Latest Team Hewins, LLC Stock Portfolio
Team Hewins, LLC Performance:
2025 Q4: 4.3%YTD: 18%2024: 6.87%
Performance for 2025 Q4 is 4.3%, and YTD is 18%, and 2024 is 6.87%.
About Team Hewins, LLC and 13F Hedge Fund Stock Holdings
On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Team Hewins, LLC reported an equity portfolio of $310.3 Millions as of 31 Dec, 2025.
The top stock holdings of Team Hewins, LLC are DFAC, DFAC, DFAC. The fund has invested 28.3% of it's portfolio in DIMENSIONAL ETF TRUST and 17.8% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (IJR) and DIMENSIONAL ETF TRUST (DFAC). Team Hewins, LLC opened new stock positions in ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Team Hewins, LLC are DFAC, DFAC, DFAC. The fund has invested 28.3% of it's portfolio in DIMENSIONAL ETF TRUST and 17.8% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (IJR) and DIMENSIONAL ETF TRUST (DFAC). Team Hewins, LLC opened new stock positions in ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and DIMENSIONAL ETF TRUST (DFAC).
Team Hewins, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Team Hewins, LLC made a return of 4.3% in the last quarter. In trailing 12 months, it's portfolio return was 18%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 200,735 |
New stocks bought by Team Hewins, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 106 |
| schwab strategic tr | 86.71 |
| dimensional etf trust | 4.99 |
| vanguard world fd | 4.08 |
| american centy etf tr | 4.03 |
| dimensional etf trust | 2.52 |
| vanguard scottsdale fds | 0.42 |
| spdr s&p 500 etf tr | 0.17 |
Additions to existing portfolio by Team Hewins, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr gold tr | -16.69 |
| ishares tr | -2.06 |
| dimensional etf trust | -1.56 |
| dimensional etf trust | -1.52 |
| ishares tr | -0.77 |
| american centy etf tr | -0.71 |
| dimensional etf trust | -0.62 |
| vanguard index fds | -0.54 |
Team Hewins, LLC reduced stake in above stock
Sold off
Sector Distribution
Team Hewins, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Team Hewins, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Team Hewins, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| GLD | 10.5 % | |
| DFAC | 8.1 % | |
| AFK | 7.7 % | |
| AAXJ | 5.3 % | |
| AEMB | 4.8 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | 6.7 M | |
| DFAC | 1.9 M | |
| DFAC | 1.2 M | |
| DFAC | 1.2 M | |
| AEMB | 0.9 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -21.1 % | ||
| VB | -1.4 % | |
| EDV | -0.9 % | |
| VEU | -0.8 % | |
| BNDW | -0.2 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| 0.0 M | ||
| EDV | 0.0 M | |
| VB | 0.0 M | |
| VEU | 0.0 M | |
| BNDW | 0.0 M | |
Team Hewins, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Team Hewins, LLC
Team Hewins, LLC has 40 stocks in it's portfolio. About 93.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Team Hewins, LLC last quarter.
Last Reported on: 28 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.08 | 3,665 | 261,718 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 12.81 | 389,787 | 39,750,400 | added | 4.03 | ||
| AEMB | american centy etf tr | 4.17 | 167,923 | 12,933,400 | reduced | -0.23 | ||
| AEMB | american centy etf tr | 0.69 | 28,413 | 2,152,850 | reduced | -0.71 | ||
| AEMB | american centy etf tr | 0.30 | 12,491 | 927,591 | added | 0.1 | ||
| AEMB | american centy etf tr | 0.15 | 7,011 | 455,482 | added | 0.03 | ||
| AEMB | american centy etf tr | 0.12 | 4,786 | 365,173 | added | 0.02 | ||
| AFK | vaneck etf trust | 0.16 | 8,220 | 483,376 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.06 | 2,111 | 200,735 | new | |||
| AGZD | wisdomtree tr | 0.20 | 7,128 | 627,835 | reduced | -0.41 | ||
| BIL | spdr series trust | 0.08 | 2,644 | 240,525 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.34 | 17,500 | 1,048,780 | added | 0.42 | ||
| BOND | pimco etf tr | 0.34 | 19,922 | 1,047,100 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 28.29 | 1,759,440 | 87,796,300 | reduced | -1.56 | ||
| DFAC | dimensional etf trust | 17.76 | 925,776 | 55,120,700 | reduced | -0.62 | ||
| DFAC | dimensional etf trust | 14.58 | 971,148 | 45,245,800 | reduced | -1.52 | ||
| DFAC | dimensional etf trust | 10.09 | 915,237 | 31,310,300 | added | 4.99 | ||
| DFAC | dimensional etf trust | 1.11 | 105,175 | 3,459,210 | added | 2.52 | ||
| DFAC | dimensional etf trust | 0.69 | 28,895 | 2,143,140 | reduced | -0.13 | ||
| EDV | vanguard world fd | 0.76 | 37,032 | 2,356,330 | added | 4.08 | ||