Team Hewins, LLC Top Holdings and 13F Report (2025) About Team Hewins, LLCInvestment ActivityTeam Hewins, LLC has $277.34 million in total holdings as of December 31, 2024.Team Hewins, LLC owns shares of 34 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Team Hewins, LLC has purchased 36 new stocks and bought additional shares in 11 stocks.Team Hewins, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional International Value ETF $78,489,141Dimensional U.S. Targeted Value ETF $52,666,961Dimensional US Marketwide Value ETF $44,641,918Avantis U.S. Small Cap Value ETF $33,808,235Dimensional US Large Cap Value ETF $26,032,984 Largest New Holdings this Quarter 025072349 - Avantis U.S. Large Cap Value ETF $1,962,539 Holding025072281 - Avantis Responsible U.S. Equity ETF $328,243 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 58,835 shares (about $4.03M)Avantis U.S. Large Cap Value ETF 28,772 shares (about $1.96M)Avantis U.S. Small Cap Value ETF 20,454 shares (about $1.86M)Dimensional US Small Cap Value ETF 28,940 shares (about $851.70K)iShares Russell 2000 Growth ETF 2,003 shares (about $572.57K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 19,599 shares (about $828.65K)Dimensional International Value ETF 19,148 shares (about $820.11K)iShares Core S&P 500 ETF 1,267 shares (about $786.72K)Vanguard Value ETF 3,494 shares (about $620.90K)Vanguard Small-Cap ETF 730 shares (about $173.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeam Hewins, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIVDimensional International Value ETF$78,489,141$820,109 ▼-1.0%1,832,57428.3%ETFDFATDimensional U.S. Targeted Value ETF$52,666,961$84,339 ▼-0.2%976,03719.0%ETFDFUVDimensional US Marketwide Value ETF$44,641,918$828,645 ▼-1.8%1,055,86416.1%ETFAVUVAvantis U.S. Small Cap Value ETF$33,808,235$1,863,361 ▲5.8%371,11112.2%ETFDFLVDimensional US Large Cap Value ETF$26,032,984$407,758 ▲1.6%839,2329.4%ETFAVEMAvantis Emerging Markets Equity ETF$11,686,499$4,032,557 ▲52.7%170,5064.2%ETFIWOiShares Russell 2000 Growth ETF$7,978,308$572,574 ▲7.7%27,9102.9%ETFDFSVDimensional US Small Cap Value ETF$3,141,655$851,705 ▲37.2%106,7501.1%ETFSPYSPDR S&P 500 ETF Trust$2,595,3690.0%4,1890.9%FinanceVCEBVanguard ESG U.S. Corporate Bond ETF$2,202,877$22,697 ▲1.0%34,7460.8%ETFAVLVAvantis U.S. Large Cap Value ETF$1,962,539$1,962,539 ▲New Holding28,7720.7%ETFDFUSDimensional U.S. Equity ETF$1,944,653$110,114 ▼-5.4%29,0160.7%ETFVGITVanguard Intermediate-Term Treasury ETF$1,034,115$205,746 ▲24.8%17,2900.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,007,2730.0%19,6120.4%ETFAVSDAvantis Responsible International Equity ETF$857,881$135 ▲0.0%12,6990.3%ETFIVViShares Core S&P 500 ETF$772,434$786,715 ▼-50.5%1,2440.3%ETFVTVVanguard Value ETF$714,191$620,897 ▼-46.5%4,0190.3%ETFVUGVanguard Growth ETF$669,330$7,900 ▲1.2%1,5250.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$565,1240.0%6,8800.2%FinanceVBVanguard Small-Cap ETF$479,946$173,446 ▼-26.5%2,0200.2%ETFISRAVanEck Israel ETF$426,0700.0%8,2200.2%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$410,913$109,573 ▲36.4%7,0090.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$348,4040.0%2,5800.1%ETFAVSUAvantis Responsible U.S. Equity ETF$328,243$328,243 ▲New Holding4,7850.1%ETFIWDiShares Russell 1000 Value ETF$325,918$2,719 ▲0.8%1,6780.1%ETFVBRVanguard Small-Cap Value ETF$309,5550.0%1,5800.1%ETFSCHBSchwab US Broad Market ETF$256,5070.0%10,7640.1%ETFVOOVanguard S&P 500 ETF$254,6900.0%4470.1%ETFVOVanguard Mid-Cap ETF$251,6260.0%8970.1%ETFGLDSPDR Gold Shares$251,180$13,108 ▼-5.0%8240.1%FinanceVWOVanguard FTSE Emerging Markets ETF$250,6140.0%5,0670.1%ETFSCHDSchwab US Dividend Equity ETF$234,1330.0%8,8350.1%ETFEFViShares MSCI EAFE Value ETF$232,6550.0%3,6650.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$210,8860.0%2,6440.1%ETFBRK.ABerkshire Hathaway$0$798,442 ▼-100.0%00.0%FinanceIEFAiShares Core MSCI EAFE ETF$0$412,974 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$271,974 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$222,255 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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