Data as of Q4 2025 (Dec 31, 2025)

Team Hewins, LLC

•CIK: 1964760•Filing: Q4 2025

**Team Hewins, LLC** manages $310M across a concentrated portfolio of 40 positions. The strategy exhibits significant conviction in specific names, highlighted by the top three holdings: DFIV at $87.8M, DFAT at $55.1M, and DFUV at $45.2M. The fund maintains substantial exposure to the broader market via AVUV ($39.8M) and DFLV ($31.3M). This allocation suggests a focused, high-conviction approach within the technology and growth sectors.

Total AUM
$310.3M
QoQ Performance
+4.8%
Positions
15
Top 10 Concentration
93.4%
Latest Filing
Q4 2025

Top Holdings Allocation

DFIV
DFAT
DFUV
AVUV
DFLV
DFIV28.3%
DFAT17.8%
DFUV14.6%
AVUV12.8%
DFLV10.1%
AVEM4.2%
IWO2.8%
DFSV1.1%

📈 Biggest Buys

AVUV
AMERICAN CENTY ETF TR
+4.0%
12.8% of portfolio
DFLV
DIMENSIONAL ETF TRUST
+5.0%
10.1% of portfolio
VOO
VANGUARD INDEX FDS
+106.5%
0.2% of portfolio
SCHD
SCHWAB STRATEGIC TR
+86.7%
0.1% of portfolio
ESGD
ISHARES TR
NEW
0.1% of portfolio

📉 Biggest Sells

DFIV
DIMENSIONAL ETF TRUST
-1.6%
28.3% of portfolio
DFUV
DIMENSIONAL ETF TRUST
-1.5%
14.6% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-0.6%
17.8% of portfolio
IWO
ISHARES TR
-0.8%
2.8% of portfolio
GQ9
SPDR GOLD TR
-16.7%
0.1% of portfolio

Sector Breakdown

Other98.1%
ETF1.9%

Changes from Q3 2025

NEW1 new position
↑11 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFIV28.3%
DIMENSIONAL ETF TRUST
$87.8M
DFAT17.8%
DIMENSIONAL ETF TRUST
$55.1M
DFUV14.6%
DIMENSIONAL ETF TRUST
$45.2M
AVUV12.8%
AMERICAN CENTY ETF TR
$39.8M
DFLV10.1%
DIMENSIONAL ETF TRUST
$31.3M

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