Team Hewins, Llc Portfolio Stock Holdings
Team Hewins, Llc disclosed 41 stock positions valued at approximately $336.5 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $336.5M
Holdings by Sector
Team Hewins, Llc Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIV | Other | 27.63% | 1,761,273 | +1,829 | +0.10% | $92,959,999 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 17.08% | 920,291 | -5,485 | -0.59% | $57,472,174 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 13.89% | 964,366 | -6,782 | -0.70% | $46,733,169 |
| AMERICAN CENTY ETF TR | AVUV | Other | 13.58% | 413,588 | +23,801 | +6.11% | $45,689,013 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 10.02% | 944,372 | +29,135 | +3.18% | $33,723,521 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.93% | 164,052 | -3,871 | -2.31% | $13,219,303 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 2.83% | 134,127 | +105,232 | +364.19% | $9,510,946 |
| ISHARES TR | IWO | Other | 2.50% | 26,825 | -230 | -0.85% | $8,417,907 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.09% | 104,353 | -822 | -0.78% | $3,656,533 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.81% | 4,169 | -16 | -0.38% | $2,718,571 |
| ISHARES TR | IVV | Other | 0.74% | 3,819 | -13 | -0.34% | $2,494,646 |
| VANGUARD WORLD FD | VCEB | Other | 0.69% | 37,176 | +144 | +0.39% | $2,335,746 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.68% | 28,220 | -193 | -0.68% | $2,274,815 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.50% | 7,796 | +7,796 | +100.00% | $1,676,608 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 3,118 | -154 | -4.71% | $1,361,912 |
| VANGUARD INDEX FDS | VTI | Other | 0.31% | 3,283 | - | - | $1,053,220 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.31% | 17,566 | +66 | +0.38% | $1,046,056 |
| PIMCO ETF TR | MUNI | Other | 0.31% | 19,922 | - | - | $1,039,730 |
| AMERICAN CENTY ETF TR | AVSD | Other | 0.27% | 12,269 | -222 | -1.78% | $903,595 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 4,010 | - | - | $786,762 |
| WISDOMTREE TR | DLN | Other | 0.19% | 7,128 | - | - | $636,745 |
| VANGUARD INDEX FDS | VB | Other | 0.16% | 2,007 | -2 | -0.10% | $525,674 |
| VANECK ETF TRUST | ISRA | Other | 0.15% | 8,220 | - | - | $497,010 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.14% | 15,867 | -629 | -3.81% | $486,806 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.14% | 19,280 | +8,516 | +79.12% | $483,935 |
| AMERICAN CENTY ETF TR | AVSE | Other | 0.13% | 6,791 | -220 | -3.14% | $452,043 |
| ISHARES TR | IJR | Other | 0.13% | 3,482 | -25 | -0.71% | $432,848 |
| ISHARES TR | IWM | Other | 0.12% | 1,588 | +733 | +85.73% | $393,824 |
| ISHARES TR | ITOT | Other | 0.11% | 2,583 | -547 | -17.48% | $367,897 |
| ISHARES TR | IWD | Other | 0.11% | 1,678 | - | - | $358,539 |
| AMERICAN CENTY ETF TR | AVSU | Other | 0.11% | 4,839 | +53 | +1.11% | $357,758 |
| VANGUARD INDEX FDS | VBR | Other | 0.09% | 1,390 | -190 | -12.03% | $301,978 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.08% | 5,067 | - | - | $273,872 |
| ISHARES TR | EFV | Other | 0.08% | 3,665 | - | - | $272,493 |
| SPDR GOLD TR | GLD | Other | 0.08% | 603 | -21 | -3.37% | $259,465 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 427 | -465 | -52.13% | $255,154 |
| VANGUARD INDEX FDS | VO | Other | 0.07% | 878 | -19 | -2.12% | $252,145 |
| SPDR SERIES TRUST | SLYV | Other | 0.07% | 2,644 | - | - | $250,070 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.07% | 373 | +373 | +100.00% | $230,618 |
| ISHARES TR | IJH | Other | 0.06% | 2,962 | -122 | -3.96% | $200,024 |
| GCT SEMICONDUCTOR HLDG INC | GCTS | Technology | 0.04% | 125,640 | - | - | $143,230 |