Team Hewins, LLC
Q1 2025 13F Holdings
- Locationredwood city, CA
- Num holdings
36
- Value ($000)
$257,359
- Date Filed07/08/2025
- Form typerestatement
- CIK0001964760
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $72.88 M | 28 % | 1,851,722 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $50.34 M | 20 % | 977,600 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $44.32 M | 17 % | 1,075,463 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $30.57 M | 12 % | 350,657 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $25.25 M | 10 % | 826,087 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.72 M | 3 % | 111,671 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $6.62 M | 3 % | 25,907 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.35 M | 1 % | 4,189 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $2.19 M | 1 % | 77,810 | ||
VCEB VANGUARD WORLD FD | ESG US CORP BD | 921910691 | $2.16 M | 1 % | 34,388 |
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