Team Hewins, LLC
Q4 2024 13F Holdings
- Locationredwood city, CA
- Num holdings
26
- Value ($000)
$230,581
- Date Filed01/21/2025
- Form type13F-HR
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $60.40M | 26 % | 1,757,739 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $52.73M | 23 % | 1,007,674 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $43.37M | 19 % | 1,165,113 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $30.50M | 13 % | 339,625 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $19.03M | 8 % | 703,418 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.36M | 3 % | 112,800 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $5.94M | 3 % | 23,558 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.88M | 1 % | 3,931 | ||
VCEB VANGUARD WORLD FD | ESG US CORP BD | 921910691 | $1.53M | 1 % | 24,183 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $1.22M | 1 % | 8,158 |
Rows Per Page
1 - 10 of 2610
- 10
- 50
- 100