Team Hewins, LLC

Q3 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    39

  • Value ($000)

    $296,128

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001964760
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$82.43 M
28 %

1,787,365

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$54.23 M
18 %

931,572

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$44.07 M
15 %

986,089

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$37.29 M
13 %

374,680

DFLV
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$28.68 M
10 %

871,764

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$12.64 M
4 %

168,307

IWO
IWO

ISHARES TR

RUS 2000 GRW ETF
$8.73 M
3 %

27,264

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$3.27 M
1 %

102,594

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$2.79 M
1 %

4,178

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$2.57 M
1 %

3,834

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 39