Team Hewins, LLC

CIK 0001964760 · FOSTER CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Team Hewins, LLC reported 40 positions worth $365.5M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: DFIV (25.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$365.5M
2026 Q2
Positions
40
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.6%
Est. Net Flow (Q)
2026 Q2
10 / 40 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFIVDIMENSIONAL ETF TRUSTSH$94.3M25.80%1,745,668
2DFATDIMENSIONAL ETF TRUSTSH$64.2M17.55%917,911
3DFUVDIMENSIONAL ETF TRUSTSH$52.4M14.32%951,799
4AVUVAMERICAN CENTY ETF TRSH$51.3M14.04%411,350
5DFLVDIMENSIONAL ETF TRUSTSH$37.0M10.12%935,378
6AVEMAMERICAN CENTY ETF TRSH$15.0M4.11%155,688
7DFUSDIMENSIONAL ETF TRUSTSH$11.0M3.01%134,100
8IWOISHARES TRSH$10.1M2.76%25,574
9DFSVDIMENSIONAL ETF TRUSTSH$3.8M1.05%99,124
10SPYSTATE STR SPDR S&P 500 ETF TSH$3.1M0.86%4,180

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Team Hewins, LLC hold as of Q2 2026?

Team Hewins, LLC reported 40 positions worth $365.5M in its Q2 2026 13F filing. Largest positions: DFIV (25.8%), DFAT (17.6%), DFUV (14.3%), AVUV (14.0%) and DFLV (10.1%).

What did Team Hewins, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Team Hewins, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.