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Team Hewins, LLC

13F
Team Hewins, LLC
Last update 2024-11-12 34 Stocks (22 new)
Value $488.00 Mil Turnover 55 %
Countries:
Team Hewins, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
180,146
85,968.3
+4,456.04%
17.630
+17.24%
0.020
+2.96%
+1.96%
631,512.8
 
DFIV
Dimensional International Value ETF
1,758,241
60,413.2
-2.42%
12.390
-0.65%
0.820
-2.00%
+2.34%
8,325.7
 
DFAT
Dimensional U.S. Targeted Value ETF
1,007,674
52,731.6
+1.10%
10.810
+0.12%
0.530
+1.44%
+3.07%
11,082.7
 
DFUV
Dimensional US Marketwide Value ETF
1,165,113
43,365.5
+6.06%
8.890
+0.51%
0.430
+0.20%
+4.08%
11,598.5
 
EFA
iShares MSCI EAFE ETF
508,962
38,350.3
New Holding
7.860
+7.86%
0.070
-4.38%
+1.55%
53,947.0
 
AVUV
Avantis U.S. Small Cap Value ETF
339,625
30,498.3
-1.41%
6.250
-0.18%
0.240
+1.03%
+2.89%
15,797.8
 
AAPL
Apple Inc
119,575
23,021.8
+9,119.35%
4.720
+4.67%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
MSFT
Microsoft Corp
54,428
20,467.3
+3,190.69%
4.200
+4.07%
0.000
+3.16%
+1.79%
3,189,786.9
Software
DFLV
Dimensional US Large Cap Value ETF
703,418
19,027.5
-3.62%
3.900
-0.32%
0.810
-0.42%
+4.00%
2,973.1
 
NVDA
NVIDIA Corp
27,492
13,614.6
New Holding
2.790
+2.79%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors

Team Hewins, LLC's Historical Top Holdings Breakdowns

Team Hewins, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
S&P 500 ETF TRUST ETF2023-12-31Reduce
-17.31%
410.68 ($445.46) 476.69
$597.58
34.15%
Reduce -97.81%
3,931
-175,597
SPY
S&P 500 ETF TRUST ETF2023-09-30Add
+17.29%
425.88 ($444.77) 457.79
$597.58
34.36%
Add 4258.53%
179,528
175,409
SPY
SPDR S&P 500 ETF Trust2024-09-30Add
+17.24%
517.38 ($552.93) 573.76
$597.58
8.08%
Add 4456.04%
180,146
176,192
EFA
iShares MSCI EAFE ETF2023-09-30New Buy
+8.06%
68.56 ($71.64) 74.46
$76.78
7.17%
New holding
508,962
508,962
EFA
iShares MSCI EAFE ETF2023-12-31Sold Out
-8.06%
65.84 ($70.68) 75.47
$76.78
8.63%
Sold Out
0
-508,962
EFA
iShares MSCI EAFE ETF2024-09-30New Buy
+7.86%
75.32 ($80.46) 84.43
$76.78
-4.57%
New holding
508,962
508,962
DFLV
Dimensional US Large Cap Value ETF2023-06-30New Buy
+7.56%
23.61 ($24.46) 25.4
$31.23
27.68%
New holding
623,391
623,391
AAPL
Apple Inc2023-12-31Sold Out
-4.71%
166.89 ($184.64) 198.11
$229.98
24.56%
Sold Out
0
-119,708
AAPL
Apple Inc2023-09-30New Buy
+4.71%
170.43 ($183.38) 196.45
$229.98
25.41%
New holding
119,708
119,708
AAPL
Apple Inc2024-09-30Add
+4.67%
207.23 ($223.32) 234.82
$229.98
2.98%
Add 9119.35%
119,575
118,278

Team Hewins, LLC Total Holding History ($B)

To

Team Hewins, LLC's Asset Allocation

To

Team Hewins, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Team Hewins, LLC's Hypothetical Growth since 2024-09-30

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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