DOSSIER · 13F-HR · Q2 2026

Team Hewins, LLC

$366M in tracked AUM across 40 positions as of Q2 2026.

TH
CIK 0001964760 · last filed Jun 30, 2026
Total AUM
$366M
as of Q2 2026
Holdings
40
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Team Hewins, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFIV
DIMENSIONAL ETF TRUST
$94M1.7M25.8%
02
DFAT
DIMENSIONAL ETF TRUST
$64M918K17.6%
03
DFUV
DIMENSIONAL ETF TRUST
$52M952K14.3%
04
AVUV
AMERICAN CENTY ETF TR
$51M411K14.0%
05
DFLV
DIMENSIONAL ETF TRUST
$37M935K10.1%
06
AVEM
AMERICAN CENTY ETF TR
$15M156K4.1%
07
DFUS
DIMENSIONAL ETF TRUST
$11M134K3.0%
08
IWO
ISHARES TR
$10M26K2.8%
09
DFSV
DIMENSIONAL ETF TRUST
$4M99K1.1%
10
SPY
STATE STR SPDR S&P 500 ETF T
$3M4K0.9%

Filing history

2026Q2Jun 30
$366M 8.6%
40 positionsView →
2026Q1Mar 31
$337M 8.4%
41 positionsView →
2025Q4Dec 31
$310M 4.8%
40 positionsView →
2025Q3Sep 30
$296M 6.8%
39 positionsView →
2025Q2Jun 30
$277M 7.8%
34 positionsLocked
2025Q1Mar 31
$257M 0.7%
36 positionsLocked
2024Q4Dec 31
$256M 47.6%
38 positionsLocked
2024Q3Sep 30
$488M 102.6%
34 positionsLocked
2024Q2Jun 30
$241M 3.1%
33 positionsLocked
2024Q1Mar 31
$248M 62.6%
28 positionsLocked
2023Q4Dec 31
$664M 52.6%
350 positionsLocked
2023Q3Sep 30
$435M 107.7%
32 positionsLocked
Showing 12 of 15