account_balance

Investment manager · 13F filer · SEC CIK 1964760

Team Hewins, LLC

Reported value$361Mas of Sep 30, 2026
Positions47 7 new, 0 sold out
Top 10 weight92.8%DFIV alone is 26%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFIV Dimensional ETF Trust 26.4% Trimmed −2%
DFAT Dimensional ETF Trust 16.6% Held
DFUV Dimensional ETF Trust 14.1% Trimmed −2%
AVUV American Centy ETF Tr 13.6% Held
DFLV Dimensional ETF Trust 10.6% Added +2%
AVEM American Centy ETF Tr 4.0% Held
DFUS Dimensional ETF Trust 3.0% Held
IWO iShares Tr 2.5% Held
DFSV Dfa Invt Dimensions Group In 1.0% Held
SPY SPDR S&P 500 ETF Trust 0.9% Held
IVV iShares Tr 0.8% Trimmed −4%
AVLV American Centy ETF Tr 0.6% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
  • VTV +21%
  • VUG +11%
  • VCEB +6%
  • DFLV +2%
arrow_downwardTrimmed
  • AVLV −7%
  • AVSD −5%
  • IVV −4%
  • DFUV −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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