Team Hewins, LLC
CIK 1964760 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- DFIV27.84%
- DFAT18.31%
- DFUV14.88%
- AVUV12.59%
- DFLV9.69%
- AVEM4.27%
- IWO2.95%
- DFSV1.10%
- SPY0.94%
- IVV0.87%
Share classes counted separately93.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFUVWeight decreased · -1.22 pp16.10% → 14.88%Shares -69.78K (-6.61%)
- DFATWeight decreased · -0.68 pp18.99% → 18.31%Shares -44.47K (-4.56%)
- IVVWeight increased · +0.59 pp0.28% → 0.87%Shares +2.59K (+208.20%)
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 | $82.43M | 27.84% | 1.79M shares | 28.30% → 27.84%-0.46 pp -45.21K (-2.47%) | Reduced | ↗▾ |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $54.23M | 18.31% | 931.57K shares | 18.99% → 18.31%-0.68 pp -44.47K (-4.56%) | Reduced | ↗▾ |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $44.07M | 14.88% | 986.09K shares | 16.10% → 14.88%-1.22 pp -69.78K (-6.61%) | Reduced | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $37.29M | 12.59% | 374.68K shares | 12.19% → 12.59%+0.40 pp +3.57K (+0.96%) | Added | ↗▾ |
| 05 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $28.68M | 9.69% | 871.76K shares | 9.39% → 9.69%+0.30 pp +32.53K (+3.88%) | Added | ↗▾ |
| 06 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $12.64M | 4.27% | 168.31K shares | 4.21% → 4.27%+0.06 pp -2.20K (-1.29%) | Reduced | ↗▾ |
| 07 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $8.73M | 2.95% | 27.26K shares | 2.88% → 2.95%+0.07 pp -646 (-2.31%) | Reduced | ↗▾ |
| 08 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $3.27M | 1.10% | 102.59K shares | 1.13% → 1.10%-0.03 pp -4.16K (-3.89%) | Reduced | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.79M | 0.94% | 4.18K shares | 0.94% → 0.94%+0.00 pp -11 (-0.26%) | Reduced | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.57M | 0.87% | 3.83K shares | 0.28% → 0.87%+0.59 pp +2.59K (+208.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1964760 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 296127563
}Research all 39 reported holdings.
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