Team Hewins, LLC Top Holdings and 13F Report (2025) About Team Hewins, LLCInvestment ActivityTeam Hewins, LLC has $230.58 million in total holdings as of December 31, 2024.Team Hewins, LLC owns shares of 26 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 116.03% of the portfolio was sold this quarter.This quarter, Team Hewins, LLC has purchased 34 new stocks and bought additional shares in 0 stocks.Team Hewins, LLC sold shares of 2 stocks and completely divested from 26 stocks this quarter.Largest Holdings Dimensional International Value ETF $60,395,908Dimensional U.S. Targeted Value ETF $52,731,578Dimensional US Marketwide Value ETF $43,365,513Avantis U.S. Small Cap Value ETF $30,498,321Dimensional US Large Cap Value ETF $19,027,453 Largest New Holdings this Quarter Vanguard ESG U.S. Corporate Bond ETF $1,532,718 HoldingVanguard Value ETF $1,219,621 HoldingPIMCO Intermediate Municipal Bond Exchange-Traded Fund $1,177,873 HoldingiShares Core S&P 500 ETF $866,925 HoldingDimensional US Small Cap Value ETF $767,750 Holding Largest Purchases this Quarter Vanguard ESG U.S. Corporate Bond ETF 24,183 shares (about $1.53M)Vanguard Value ETF 8,158 shares (about $1.22M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 22,245 shares (about $1.18M)iShares Core S&P 500 ETF 1,815 shares (about $866.93K)Dimensional US Small Cap Value ETF 26,365 shares (about $767.75K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 176,215 shares (about $84.08M)Dimensional International Value ETF 502 shares (about $17.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeam Hewins, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIVDimensional International Value ETF$60,395,908$17,249 ▼0.0%1,757,73926.2%ETFDFATDimensional U.S. Targeted Value ETF$52,731,5780.0%1,007,67422.9%ETFDFUVDimensional US Marketwide Value ETF$43,365,5130.0%1,165,11318.8%ETFAVUVAvantis U.S. Small Cap Value ETF$30,498,3210.0%339,62513.2%ETFDFLVDimensional US Large Cap Value ETF$19,027,4530.0%703,4188.3%ETFAVEMAvantis Emerging Markets Equity ETF$6,360,7860.0%112,8002.8%ETFIWOiShares Russell 2000 Growth ETF$5,941,7550.0%23,5582.6%ETFSPYSPDR S&P 500 ETF Trust$1,875,761$84,084,768 ▼-97.8%3,9310.8%FinanceVCEBVanguard ESG U.S. Corporate Bond ETF$1,532,718$1,532,718 ▲New Holding24,1830.7%ETFVTVVanguard Value ETF$1,219,621$1,219,621 ▲New Holding8,1580.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,177,873$1,177,873 ▲New Holding22,2450.5%ETFIVViShares Core S&P 500 ETF$866,925$866,925 ▲New Holding1,8150.4%ETFDFSVDimensional US Small Cap Value ETF$767,750$767,750 ▲New Holding26,3650.3%ETFDFUSDimensional U.S. Equity ETF$664,461$664,461 ▲New Holding12,8200.3%ETFVBVanguard Small-Cap ETF$602,871$602,871 ▲New Holding2,8260.3%ETFAVSDAvantis Responsible International Equity ETF$568,712$568,712 ▲New Holding10,5540.2%ETFVUGVanguard Growth ETF$477,601$477,601 ▲New Holding1,5360.2%ETFVBRVanguard Small-Cap Value ETF$408,712$408,712 ▲New Holding2,2710.2%ETFIEFAiShares Core MSCI EAFE ETF$314,254$314,254 ▲New Holding4,4670.1%ETFISRAVanEck Israel ETF$287,516$287,516 ▲New Holding8,2200.1%ETFSCHDSchwab US Dividend Equity ETF$278,193$278,193 ▲New Holding3,6540.1%ETFEFViShares MSCI EAFE Value ETF$268,159$268,159 ▲New Holding5,1470.1%ETFVIGVanguard Dividend Appreciation ETF$250,148$250,148 ▲New Holding1,4680.1%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$245,879$245,879 ▲New Holding5,1270.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$235,000$235,000 ▲New Holding2,2800.1%ETFVWOVanguard FTSE Emerging Markets ETF$217,789$217,789 ▲New Holding5,2990.1%ETFEFAiShares MSCI EAFE ETF$0$38,350,270 ▼-100.0%00.0%FinanceAAPLApple$0$23,021,798 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$20,467,273 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$13,614,618 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$9,495,685 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$7,079,037 ▼-100.0%00.0%Retail/WholesaleGOOGLAlphabet$0$6,757,225 ▼-100.0%00.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$0$6,511,205 ▼-100.0%00.0%FinanceGOOGAlphabet$0$5,543,497 ▼-100.0%00.0%Computer and TechnologyVVisa$0$5,364,252 ▼-100.0%00.0%Business ServicesTSLATesla$0$5,239,947 ▼-100.0%00.0%Auto/Tires/TrucksLLYEli Lilly and Company$0$4,988,630 ▼-100.0%00.0%MedicalADBEAdobe$0$4,853,341 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$4,489,202 ▼-100.0%00.0%FinanceINTUIntuit$0$3,148,277 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$3,124,186 ▼-100.0%00.0%Business ServicesNFLXNetflix$0$2,986,522 ▼-100.0%00.0%Consumer DiscretionaryINTCIntel$0$2,898,561 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$2,648,682 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$2,536,006 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$2,533,142 ▼-100.0%00.0%MedicalMCDMcDonald's$0$2,410,627 ▼-100.0%00.0%Retail/WholesaleNOWServiceNow$0$2,358,971 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$2,027,235 ▼-100.0%00.0%Consumer StaplesABEVAmbev$0$505,280 ▼-100.0%00.0%Consumer StaplesUPXIUpexi$0$496,775 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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