DOSSIER · 13F-HR · Q1 2026

Team Hewins, LLC

$337M in tracked AUM across 41 positions as of Q1 2026.

TH
CIK 0001964760 · last filed Mar 31, 2026
Total AUM
$337M
as of Q1 2026
Holdings
41
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Team Hewins, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIV
DIMENSIONAL ETF TRUST
$93M1.8M27.6%
02
DFAT
DIMENSIONAL ETF TRUST
$57M920K17.1%
03
DFUV
DIMENSIONAL ETF TRUST
$47M964K13.9%
04
AVUV
AMERICAN CENTY ETF TR
$46M414K13.6%
05
DFLV
DIMENSIONAL ETF TRUST
$34M944K10.0%
06
AVEM
AMERICAN CENTY ETF TR
$13M164K3.9%
07
DFUS
DIMENSIONAL ETF TRUST
$10M134K2.8%
08
IWO
ISHARES TR
$8M27K2.5%
09
DFSV
DIMENSIONAL ETF TRUST
$4M104K1.1%
10
SPY
STATE STR SPDR S&P 500 ETF T
$3M4K0.8%

Filing history

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
2023Q2Jun 30
$210M 11.2%
26 positionsLocked
Showing 12 of 14