Team Hewins, LLC

Q1 2026 13F Holdings

  • Location
    foster city, CA
  • Num holdings

    41

  • Value ($000)

    $336,506

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001964760
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$92.96M
28 %

1,761,273

DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$57.47M
17 %

920,291

DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$46.73M
14 %

964,366

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$45.69M
14 %

413,588

DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$33.72M
10 %

944,372

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$13.22M
4 %

164,052

DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$9.51M
3 %

134,127

IWO

ISHARES TR

RUS 2000 GRW ETF
$8.42M
3 %

26,825

DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$3.66M
1 %

104,353

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$2.72M
1 %

4,169

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