Team Hewins, LLC Portfolio Holdings

Team Hewins, LLC

$231 Billion
Q4 2024

Team Hewins, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $60.4B, Dimensional ETF Tr U S Target with a value of $52.7B, Dimensional ETF Tr Us Marketwi with a value of $43.4B, American Centy ETF Tr Avantis with a value of $30.5B, and Dimensional ETF Trust with a value of $19B.

Examining the 13F form we can see an decrease of $257B in the current position value, from $488B to 231B.

Team Hewins, LLC is based out at Redwood City, CA

Below you can find more details about Team Hewins, LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Billion

ETFs: $212 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFIV Dimensional ETF Tr ETFs	$0	$60.4 Billion 26.19% of portfolio	1,757,739	Q4 2024 Reduced 0.03%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$52.7 Billion 22.87% of portfolio	1,007,674	Q3 2024 Added 1.1%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$43.4 Billion 18.81% of portfolio	1,165,113	Q3 2024 Added 6.06%
AVUV American Centy ETF Tr Avantis ETFs	$0	$30.5 Billion 13.23% of portfolio	339,625	Q3 2024 Reduced 1.41%
Dimensional ETF Trust	-	$19 Billion 8.25% of portfolio	-	Q3 2024 Reduced 3.62%
AVEM American Centy ETF Tr Avantis ETFs	$0	$6.36 Billion 2.76% of portfolio	112,800	Q3 2024 Reduced 1.13%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$5.94 Billion 2.58% of portfolio	23,558	Q3 2024 Reduced 1.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.88 Billion 0.81% of portfolio	3,931	Q4 2024 Reduced 97.82%
VCEB Vanguard World Fd Esg U S Corp ETFs	$0	$1.53 Billion 0.66% of portfolio	24,183	Q4 2024 New
VTV Vanguard Value ETF ETFs	$0	$1.22 Billion 0.53% of portfolio	8,158	Q4 2024 New
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$1.18 Billion 0.51% of portfolio	22,245	Q4 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$867 Million 0.38% of portfolio	1,815	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$768 Million 0.33% of portfolio	26,365	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$664 Million 0.29% of portfolio	12,820	Q4 2024 New
VB Vanguard Small Cap ETF ETFs	$0	$603 Million 0.26% of portfolio	2,826	Q4 2024 New
AVSD American Centy ETF Tr Avantis ETFs	$0	$569 Million 0.25% of portfolio	10,554	Q4 2024 New
VUG Vanguard Growth ETF ETFs	$0	$478 Million 0.21% of portfolio	1,536	Q4 2024 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$409 Million 0.18% of portfolio	2,271	Q4 2024 New
IEFA Ishares Tr ETFs	$0	$314 Million 0.14% of portfolio	4,467	Q4 2024 New
EFV Msci Eafe Value ETF ETFs	$0	$268 Million 0.12% of portfolio	5,147	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$278 Million 0.12% of portfolio	3,654	Q4 2024 New
ISRA Vaneck ETF Tr Israel ETF ETFs	$0	$288 Million 0.12% of portfolio	8,220	Q4 2024 New
VIG Vanguard Dividend Appreciation ETFs	$0	$250 Million 0.11% of portfolio	1,468	Q4 2024 New
AVSE American Centy ETF Tr Avantis ETFs	$0	$246 Million 0.11% of portfolio	5,127	Q4 2024 New
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$235 Million 0.1% of portfolio	2,280	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$218 Million 0.09% of portfolio	5,299	Q4 2024 New

Summary

Portfolio
No. of Stocks 26
Current Value $231 Billion
Prior Value $488 Billion
Filing
Period Q4 2024
Filing Date January 21, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 18 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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