TH
| |
Team Hewins, LLC13F | |
| Team Hewins, LLC | |
| Last update 2025-07-08 | 36 Stocks (2 new) |
| Value $257.00 Mil | Turnover 2 % |
Team Hewins, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIV | Dimensional International Value ETF | 1,851,722 | 72,883.8 | +0.87% | 28.320 | +0.24% | 0.650 | +12.53% | +25.02% | 12,331.7 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 977,600 | 50,336.6 | -0.92% | 19.560 | -0.20% | 0.490 | +18.37% | +1.69% | 11,117.7 | ||
DFUV | Dimensional US Marketwide Value ETF | 1,075,463 | 44,319.8 | -1.08% | 17.220 | -0.19% | 0.390 | +12.89% | +5.98% | 11,765.5 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 350,657 | 30,566.8 | -1.89% | 11.880 | -0.26% | 0.200 | +18.31% | -0.67% | 17,010.0 | ||
DFLV | Dimensional US Large Cap Value ETF | 826,087 | 25,253.5 | +3.04% | 9.810 | +0.29% | 0.710 | +11.91% | +6.16% | 3,792.0 | ||
AVEM | Avantis Emerging Markets Equity ETF | 111,671 | 6,719.3 | +1.78% | 2.610 | +0.05% | 0.070 | +20.53% | +21.00% | 11,048.1 | ||
IWO | iShares Russell 2000 Growth ETF | 25,907 | 6,620.0 | +12.62% | 2.570 | +0.29% | 0.060 | +20.87% | +1.38% | 11,815.4 | ||
SPY | SPDR S&P 500 ETF Trust | 4,189 | 2,350.2 | -0.50% | 0.910 | 0% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
DFSV | Dimensional US Small Cap Value ETF | 77,810 | 2,190.3 | +382.21% | 0.850 | +0.67% | 0.050 | +19.80% | +0.82% | 4,961.9 | ||
VCEB |
Vanguard ESG U.S. Corporate Bond ETF
Vanguard ESG U.S. Corporate Bond ETF
| 34,388 | 2,163.7 | +23.99% | 0.840 | +0.16% | 0.260 | +3.13% | +3.72% | 848.4 |
Team Hewins, LLC's Historical Top Holdings Breakdowns
Team Hewins, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.67% | 27.56 ($30.26) 32.1 | $30.80 | 1.78% | Add 382.21% | 77,810 | 61,674 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +0.32% | 57.44 ($58.5) 59.4 | $59.47 | 1.66% | New holding | 13,850 | 13,850 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.31% | 663000 ($729331) 801950 | $714,710.00 | -2.00% | New holding | 1 | 1 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.29% | 29.56 ($30.89) 31.77 | $31.60 | 2.30% | Add 3.04% | 826,087 | 24,346 | |
IWO | iShares Russell 2000 Growth ETF | 2025-03-31 | Add Add | +0.29% | 254.58 ($282.23) 302.92 | $291.02 | 3.11% | Add 12.62% | 25,907 | 2,904 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.26% | 84.96 ($93.96) 100.71 | $95.06 | 1.17% | Reduce -1.89% | 350,657 | -6,761 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.24% | 35.33 ($38.16) 40.8 | $43.43 | 13.81% | Add 0.87% | 1,851,722 | 15,922 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Reduce Reduce | -0.20% | 50.44 ($55.03) 58.1 | $56.17 | 2.07% | Reduce -0.92% | 977,600 | -9,039 | |
DFUV | Dimensional US Marketwide Value ETF | 2025-03-31 | Reduce Reduce | -0.19% | 39.96 ($41.98) 43.23 | $42.99 | 2.41% | Reduce -1.08% | 1,075,463 | -11,728 | |
VCEB |
Vanguard ESG U.S. Corporate Bond ETF
Vanguard ESG U.S. Corporate Bond ETF
| 2025-03-31 | Add Add | +0.16% | 61.23 ($62.45) 63.33 | $63.07 | 0.99% | Add 23.99% | 34,388 | 6,653 |
Team Hewins, LLC Total Holding History ($B)
Team Hewins, LLC's Asset Allocation
Team Hewins, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Team Hewins, LLC's Hypothetical Growth since 2025-03-31
Team Hewins, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Team Hewins, LLC's Holdings Heat Map
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Team Hewins, LLC's Holdings Bubble Chart
Team Hewins, LLC News
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