Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Team Hewins, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Team Hewins, LLC (CIK 1964760) reported $365.5M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIV ($94.3M, 25.80%), DFAT ($64.2M, 17.55%), DFUV ($52.4M, 14.32%), AVUV ($51.3M, 14.04%), DFLV ($37.0M, 10.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFIVDIMENSIONAL ETF TRUST$94.3M25.80%1.7MTrimmed
2DFATDIMENSIONAL ETF TRUST$64.2M17.55%917,911Trimmed
3DFUVDIMENSIONAL ETF TRUST$52.4M14.32%951,799Trimmed
4AVUVAMERICAN CENTY ETF TR$51.3M14.04%411,350Trimmed
5DFLVDIMENSIONAL ETF TRUST$37.0M10.12%935,378Trimmed
6AVEMAMERICAN CENTY ETF TR$15.0M4.11%155,688Trimmed
7DFUSDIMENSIONAL ETF TRUST$11.0M3.01%134,100Trimmed
8IWOISHARES TR$10.1M2.76%25,574Trimmed
9DFSVDIMENSIONAL ETF TRUST$3.8M1.05%99,124Trimmed
10SPYSTATE STR SPDR S&P 500 ETF T$3.1M0.86%4,180Added
11IVVISHARES TR$2.9M0.79%3,853Added
12AVLVAMERICAN CENTY ETF TR$2.5M0.69%27,847Trimmed
13VCEBVANGUARD WORLD FD$2.3M0.63%36,850Trimmed
14VUGVANGUARD INDEX FDS$1.6M0.44%18,708Added
15VTIVANGUARD INDEX FDS$1.2M0.33%3,309Added
16VGITVANGUARD SCOTTSDALE FDS$1.0M0.29%17,690Added
17MUNIPIMCO ETF TR$1.0M0.29%19,922Hold
18AVSDAMERICAN CENTY ETF TR$980,3250.27%12,272Added
19VTVVANGUARD INDEX FDS$873,9000.24%4,010Hold
20DLNWISDOMTREE TR$686,5690.19%7,128Hold
21VIGVANGUARD SPECIALIZED FUNDS$694,4800.19%2,935Trimmed
22VBVANGUARD INDEX FDS$623,5180.17%2,057Added
23AVSEAMERICAN CENTY ETF TR$552,8290.15%6,755Trimmed
24ISRAVANECK ETF TRUST$533,1900.15%8,220Hold
25IWMISHARES TR$501,7520.14%1,670Added

Source: SEC Form 13F filings · as of 2026-06-30