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Disclosery

13F-HR/A filed by Team Hewins, LLC

Team Hewins, LLC filed this 13F-HR/A for the quarter ended 2025-03-31, filed 2025-07-08, with 36 holding rows worth $257,358,540.

Accession
0001765380-25-000245
Filer
CIK 1964760
Filed
2025-07-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, amendment of type restatement, 36 entries on the cover page, a total value of $257,358,540 stated on the cover page (in dollars after the unit check, H1), rows summing to $257,358,540 with VALUE read as dollars as filed, 13F file number 028-22853. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Dimensional International Value ETF25434V807SHS1,851,722$72,883,763dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU977,600$50,336,603dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE1,075,463$44,319,818dollars as filed
Avantis US Small Cap Value ETF025072877SHS350,657$30,566,794dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS826,087$25,253,481dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS111,671$6,719,247dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF25,907$6,619,976dollars as filed
SPY78462F103SHS4,189$2,350,216dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF77,810$2,190,354dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS34,388$2,163,699dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF30,659$1,854,257dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,511$1,410,963dollars as filed
Vanguard Value ETF922908744SHS7,513$1,297,796dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT19,612$1,010,999dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS13,850$822,690dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$798,442dollars as filed
AMERICAN CENTY ETF TR025072299AVAN RE INTL ETF12,697$761,546dollars as filed
Vanguard Small-Cap ETF922908751SHS2,750$609,813dollars as filed
Vanguard Growth922908736COM1,507$558,826dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD6,880$546,066dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,459$412,974dollars as filed
VANECK ETF TRUST92189F635ISRAEL ETF8,220$346,751dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,580$314,786dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,664$313,099dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,580$294,339dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,402$271,974dollars as filed
Avantis Responsible Emerging Mkts Eq ETF025072315SHS5,140$264,074dollars as filed
SPDR GOLD TR78463V107GOLD SHS867$249,818dollars as filed
SCHD808524797COM8,835$247,032dollars as filed
Vanguard Mid-Cap ETF922908629SHS897$231,983dollars as filed
Schwab U.S. Broad Market ETF808524102SHS10,764$231,749dollars as filed
Vanguard S&P 500 ETF922908363COM447$229,718dollars as filed
VWO922042858SHS5,067$229,333dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,280$222,255dollars as filed
iShares MSCI EAFE Value ETF464288877SHS3,665$216,016dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS2,644$207,290dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000241 superseded2025-07-07acceptance time not in the bulk data set
13F-HR/A 0001765380-25-000245this filing2025-07-08acceptance time not in the bulk data set