Team Hewins, LLC
CIK 0001964760 · FOSTER CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
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
Top Holdings
DFIV
DIMENSIONAL ETF TRUST
25.8%
DFAT
DIMENSIONAL ETF TRUST
17.6%
DFUV
DIMENSIONAL ETF TRUST
14.3%
AVUV
AMERICAN CENTY ETF TR
14.0%
DFLV
DIMENSIONAL ETF TRUST
10.1%
AVEM
AMERICAN CENTY ETF TR
4.1%
DFUS
DIMENSIONAL ETF TRUST
3.0%
IWO
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.