Team Hewins, LLC
41 holdingsFiling period: 2026-03-31Current AUM: $377.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 1.76M | $93.0M | $100.9M | 26.73% | +1.8K | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 920.3K | $57.5M | $65.1M | 17.25% | -5,485 | 2026-03-31 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 964.4K | $46.7M | $53.6M | 14.21% | -6,782 | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 413.6K | $45.7M | $51.8M | 13.73% | +23.8K | 2026-03-31 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 944.4K | $33.7M | $38.4M | 10.18% | +29.1K | 2026-03-31 |
| 6 | AVEM | AMERICAN CENTY ETF TR | 164.1K | $13.2M | $14.7M | 3.89% | -3,871 | 2026-03-31 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 134.1K | $9.5M | $10.9M | 2.90% | +105.2K | 2026-03-31 |
| 8 | IWO | ISHARES TR | 26.8K | $8.4M | $9.9M | 2.63% | -230 | 2026-03-31 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 104.4K | $3.7M | $4.1M | 1.10% | -822 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 4.2K | $2.7M | $3.1M | 0.83% | -16 | 2026-03-31 |
| 11 | IVV | ISHARES TR | 3.8K | $2.5M | $2.9M | 0.76% | -13 | 2026-03-31 |
| 12 | VCEB | VANGUARD WORLD FD | 37.2K | $2.3M | $2.3M | 0.61% | +144 | 2026-03-31 |
| 13 | AVLV | AMERICAN CENTY ETF TR | 28.2K | $2.3M | $2.6M | 0.69% | -193 | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 7.8K | $1.7M | $1.9M | 0.49% | -- | 2026-03-31 |
| 15 | VUG | VANGUARD INDEX FDS | 3.1K | $1.4M | $1.6M | 0.42% | -154 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 3.3K | $1.1M | $1.2M | 0.32% | -- | 2026-03-31 |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | 17.6K | $1.0M | $1.0M | 0.27% | +66 | 2026-03-31 |
| 18 | MUNI | PIMCO ETF TR | 19.9K | $1.0M | $1.0M | 0.27% | -- | 2026-03-31 |
| 19 | AVSD | AMERICAN CENTY ETF TR | 12.3K | $903K | $995K | 0.26% | -222 | 2026-03-31 |
| 20 | VTV | VANGUARD INDEX FDS | 4.0K | $786K | $881K | 0.23% | -- | 2026-03-31 |
| 21 | DLN | WISDOMTREE TR | 7.1K | $636K | $702K | 0.19% | -- | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 2.0K | $525K | $592K | 0.16% | -2 | 2026-03-31 |
| 23 | ISRA | VANECK ETF TRUST | 8.2K | $497K | $527K | 0.14% | -- | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 15.9K | $486K | $530K | 0.14% | -629 | 2026-03-31 |
| 25 | SCHB | SCHWAB STRATEGIC TR | 19.3K | $483K | $555K | 0.15% | +8.5K | 2026-03-31 |
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