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Team Hewins, LLC Top Holdings and 13F Report (2025)

About Team Hewins, LLC

Investment Activity

  • Team Hewins, LLC has $365.54 million in total holdings as of December 31, 2024.
  • Team Hewins, LLC owns shares of 40 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 0.50% of the portfolio was purchased this quarter.
  • About 1.57% of the portfolio was sold this quarter.
  • This quarter, Team Hewins, LLC has purchased 41 new stocks and bought additional shares in 13 stocks.
  • Team Hewins, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

Vanguard Growth ETF
15,590 shares (about $1.34M)
Vanguard Mid-Cap ETF
2,634 shares (about $212.22K)
Vanguard S&P 500 ETF
189 shares (about $129.81K)
Vanguard Small-Cap Value ETF
192 shares (about $46.65K)
iShares Core S&P 500 ETF
34 shares (about $25.46K)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF
4,861 shares (about $1.15M)
Dimensional International Value ETF
15,605 shares (about $842.98K)
Avantis Emerging Markets Equity ETF
8,364 shares (about $807.04K)
Dimensional US Marketwide Value ETF
12,567 shares (about $691.31K)
iShares Russell 2000 Growth ETF
1,251 shares (about $492.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTeam Hewins, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$94,300,969$842,982 â–¼-0.9%1,745,66825.8%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$64,161,992$166,362 â–¼-0.3%917,91117.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$52,358,458$691,311 â–¼-1.3%951,79914.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$51,320,065$279,213 â–¼-0.5%411,35014.0%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$36,984,843$355,623 â–¼-1.0%935,37810.1%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$15,022,378$807,045 â–¼-5.1%155,6884.1%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$10,988,154$2,212 â–¼0.0%134,1003.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$10,075,076$492,841 â–¼-4.7%25,5742.8%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$3,845,024$202,833 â–¼-5.0%99,1241.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,129,362$8,235 â–²0.3%4,1800.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,885,515$25,463 â–²0.9%3,8530.8%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$2,539,925$34,021 â–¼-1.3%27,8470.7%ETF
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$2,312,726$20,460 â–¼-0.9%36,8500.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,611,508$1,342,923 â–²500.0%18,7080.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,224,463$9,621 â–²0.8%3,3090.3%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,047,8980.0%19,9220.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,043,357$7,314 â–²0.7%17,6900.3%ETF
AVSD
Avantis Responsible International Equity ETF
$980,325$240 â–²0.0%12,2720.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$873,9000.0%4,0100.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$694,480$1,150,210 â–¼-62.4%2,9350.2%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$686,5690.0%7,1280.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$623,518$15,156 â–²2.5%2,0570.2%ETF
AVSE
Avantis Responsible Emerging Markets Equity ETF
$552,829$2,946 â–¼-0.5%6,7550.2%ETF
VanEck Israel ETF stock logo
ISRA
VanEck Israel ETF
$533,1900.0%8,2200.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$516,4160.0%3,4820.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$507,940$4,788 â–²1.0%16,0180.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$501,752$24,637 â–²5.2%1,6700.1%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$428,450$89 â–²0.0%4,8400.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$423,075$129,807 â–²44.3%6160.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$406,7980.0%1,6780.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$384,411$46,654 â–²13.8%1,5820.1%ETF
GCT SEMICONDUCTOR HLDG INC
$373,1510.0%125,6400.1%COMMON STOCK
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$340,136$218,214 â–¼-39.1%11,7450.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$302,4500.0%5,0670.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$288,4870.0%2,6440.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$282,962$212,222 â–²300.0%3,5120.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$280,5560.0%3,6650.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$262,9810.0%3730.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$228,4000.0%2,9620.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$214,866$209,445 â–¼-49.4%1,3080.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$259,465 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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