Team Hewins, LLC
CIK: 0001964760SEC EDGAR →
Portfolio Value
$310.3M
Holdings
40
As of
Q4 2025
New Positions
5
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,759,444 | $87.8M | 28.29% |
| 2 | DIMENSIONAL ETF TRUST | 925,776 | $55.1M | 17.76% |
| 3 | DIMENSIONAL ETF TRUST | 971,148 | $45.2M | 14.58% |
| 4 | AMERICAN CENTY ETF TR | 389,787 | $39.8M | 12.81% |
| 5 | DIMENSIONAL ETF TRUST | 915,237 | $31.3M | 10.09% |
| 6 | AMERICAN CENTY ETF TR | 167,923 | $12.9M | 4.17% |
| 7 | ISHARES TR | 27,055 | $8.7M | 2.82% |
| 8 | DIMENSIONAL ETF TRUST | 105,175 | $3.5M | 1.11% |
| 9 | SPDR S&P 500 ETF TR | 4,185 | $2.9M | 0.92% |
| 10 | ISHARES TR | 3,832 | $2.6M | 0.85% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $309.9M | 99.9% |
| Unknown | 1 | $247K | 0.1% |
| Technology | 1 | $150K | 0.0% |