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TEAM HEWINS, LLC 13F portfolio summary

TEAM HEWINS, LLC of TEAM HEWINS, LLC has 40 current stock holdings with a reported portfolio value of $365.5M. The portfolio 1 year return is +29.50%. Top holdings include DFIV (25.80%), DFAT (17.55%), DFUV (14.32%), AVUV (14.04%), DFLV (10.12%).

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TEAM HEWINS, LLC

TEAM HEWINS, LLC
Latest filing: 2026-06-30

TEAM HEWINS, LLC runs TEAM HEWINS, LLC and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $365.54M. Their top holdings are DFIV, DFAT, DFUV, AVUV, DFLV. The top five represent 81.8% of reported portfolio weight. TEAM HEWINS, LLC ranks #438 out of 1000 investors tracked by Alpha Score. They added to 11 existing positions. They trimmed 13 positions. Their current best-performing preview position is GCTS with returns of +160.53%.

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Top 5 Holdings
DFIV25.8%
DFAT17.6%
DFUV14.3%
AVUV14.0%
DFLV10.1%
Top 5: 81.8%
Portfolio Returns
1 Year
+29.50%
#377/1000
3 Year
+71.29%
#491/1000
5 Year
+81.29%
#424/1000

Portfolio Value

$365.54M

Alpha Score

60.8

#438 of 1000

Holdings

40

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40 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFIV
DIMENSIONAL ETF TRUST
25.80%$30.89$58.30+88.72%
Trimmed
-0.89%
DFAT
DIMENSIONAL ETF TRUST
17.55%$44.01$71.70+62.92%
Trimmed
-0.26%
DFUV
DIMENSIONAL ETF TRUST
14.32%$33.51$57.42+71.35%
Trimmed
-1.30%
AVUV
AMERICAN CENTY ETF TR
14.04%$80.17$126.43+57.70%
Trimmed
-0.54%
DFLV
DIMENSIONAL ETF TRUST
10.12%$27.17$42.02+54.66%
Trimmed
-0.95%
AVEM
AMERICAN CENTY ETF TR
4.11%$57.60$94.23+63.59%
Trimmed
-5.10%
DFUS
DIMENSIONAL ETF TRUST
3.01%$68.28$83.66+22.52%
Trimmed
-0.02%
IWO
ISHARES TR
2.76%$225.18$387.34+72.01%
Trimmed
-4.66%
DFSV
DIMENSIONAL ETF TRUST
1.05%$28.75$40.29+40.12%
Trimmed
-5.01%
SPY
STATE STR SPDR S&P 500 ETF T
0.86%$438.18$765.62+74.73%
Added
+0.26%

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