The Analysis of Team Hewins, LLC's Holdings
Currently, Team Hewins, LLC holds 39 types of securities in its portfolio with a total value $296.1M. In the most recent quarter, they have increased their positions in IVV (+2.6K shares, valued at $1.7M), VTI (+3.3K shares, valued at $1.1M), DFLV (+32.5K shares, valued at $1.1M); decreased their positions in DFUV (-69.8K shares, valued at $3.1M), DFAT (-44.5K shares, valued at $2.6M), DFIV (-45.2K shares, valued at $2.1M); initiated new positions in VTI (+3.3K shares, valued at $1.1M), IJR (+3.5K shares, valued at $416.7K), IWM (+873 shares, valued at $211.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFIV DIMENSIONAL ETF TRUST1.8M shares-2.47%2025-09-302025-11-12
DFAT DIMENSIONAL ETF TRUST931.6K shares-4.56%2025-09-302025-11-12
DFUV DIMENSIONAL ETF TRUST986.1K shares-6.61%2025-09-302025-11-12
AVUV AMERICAN CENTY ETF TR374.7K shares0.96%2025-09-302025-11-12
DFLV DIMENSIONAL ETF TRUST871.8K shares3.88%2025-09-302025-11-12
AVEM AMERICAN CENTY ETF TR168.3K shares-1.29%2025-09-302025-11-12
IWO ISHARES TR27.3K shares-2.31%2025-09-302025-11-12
DFSV DIMENSIONAL ETF TRUST102.6K shares-3.89%2025-09-302025-11-12
SPY SPDR S&P 500 ETF TR4.2K shares-0.26%2025-09-302025-11-12
IVV ISHARES TR3.8K shares208.20%2025-09-302025-11-12
VCEB VANGUARD WORLD FD35.6K shares2.41%2025-09-302025-11-12
DFUS DIMENSIONAL ETF TRUST28.9K shares-0.28%2025-09-302025-11-12
AVLV AMERICAN CENTY ETF TR28.6K shares-0.54%2025-09-302025-11-12
VUG VANGUARD INDEX FDS3.3K shares114.56%2025-09-302025-11-12
VTI VANGUARD INDEX FDS3.3K sharesnew addition2025-09-302025-11-12
VGIT VANGUARD SCOTTSDALE FDS17.4K shares0.79%2025-09-302025-11-12
MUNI PIMCO ETF TR19.9K shares1.58%2025-09-302025-11-12
AVSD AMERICAN CENTY ETF TR12.5K shares-1.74%2025-09-302025-11-12
VTV VANGUARD INDEX FDS4.0K shares-0.22%2025-09-302025-11-12
DLN WISDOMTREE TR7.2K shares4.03%2025-09-302025-11-12
VB VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-12
ITOT ISHARES TR3.1K shares21.32%2025-09-302025-11-12
ISRA VANECK ETF TRUST8.2K shares0.00%2025-09-302025-11-12
AVSE AMERICAN CENTY ETF TR7.0K shares0.00%2025-09-302025-11-12
IJR ISHARES TR3.5K sharesnew addition2025-09-302025-11-12
AVSU AMERICAN CENTY ETF TR4.8K shares0.00%2025-09-302025-11-12
IWD ISHARES TR1.7K shares0.00%2025-09-302025-11-12
VBR VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-12
SCHB SCHWAB STRATEGIC TR10.8K shares0.00%2025-09-302025-11-12
VWO VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2025-09-302025-11-12
GLD SPDR GOLD TR749 shares-9.10%2025-09-302025-11-12
VOO VANGUARD INDEX FDS432 shares-3.36%2025-09-302025-11-12
VO VANGUARD INDEX FDS897 shares0.00%2025-09-302025-11-12
EFV ISHARES TR3.7K shares0.00%2025-09-302025-11-12
SCHD SCHWAB STRATEGIC TR8.8K shares0.00%2025-09-302025-11-12
SLYV SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-11-12
IWM ISHARES TR873 sharesnew addition2025-09-302025-11-12
IJH ISHARES TR3.1K sharesnew addition2025-09-302025-11-12
GCTS GCT SEMICONDUCTOR HLDG INC125.6K sharesnew addition2025-09-302025-11-12
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available