Team Hewins, LLC Portfolio Holdings

Team Hewins, LLC

  • $257 Billion
  • Q1 2025

Team Hewins, LLC has filed its 13F form on July 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $72.9B, Dimensional ETF Tr U S Target with a value of $50.3B, Dimensional ETF Tr Us Marketwi with a value of $44.3B, American Centy ETF Tr Avantis with a value of $30.6B, and Dimensional ETF Trust with a value of $25.3B.

Examining the 13F form we can see an increase of $1.68B in the current position value, from $256B to 257B.

Team Hewins, LLC is based out at Redwood City, CA

Below you can find more details about Team Hewins, LLC portfolio as well as his latest detailed transactions.

Portfolio value $257 Billion
ETFs: $231 Billion
Financial Services: $798 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$432B
$798 Million 0.31% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $257 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q1 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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