TH

Team Hewins, LLC

13F
Team Hewins, LLC
Last update 2024-08-20 33 Stocks (2 new)
Value $241.00 Mil Turnover 1 %
Countries:
Top Holdings: DFIV(26.90%)DFAT(21.48%)DFUV(17.92%)AVUV(12.84%)DFLV(8.77%)
Portfolio Report
Summary Stock Picks Current Portfolio
Team Hewins, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFIV 		Dimensional International Value ETF
1,801,917
64760.910
-0.24%
26.900
-0.06%
-
+0.19%
+7.74%
7935.045
 
DFAT 		Dimensional U.S. Targeted Value ETF
996,747
51701.290
-0.89%
21.480
-0.20%
-
-2.04%
+6.31%
10618.597
 
DFUV 		Dimensional US Marketwide Value ETF
1,098,577
43141.100
-4.80%
17.920
-0.91%
-
+2.24%
+12.84%
11404.253
 
AVUV 		Avantis U.S. Small Cap Value ETF
344,498
30908.400
-0.04%
12.840
-0.01%
-
-2.74%
+7.32%
13655.629
 
DFLV 		Dimensional US Large Cap Value ETF
729,839
21099.660
+1.05%
8.770
+0.09%
-
+3.19%
+14.79%
2637.700
 
AVEM 		Avantis Emerging Markets Equity ETF
114,092
6969.890
+1.15%
2.900
+0.03%
-
+5.20%
+12.68%
7005.285
 
IWO 		iShares Russell 2000 Growth ETF
23,828
6255.520
+1.34%
2.600
+0.03%
-
+0.83%
+13.92%
12154.668
 
SPY 		S&P 500 ETF TRUST ETF
3,954
2158.990
-0.93%
0.900
-0.01%
-
+6.68%
+22.20%
602048.949
 
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
39,839
2074.020
+82.67%
0.860
+0.39%
-
-0.48%
-1.36%
1504.664
 
VCEB 		Vanguard ESG U.S. Corporate Bond ETF
25,675
1593.390
+7.69%
0.660
+0.05%
-
+0.48%
-0.49%
625.203
 

Team Hewins, LLC's Historical Top Holdings Breakdowns

Team Hewins, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUV 		Dimensional US Marketwide Value ETF2024-06-30Reduce
-0.91%
●
38.53 ($39.57) 40.76
$42.00
6.14%
Reduce -4.8%
1,098,577
-55,363
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund2024-06-30Add
+0.39%
●
51.55 ($51.97) 52.29
$52.08
0.21%
Add 82.67%
39,839
18,030
MSFT 		Microsoft Corp2024-06-30New Buy
+0.31%
●
389.33 ($422.32) 452.85
$426.71
1.04%
New holding
1,654
1,654
DFAT 		Dimensional U.S. Targeted Value ETF2024-06-30Reduce
-0.20%
●
50.18 ($52.46) 54.47
$55.63
6.04%
Reduce -0.89%
996,747
-8,926
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-06-30New Buy
+0.13%
●
108.78 ($114.77) 119.23
$127.28
10.90%
New holding
2,580
2,580
AAPL 		Apple Inc2024-06-30New Buy
+0.11%
●
165 ($186.49) 216.67
$233.40
25.15%
New holding
1,297
1,297
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Sold Out
-0.11%
●
159.21 ($164.49) 168.37
$179.12
8.89%
Sold Out
0
-1,582
NFLX 		Netflix Inc2024-06-30Sold Out
-0.10%
●
550.64 ($624.55) 686.12
$749.12
19.95%
Sold Out
0
-404
DFLV 		Dimensional US Large Cap Value ETF2024-06-30Add
+0.09%
●
28.37 ($29.09) 29.87
$31.05
6.74%
Add 1.05%
729,839
7,609
DFSV 		Dimensional US Small Cap Value ETF2024-06-30Reduce
-0.09%
●
27.81 ($29.02) 30.13
$30.84
6.27%
Reduce -28.3%
18,438
-7,279

Team Hewins, LLC Total Holding History ($B)

To

Team Hewins, LLC's Asset Allocation

To

Team Hewins, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Team Hewins, LLC's Hypothetical Growth since 2024-06-30

Team Hewins, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Team Hewins, LLC's Holdings Heat Map

Size field:

Team Hewins, LLC's Holdings Bubble Chart

Team Hewins, LLC News

  • 1

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