Team Hewins, LLC Portfolio Holdings

Team Hewins, LLC

  • $241 Billion
  • Q2 2024

Team Hewins, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $241 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $64.8B, Dimensional ETF Tr U S Target with a value of $51.7B, Dimensional ETF Tr Us Marketwi with a value of $43.1B, American Centy ETF Tr Avantis with a value of $30.9B, and Dimensional ETF Trust with a value of $21.1B.

Examining the 13F form we can see an decrease of $487B in the current position value, from $728B to 241B.

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 $241 Billion
ETFs: $218 Billion
Technology: $1.01 Billion
Financial Services: $223 Million
Healthcare: $217 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $241 Billion
  • Prior Value $728 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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