Team Hewins, LLC

Est. AUM

$336.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$93.0M	1761273	27.62%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$57.5M	920291	17.08%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$46.7M	964366	13.89%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$45.7M	413588	13.58%	SOLE
5	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$33.7M	944372	10.02%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$13.2M	164052	3.93%	SOLE
7	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$9.5M	134127	2.83%	SOLE
8	ISHARES TR	RUS 2000 GRW ETF	$8.4M	26825	2.50%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.7M	104353	1.09%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4169	0.81%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$2.5M	3819	0.74%	SOLE
12	VANGUARD WORLD FD	ESG US CORP BD	$2.3M	37176	0.69%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.3M	28220	0.68%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	7796	0.50%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$1.4M	3118	0.40%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3283	0.31%	SOLE
17	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	17566	0.31%	SOLE
18	PIMCO ETF TR	INTER MUN BD ACT	$1.0M	19922	0.31%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$904K	12269	0.27%	SOLE
20	VANGUARD INDEX FDS	VALUE ETF	$787K	4010	0.23%	SOLE
21	WISDOMTREE TR	US LARGECAP DIVD	$637K	7128	0.19%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$526K	2007	0.16%	SOLE
23	VANECK ETF TRUST	ISRAEL ETF	$497K	8220	0.15%	SOLE
24	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$487K	15867	0.14%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$484K	19280	0.14%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$452K	6791	0.13%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$433K	3482	0.13%	SOLE
28	ISHARES TR	RUSSELL 2000 ETF	$394K	1588	0.12%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$368K	2583	0.11%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$359K	1678	0.11%	SOLE
31	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$358K	4839	0.11%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$302K	1390	0.09%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$274K	5067	0.08%	SOLE
34	ISHARES TR	EAFE VALUE ETF	$272K	3665	0.08%	SOLE
35	SPDR GOLD TR	GOLD SHS	$259K	603	0.08%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$255K	427	0.08%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$252K	878	0.07%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$250K	2644	0.07%	SOLE
39	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$231K	373	0.07%	SOLE
40	ISHARES TR	CORE S&P MCP ETF	$200K	2962	0.06%	SOLE
41	GCT SEMICONDUCTOR HLDG INC	COMMON STOCK	$143K	125640	0.04%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.