
ITOT ISHARES TR3.1K shares0.00%2025-12-312026-01-28history
Sponsored
AVSE AMERICAN CENTY ETF TR7.0K shares0.03%2025-12-312026-01-28history
SCHD SCHWAB STRATEGIC TR16.5K shares86.71%2025-12-312026-01-28history
IJR ISHARES TR3.5K shares0.00%2025-12-312026-01-28history
AVSU AMERICAN CENTY ETF TR4.8K shares0.02%2025-12-312026-01-28history
IWD ISHARES TR1.7K shares0.00%2025-12-312026-01-28history
VBR VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-28history
SCHB SCHWAB STRATEGIC TR10.8K shares0.00%2025-12-312026-01-28history
VWO VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2025-12-312026-01-28history
Sponsored
EFV ISHARES TR3.7K shares0.00%2025-12-312026-01-28history
VO VANGUARD INDEX FDS897 shares0.00%2025-12-312026-01-28history
GLD SPDR GOLD TR624 shares-16.69%2025-12-312026-01-28history
SLYV SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-01-28history
IWM ISHARES TR855 shares-2.06%2025-12-312026-01-28history
IJH ISHARES TR3.1K shares0.00%2025-12-312026-01-28history
ESGD ISHARES TR2.1K sharesnew addition2025-12-312026-01-28history
GCTS GCT SEMICONDUCTOR HLDG INC125.6K shares0.00%2025-12-312026-01-28history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available