Team Hewins, LLC
40 holdingsFiling period: 2026-06-30Current AUM: $374.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 1.75M | $94.3M | $101.5M | 27.09% | -15,605 | 2026-06-30 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 917.9K | $64.2M | $64.3M | 17.17% | -2,380 | 2026-06-30 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 951.8K | $52.4M | $54.0M | 14.41% | -12,567 | 2026-06-30 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 411.4K | $51.3M | $51.0M | 13.61% | -2,238 | 2026-06-30 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 935.4K | $37.0M | $38.9M | 10.38% | -8,994 | 2026-06-30 |
| 6 | AVEM | AMERICAN CENTY ETF TR | 155.7K | $15.0M | $14.4M | 3.85% | -8,364 | 2026-06-30 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 134.1K | $11.0M | $11.1M | 2.96% | -27 | 2026-06-30 |
| 8 | IWO | ISHARES TR | 25.6K | $10.1M | $9.2M | 2.47% | -1,251 | 2026-06-30 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 99.1K | $3.8M | $3.9M | 1.05% | -5,229 | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 4.2K | $3.1M | $3.2M | 0.85% | +11 | 2026-06-30 |
| 11 | IVV | ISHARES TR | 3.9K | $2.9M | $2.9M | 0.78% | +34 | 2026-06-30 |
| 12 | AVLV | AMERICAN CENTY ETF TR | 27.8K | $2.5M | $2.6M | 0.69% | -373 | 2026-06-30 |
| 13 | VCEB | VANGUARD WORLD FD | 36.9K | $2.3M | $2.2M | 0.60% | -326 | 2026-06-30 |
| 14 | VUG | VANGUARD INDEX FDS | 18.7K | $1.6M | $1.6M | 0.43% | +15.6K | 2026-06-30 |
| 15 | VTI | VANGUARD INDEX FDS | 3.3K | $1.2M | $1.2M | 0.33% | +26 | 2026-06-30 |
| 16 | MUNI | PIMCO ETF TR | 19.9K | $1.0M | $1.0M | 0.27% | -- | 2026-06-30 |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | 17.7K | $1.0M | $1.0M | 0.27% | +124 | 2026-06-30 |
| 18 | AVSD | AMERICAN CENTY ETF TR | 12.3K | $980K | $990K | 0.26% | +3 | 2026-06-30 |
| 19 | VTV | VANGUARD INDEX FDS | 4.0K | $873K | $892K | 0.24% | -- | 2026-06-30 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | 2.9K | $694K | $697K | 0.19% | -4,861 | 2026-06-30 |
| 21 | DLN | WISDOMTREE TR | 7.1K | $686K | $707K | 0.19% | -- | 2026-06-30 |
| 22 | VB | VANGUARD INDEX FDS | 2.1K | $623K | $598K | 0.16% | +50 | 2026-06-30 |
| 23 | AVSE | AMERICAN CENTY ETF TR | 6.8K | $552K | $522K | 0.14% | -36 | 2026-06-30 |
| 24 | ISRA | VANECK ETF TRUST | 8.2K | $533K | $553K | 0.15% | -- | 2026-06-30 |
| 25 | IJR | ISHARES TR | 3.5K | $516K | $487K | 0.13% | -- | 2026-06-30 |
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