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The Analysis of Team Hewins, LLC's Holdings & P&L

Currently, Team Hewins, LLC holds 41 types of securities in its portfolio with a total value $336.5M. In the most recent quarter, they have increased their positions in DFUS (+105.2K shares, valued at $7.5M), AVUV (+23.8K shares, valued at $2.6M), VIG (+7.8K shares, valued at $1.7M); decreased their positions in DFAT (-5.5K shares, valued at $342.5K), DFUV (-6.8K shares, valued at $328.7K), AVEM (-3.9K shares, valued at $311.9K); initiated new positions in VIG (+7.8K shares, valued at $1.7M), MDY (+373 shares, valued at $230.6K).

1M P&L

+9.2M+2.59%

3M P&L

+1.5M+0.41%

HY P&L

+48.2M+15.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A336.1M

100.0%

2Semiconductors143.2K

0.0%

Top Industries by Stock Count

1N/A39 stocks

97.5%

2Semiconductors1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIV DIMENSIONAL ETF TRUST1.8M shares0.10%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST920.3K shares-0.59%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST964.4K shares-0.70%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR413.6K shares6.11%2026-03-312026-04-30

DFLV DIMENSIONAL ETF TRUST944.4K shares3.18%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR164.1K shares-2.31%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST134.1K shares364.19%2026-03-312026-04-30

IWO ISHARES TR26.8K shares-0.85%2026-03-312026-04-30

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DFSV DIMENSIONAL ETF TRUST104.4K shares-0.78%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T4.2K shares-0.38%2026-03-312026-04-30

IVV ISHARES TR3.8K shares-0.34%2026-03-312026-04-30

VCEB VANGUARD WORLD FD37.2K shares0.39%2026-03-312026-04-30

AVLV AMERICAN CENTY ETF TR28.2K shares-0.68%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS7.8K sharesnew addition2026-03-312026-04-30

VUG VANGUARD INDEX FDS3.1K shares-4.71%2026-03-312026-04-30

VTI VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-30

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VGIT VANGUARD SCOTTSDALE FDS17.6K shares0.38%2026-03-312026-04-30

MUNI PIMCO ETF TR19.9K shares0.00%2026-03-312026-04-30

AVSD AMERICAN CENTY ETF TR12.3K shares-1.78%2026-03-312026-04-30

VTV VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-04-30

DLN WISDOMTREE TR7.1K shares0.00%2026-03-312026-04-30

VB VANGUARD INDEX FDS2.0K shares-0.10%2026-03-312026-04-30

ISRA VANECK ETF TRUST8.2K shares0.00%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR15.9K shares-3.81%2026-03-312026-04-30

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SCHB SCHWAB STRATEGIC TR19.3K shares79.12%2026-03-312026-04-30

AVSE AMERICAN CENTY ETF TR6.8K shares-3.14%2026-03-312026-04-30

IJR ISHARES TR3.5K shares-0.71%2026-03-312026-04-30

IWM ISHARES TR1.6K shares85.73%2026-03-312026-04-30

ITOT ISHARES TR2.6K shares-17.48%2026-03-312026-04-30

IWD ISHARES TR1.7K shares0.00%2026-03-312026-04-30

AVSU AMERICAN CENTY ETF TR4.8K shares1.11%2026-03-312026-04-30

VBR VANGUARD INDEX FDS1.4K shares-12.03%2026-03-312026-04-30

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VWO VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2026-03-312026-04-30

EFV ISHARES TR3.7K shares0.00%2026-03-312026-04-30

GLD SPDR GOLD TR603 shares-3.37%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS427 shares-52.13%2026-03-312026-04-30

VO VANGUARD INDEX FDS878 shares-2.12%2026-03-312026-04-30

SLYV SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 40373 sharesnew addition2026-03-312026-04-30

IJH ISHARES TR3.0K shares-3.96%2026-03-312026-04-30

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GCTS GCT SEMICONDUCTOR HLDG INC125.6K shares0.00%2026-03-312026-04-30

DFIV

DIMENSIONAL ETF TRUST

0.10%

Shares1.8M

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

-0.59%

Shares920.3K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

-0.70%

Shares964.4K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

6.11%

Shares413.6K

Event2026-03-31

Filed2026-04-30

DFLV

DIMENSIONAL ETF TRUST

3.18%

Shares944.4K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

-2.31%

Shares164.1K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

364.19%

Shares134.1K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES TR

-0.85%

Shares26.8K

Event2026-03-31

Filed2026-04-30

DFSV

DIMENSIONAL ETF TRUST

-0.78%

Shares104.4K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-0.38%

Shares4.2K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-0.34%

Shares3.8K

Event2026-03-31

Filed2026-04-30

VCEB

VANGUARD WORLD FD

0.39%

Shares37.2K

Event2026-03-31

Filed2026-04-30

AVLV

AMERICAN CENTY ETF TR

-0.68%

Shares28.2K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares7.8K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-4.71%

Shares3.1K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-30

VGIT

VANGUARD SCOTTSDALE FDS

0.38%

Shares17.6K

Event2026-03-31

Filed2026-04-30

MUNI

PIMCO ETF TR

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-30

AVSD

AMERICAN CENTY ETF TR

-1.78%

Shares12.3K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-30

DLN

WISDOMTREE TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ISRA

VANECK ETF TRUST

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-3.81%

Shares15.9K

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

79.12%

Shares19.3K

Event2026-03-31

Filed2026-04-30

AVSE

AMERICAN CENTY ETF TR

-3.14%

Shares6.8K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

-0.71%

Shares3.5K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

85.73%

Shares1.6K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

-17.48%

Shares2.6K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

AVSU

AMERICAN CENTY ETF TR

1.11%

Shares4.8K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-12.03%

Shares1.4K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-3.37%

Shares603

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-52.13%

Shares427

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-2.12%

Shares878

Event2026-03-31

Filed2026-04-30

SLYV

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares373

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

-3.96%

Shares3.0K

Event2026-03-31

Filed2026-04-30

GCTS

GCT SEMICONDUCTOR HLDG INC

0.00%

Shares125.6K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available