Team Hewins, LLC Top Holdings and 13F Report (2025) About Team Hewins, LLCInvestment ActivityTeam Hewins, LLC has $336.51 million in total holdings as of December 31, 2024.Team Hewins, LLC owns shares of 41 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Team Hewins, LLC has purchased 40 new stocks and bought additional shares in 9 stocks.Team Hewins, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional International Value ETF $92,959,999Dimensional U.S. Targeted Value ETF $57,472,174Dimensional US Marketwide Value ETF $46,733,169Avantis U.S. Small Cap Value ETF $45,689,013Dimensional US Large Cap Value ETF $33,723,521 Largest New Holdings this Quarter 921908844 - Vanguard Dividend Appreciation ETF $1,676,608 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $230,618 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 105,232 shares (about $7.46M)Avantis U.S. Small Cap Value ETF 23,801 shares (about $2.63M)Vanguard Dividend Appreciation ETF 7,796 shares (about $1.68M)Dimensional US Large Cap Value ETF 29,135 shares (about $1.04M)SPDR S&P MidCap 400 ETF Trust 373 shares (about $230.62K) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 5,485 shares (about $342.54K)Dimensional US Marketwide Value ETF 6,782 shares (about $328.66K)Avantis Emerging Markets Equity ETF 3,871 shares (about $311.93K)Vanguard S&P 500 ETF 465 shares (about $277.86K)iShares Core S&P Total U.S. Stock Market ETF 547 shares (about $77.91K) 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$92,959,999$96,535 ▲0.1%1,761,27327.6%ETFDFATDimensional U.S. Targeted Value ETF$57,472,174$342,538 ▼-0.6%920,29117.1%ETFDFUVDimensional US Marketwide Value ETF$46,733,169$328,656 ▼-0.7%964,36613.9%ETFAVUVAvantis U.S. Small Cap Value ETF$45,689,013$2,629,293 ▲6.1%413,58813.6%ETFDFLVDimensional US Large Cap Value ETF$33,723,521$1,040,411 ▲3.2%944,37210.0%ETFAVEMAvantis Emerging Markets Equity ETF$13,219,303$311,925 ▼-2.3%164,0523.9%ETFDFUSDimensional U.S. Equity ETF$9,510,946$7,462,001 ▲364.2%134,1272.8%ETFIWOiShares Russell 2000 Growth ETF$8,417,907$72,176 ▼-0.9%26,8252.5%ETFDFSVDimensional US Small Cap Value ETF$3,656,533$28,803 ▼-0.8%104,3531.1%ETFSPYSPDR S&P 500 ETF Trust$2,718,571$10,433 ▼-0.4%4,1690.8%FinanceIVViShares Core S&P 500 ETF$2,494,646$8,492 ▼-0.3%3,8190.7%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$2,335,746$9,047 ▲0.4%37,1760.7%ETFAVLVAvantis U.S. Large Cap Value ETF$2,274,815$15,558 ▼-0.7%28,2200.7%ETFVIGVanguard Dividend Appreciation ETF$1,676,608$1,676,608 ▲New Holding7,7960.5%ETFVUGVanguard Growth ETF$1,361,912$67,266 ▼-4.7%3,1180.4%ETFVTIVanguard Total Stock Market ETF$1,053,2200.0%3,2830.3%ETFVGITVanguard Intermediate-Term Treasury ETF$1,046,056$3,930 ▲0.4%17,5660.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,039,7300.0%19,9220.3%ETFAVSDAvantis Responsible International Equity ETF$903,595$16,350 ▼-1.8%12,2690.3%ETFVTVVanguard Value ETF$786,7620.0%4,0100.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$636,7450.0%7,1280.2%FinanceVBVanguard Small-Cap ETF$525,674$524 ▼-0.1%2,0070.2%ETFISRAVanEck Israel ETF$497,0100.0%8,2200.1%ETFSCHDSchwab US Dividend Equity ETF$486,806$19,298 ▼-3.8%15,8670.1%ETFSCHBSchwab US Broad Market ETF$483,935$213,755 ▲79.1%19,2800.1%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$452,043$14,644 ▼-3.1%6,7910.1%ETFIJRiShares Core S&P Small-Cap ETF$432,848$3,108 ▼-0.7%3,4820.1%ETFIWMiShares Russell 2000 ETF$393,824$181,784 ▲85.7%1,5880.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$367,897$77,909 ▼-17.5%2,5830.1%ETFIWDiShares Russell 1000 Value ETF$358,5390.0%1,6780.1%ETFAVSUAvantis Responsible U.S. Equity ETF$357,758$3,918 ▲1.1%4,8390.1%ETFVBRVanguard Small-Cap Value ETF$301,978$41,278 ▼-12.0%1,3900.1%ETFVWOVanguard FTSE Emerging Markets ETF$273,8720.0%5,0670.1%ETFEFViShares MSCI EAFE Value ETF$272,4930.0%3,6650.1%ETFGLDSPDR Gold Shares$259,465$9,036 ▼-3.4%6030.1%FinanceVOOVanguard S&P 500 ETF$255,154$277,861 ▼-52.1%4270.1%ETFVOVanguard Mid-Cap ETF$252,145$5,456 ▼-2.1%8780.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$250,0700.0%2,6440.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$230,618$230,618 ▲New Holding3730.1%ETFIJHiShares Core S&P Mid-Cap ETF$200,024$8,239 ▼-4.0%2,9620.1%ETFGCT SEMICONDUCTOR HLDG INC$143,2300.0%125,6400.0%COMMON STOCKESGDiShares ESG Aware MSCI EAFE ETF$0$200,735 ▼-100.0%00.0%ManufacturingShowing 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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