greeksoup/ stock research
Stock research / United States / Funds / Team Hewins, LLC

Team Hewins, LLC

CIK 1964760 · latest 13F filed 29 July 2026 · Read the filing on EDGAR

Team Hewins, LLC reported 40 US-listed holdings worth $365.5 million in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: Dimensional ETF Trust (25.8%), Dimensional ETF Trust (17.6%) and Dimensional ETF Trust (14.3%). Against the quarter before, it opened 0 positions, added to 9, trimmed 14 and sold out of 1.

Reported holdings$365.5M+8.6% on Q1 2026
Positions40-1 on Q1 2026
The largest ten93.6%of its reported holdings
Latest 13FQ2 2026filed 29 July 2026
Where the money is
Added toHeldTrimmed
DFIV25.8%DFAT17.6%DFUV14.3%AVUV14.0%DFLV10.1%AVEM4.1%DFUS3.0%IWO2.8%DFSV1.1%SPY0.9%IVV0.8%AVLV0.7%VCEBVUG26 more3.8%

The 14 largest of its 40 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $261.4 million in 38 positions$261MQ3 24Q4 2024: $255.7 million in 38 positions$256MQ4 24Q1 2025: $257.4 million in 36 positions$257MQ1 25Q2 2025: $277.3 million in 34 positions$277MQ2 25Q3 2025: $296.1 million in 39 positions$296MQ3 25Q4 2025: $310.3 million in 40 positions$310MQ4 25Q1 2026: $336.5 million in 41 positions$337MQ1 26Q2 2026: $365.5 million in 40 positions$366MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +33.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +33.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Added 9Held 17Trimmed 14Sold out 1
Added: 9Held: 17Trimmed: 14Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 9

  1. Vanguard S&P 500 VOO+189 shares · +44%
  2. Vanguard Small Cap Value ETF VBR+192 shares · +14%
  3. iShares Core S&P 500 ETF IVV+34 shares · +1%
  4. iShares Russell 2000 ETF IWM+82 shares · +5%
  5. Vanguard Small Cap ETF VB+50 shares · +2%
  6. VG Totl STK Vprs VTI+26 shares · +1%
  7. SPDR S&P 500 SPY+11 shares · +0%
  8. Vanguard Scottsdale FDS VGIT+124 shares · +1%

and 1 more in the table below

Trimmed 14

  1. Vanguard Specialized Funds VIG-4,861 shares · -62%
  2. Dimensional ETF Trust DFIV-15,605 shares · -1%
  3. American Century ETF Trust AVEM-8,364 shares · -5%
  4. Dimensional ETF Trust DFUV-12,567 shares · -1%
  5. iShares Trust IWO-1,251 shares · -5%
  6. Dimensional ETF Trust DFLV-8,994 shares · -1%
  7. American Centy ETF Trust AVUV-2,238 shares · -1%
  8. Schwab Strategic Trust SCHB-7,535 shares · -39%

and 6 more in the table below

Sold out of 1

  1. SPDR Gold Trust GLD$259,465 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFIV1.7M$94.3 million25.80%-15.6K
Dimensional ETF Trust DFAT917.9K$64.2 million17.55%-2.4K
Dimensional ETF Trust DFUV951.8K$52.4 million14.32%-12.6K
American Centy ETF Trust AVUV411.4K$51.3 million14.04%-2.2K
Dimensional ETF Trust DFLV935.4K$37.0 million10.12%-9.0K
American Century ETF Trust AVEM155.7K$15.0 million4.11%-8.4K
Dimensional ETF Trust DFUS134.1K$11.0 million3.01%-27
iShares Trust IWO25.6K$10.1 million2.76%-1.3K
Dimensional ETF Trust DFSV99.1K$3.8 million1.05%-5.2K
SPDR S&P 500 SPY4.2K$3.1 million0.86%+11
iShares Core S&P 500 ETF IVV3.9K$2.9 million0.79%+34
American Centy ETF Trust AVLV27.8K$2.5 million0.69%-373
Vanguard World FD VCEB36.9K$2.3 million0.63%-326
Vanguard Growth ETF VUG18.7K$1.6 million0.44%no change
VG Totl STK Vprs VTI3.3K$1.2 million0.33%+26
PIMCO ETF Trust MUNI19.9K$1.0 million0.29%no change
Vanguard Scottsdale FDS VGIT17.7K$1.0 million0.29%+124
American Centy ETF Trust AVSD12.3K$980,3250.27%+3
Vanguard Value ETF VTV4.0K$873,9000.24%no change
Vanguard Specialized Funds VIG2.9K$694,4800.19%-4.9K
Wisdomtree Trust DLN7.1K$686,5690.19%no change
Vanguard Small Cap ETF VB2.1K$623,5180.17%+50
American Centy ETF Trust AVSE6.8K$552,8290.15%-36
Vaneck ETF Trust ISRA8.2K$533,1900.15%no change
iShares Core S&P Small-Cap ETF IJR3.5K$516,4160.14%no change
Schwab Strategic Trust SCHD16.0K$507,9400.14%+151
iShares Russell 2000 ETF IWM1.7K$501,7520.14%+82
American Centy ETF Trust AVSU4.8K$428,4500.12%+1
Vanguard S&P 500 VOO616$423,0750.12%+189
iShares Russell 1000 Value Inde IWD1.7K$406,7980.11%no change
Vanguard Small Cap Value ETF VBR1.6K$384,4110.11%+192
GCT Semiconductor Hldg Inc. GCTS125.6K$373,1510.10%no change
Schwab Strategic Trust SCHB11.7K$340,1360.09%-7.5K
Vanguard Ftse Emerging Markets VWO5.1K$302,4500.08%no change
SPDR Ser Trust SLYV2.6K$288,4870.08%no change
Vanguard Mid Cap Index ETF VO3.5K$282,9620.08%no change
iShares Trust EFV3.7K$280,5560.08%no change
SPDR S&P MidCap 400 ETF MDY373$262,9810.07%no change
iShares Core S&P Mid-Cap ETF IJH3.0K$228,4000.06%no change
iShares Trust ITOT1.3K$214,8660.06%-1.3K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.