Q2 2026 13F · SEC CIK 1964760

Team Hewins, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $365.5M
Reported positions: 40
Top holdings a year, 3 yrs: +23.2%
Assets under management: $4.0B

Team Hewins, LLC is a wealth manager that reported 40 positions worth $365.5M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Dimensional ETF Trust (DFIV, 25.8%), Dimensional ETF Trust (DFAT, 17.6%), Dimensional ETF Trust (DFUV, 14.3%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 22.7% for the S&P 500.

Team Hewins, LLC holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Team Hewins, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFIVDimensional ETF Trust	25.8%	27.6%	1,745,668	-0.9%	$94.3M
DFATDimensional ETF Trust	17.6%	17.1%	917,911	-0.3%	$64.2M
DFUVDimensional ETF Trust	14.3%	13.9%	951,799	-1.3%	$52.4M
AVUVAmerican Centy ETF Tr	14.0%	13.6%	411,350	-0.5%	$51.3M
DFLVDimensional ETF Trust	10.1%	10.0%	935,378	-1.0%	$37.0M
AVEMAmerican Centy ETF Tr	4.1%	3.9%	155,688	-5.1%	$15.0M
DFUSDimensional ETF Trust	3.0%	2.8%	134,100	-0.0%	$11.0M
IWOIshares Tr	2.8%	2.5%	25,574	-4.7%	$10.1M
DFSVDimensional US Small Cap	1.1%	1.1%	99,124	-5.0%	$3.8M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.8%	4,180	+0.3%	$3.1M
IVVIshares Tr	0.8%	0.7%	3,853	+0.9%	$2.9M
AVLVAmerican Centy ETF Tr	0.7%	0.7%	27,847	-1.3%	$2.5M
VCEBVanguard Esg U.s. Corporate Bond ETF	0.6%	0.7%	36,850	-0.9%	$2.3M
VUGVanguard Index Fds	0.4%	0.4%	18,708	+500.0%	$1.6M
VTIVanguard Index Fds	0.3%	0.3%	3,309	+0.8%	$1.2M
MUNIPimco ETF Tr	0.3%	0.3%	19,922	+0.0%	$1.0M
VGITVanguard Scottsdale Fds	0.3%	0.3%	17,690	+0.7%	$1.0M
AVSDAvantis Responsible International Equity	0.3%	0.3%	12,272	+0.0%	$980K
VTVVanguard Index Fds	0.2%	0.2%	4,010	+0.0%	$874K
VIGVanguard Specialized Funds	0.2%	0.5%	2,935	-62.4%	$694K
DLNWisdomtree Tr	0.2%	0.2%	7,128	+0.0%	$687K
VBVanguard Index Fds	0.2%	0.2%	2,057	+2.5%	$624K
AVSEAmerican Centy ETF Tr	0.2%	0.1%	6,755	-0.5%	$553K
ISRAVaneck ETF Trust	0.1%	0.1%	8,220	+0.0%	$533K
IJRIshares Tr	0.1%	0.1%	3,482	+0.0%	$516K
SCHDSchwab Strategic Tr	0.1%	0.1%	16,018	+1.0%	$508K
IWMIshares Tr	0.1%	0.1%	1,670	+5.2%	$502K
AVSUAvantis Responsible U.S. Equity ETF	0.1%	0.1%	4,840	+0.0%	$428K
VOOVanguard Index Fds	0.1%	0.1%	616	+44.3%	$423K
IWDIshares Tr	0.1%	0.1%	1,678	+0.0%	$407K
VBRVanguard Index Fds	0.1%	0.1%	1,582	+13.8%	$384K
GCTSGct Semiconductor Hldg Inc	0.1%	0.0%	125,640	+0.0%	$373K
SCHBSchwab Strategic Tr	0.1%	0.1%	11,745	-39.1%	$340K
VWOVanguard Intl Equity Index F	0.1%	0.1%	5,067	+0.0%	$302K
SLYVSpdr Series Trust	0.1%	0.1%	2,644	+0.0%	$288K
VOVanguard Index Fds	0.1%	0.1%	3,512	+300.0%	$283K
EFVIshares Tr	0.1%	0.1%	3,665	+0.0%	$281K
MDYState Str Spdr S&p Midcap 40	0.1%	0.1%	373	+0.0%	$263K
IJHIshares Tr	0.1%	0.1%	2,962	+0.0%	$228K
ITOTIshares Tr	0.1%	0.1%	1,308	-49.4%	$215K

What Team Hewins, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +29.5% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +22.7%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$365.5M	40
Q1 2026	$336.5M	41
Q4 2025	$310.3M	40
Q3 2025	$296.1M	39
Q2 2025	$277.3M	34
Q1 2025	$257.4M	36
Q2 2024	$240.7M	33
Q1 2024	$248.4M	28
Q3 2023	$435.1M	32
Q2 2023	$209.5M	26
Q1 2023	$188.4M	26
Q4 2022	$184.4M	25

Questions about Team Hewins, LLC's portfolio

What stocks does Team Hewins, LLC own?

Team Hewins, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 40 positions worth $365.5M. The largest are Dimensional ETF Trust (DFIV) at 25.8%, Dimensional ETF Trust (DFAT) at 17.6%, Dimensional ETF Trust (DFUV) at 14.3%, American Centy ETF Tr (AVUV) at 14.0% and Dimensional ETF Trust (DFLV) at 10.1%.

What did Team Hewins, LLC buy last quarter?

In Q2 2026, Team Hewins, LLC added Vanguard Index Fds (VUG) (+500.0% shares), Vanguard Index Fds (VO) (+300.0% shares) and Vanguard Index Fds (VOO) (+44.3% shares), compared with its Q1 2026 filing.

What did Team Hewins, LLC sell last quarter?

In Q2 2026, Team Hewins, LLC sold all of Spdr Gold Tr (GLD), Vanguard Specialized Funds (VIG) (-62.4% shares), Ishares Tr (ITOT) (-49.4% shares) and Schwab Strategic Tr (SCHB) (-39.1% shares), compared with its Q1 2026 filing.

How has Team Hewins, LLC's portfolio performed?

A portfolio copying Team Hewins, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +22.7% for the S&P 500. Over 1 year: +29.5% against +20.1%.

When is Team Hewins, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Team Hewins, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Team Hewins, LLC manage?

Team Hewins, LLC reported $4.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $365.5M.