Team Hewins, LLC
CIK 1964760 · Holdings on Dec 31, 2024 · First reported Jul 8, 2025
Top ten holdings
Q4 2024- DFIV25.48%
- DFAT21.48%
- DFUV17.40%
- AVUV13.49%
- DFLV9.42%
- IWO2.59%
- AVEM2.52%
- SPY0.97%
- DFUS0.78%
- VCEB0.67%
Share classes counted separately94.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUVWeight increased · +0.99 pp12.50% → 13.49%Shares +16.86K (+4.95%)
- DFIVWeight decreased · -0.93 pp26.41% → 25.48%Shares +22.51K (+1.24%)
- GBILWeight decreased · -0.56 pp0.68% → 0.12%Shares -14.69K (-83.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $65.13M | 25.48% | 1.84M shares | 26.41% → 25.48%-0.93 pp +22.51K (+1.24%) | Added | ↗▾ |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $54.92M | 21.48% | 986.64K shares | 21.32% → 21.48%+0.16 pp -15.36K (-1.53%) | Reduced | ↗▾ |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $44.49M | 17.40% | 1.09M shares | 17.57% → 17.40%-0.17 pp -14.81K (-1.34%) | Reduced | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $34.50M | 13.49% | 357.42K shares | 12.50% → 13.49%+0.99 pp +16.86K (+4.95%) | Added | ↗▾ |
| 05 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $24.08M | 9.42% | 801.74K shares | 8.88% → 9.42%+0.54 pp +48.69K (+6.47%) | Added | ↗▾ |
| 06 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $6.62M | 2.59% | 23.00K shares | 2.51% → 2.59%+0.08 pp -108 (-0.47%) | Reduced | ↗▾ |
| 07 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $6.45M | 2.52% | 109.71K shares | 2.72% → 2.52%-0.20 pp -440 (-0.40%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.48M | 0.97% | 4.21K shares | 0.91% → 0.97%+0.06 pp +68 (+1.64%) | Added | ↗▾ |
| 09 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $2.00M | 0.78% | 31.40K shares | 0.91% → 0.78%-0.13 pp -6.68K (-17.54%) | Reduced | ↗▾ |
| 10 | VCEBVANGUARD ESG US CORP BONDESG US CORP BD View history and evidence | $1.72M | 0.67% | 27.73K shares | 0.63% → 0.67%+0.04 pp +2.22K (+8.68%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFAI DIMENSIONAL INTERNATIONAL CO | Non-derivative | -10,665 | -$338.92K | SEC filing ↗ | SEC filing ↗ |
| DFGR DIM GLOBAL REAL ESTATE ETF | Non-derivative | -8,957 | -$258.50K | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -925 | -$204.32K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1964760 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jul 8, 2025
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001765380-25-000243",
"cover_total": 255676881,
"filing_date": "2025-07-08",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 12,
"positions_restated": 26,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001964760-25-000001",
"filing_date": "2025-01-21",
"confidential": false,
"cover_table_value_total_raw": 230581257
}
],
"cover_table_value": 255676881
}Research all 38 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.