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Team Hewins, LLC

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13F filer, CIK 1964760, FOSTER CITY, CA

Team Hewins, LLC reported $277,342,827 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 94.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-25-000337

Period
2025-06-30
Reported value
$277M
Holdings
34
Top 10 weight
94.92%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVEMadded+58,835$4.03M
AVLVnew+28,772$1.96M
AVUVadded+20,454$1.86M
DFSVadded+28,940$852K
IWOadded+2,003$573K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFUVreduced-19,599-$829K
DFIVreduced-19,148-$820K
BRK-Aexited-1-$798K
IVVreduced-1,267-$787K
VTVreduced-3,494-$621K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001765380-25-000337, largest first. % of portfolio is the value over $277,342,827, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,287 shares; 2024Q4: 1,835,800 shares; 2025Q1: 1,851,722 shares; 2025Q2: 1,832,574 shares 1,832,574$78.5M28.3%-19,148Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,001 shares; 2024Q4: 986,639 shares; 2025Q1: 977,600 shares; 2025Q2: 976,037 shares 976,037$52.7M18.99%-1,563Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102,003 shares; 2024Q4: 1,087,191 shares; 2025Q1: 1,075,463 shares; 2025Q2: 1,055,864 shares 1,055,864$44.6M16.1%-19,599Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,562 shares; 2024Q4: 357,418 shares; 2025Q1: 350,657 shares; 2025Q2: 371,111 shares 371,111$33.8M12.19%+20,454Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,055 shares; 2024Q4: 801,741 shares; 2025Q1: 826,087 shares; 2025Q2: 839,232 shares 839,232$26M9.39%+13,145Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,153 shares; 2024Q4: 109,713 shares; 2025Q1: 111,671 shares; 2025Q2: 170,506 shares 170,506$11.7M4.21%+58,835Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,111 shares; 2024Q4: 23,003 shares; 2025Q1: 25,907 shares; 2025Q2: 27,910 shares 27,910$7.98M2.88%+2,003Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 16,136 shares; 2025Q1: 77,810 shares; 2025Q2: 106,750 shares 106,750$3.14M1.13%+28,940Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,210 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares 4,189$2.6M0.94%0Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,519 shares; 2024Q4: 27,735 shares; 2025Q1: 34,388 shares; 2025Q2: 34,746 shares 34,746$2.2M0.79%+358Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,772 shares 28,772$1.96M0.71%newTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,081 shares; 2024Q4: 31,402 shares; 2025Q1: 30,659 shares; 2025Q2: 29,016 shares 29,016$1.94M0.7%-1,643Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,850 shares; 2025Q2: 17,290 shares 17,290$1.03M0.37%+3,440Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,055 shares; 2024Q4: 19,735 shares; 2025Q1: 19,612 shares; 2025Q2: 19,612 shares 19,612$1.01M0.36%0Timeline
AVSDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 12,212 shares; 2025Q1: 12,697 shares; 2025Q2: 12,699 shares 12,699$858K0.31%+2Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 1,244 shares 1,244$772K0.28%-1,267Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 7,592 shares; 2025Q1: 7,513 shares; 2025Q2: 4,019 shares 4,019$714K0.26%-3,494Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,234 shares; 2025Q1: 1,507 shares; 2025Q2: 1,525 shares 1,525$669K0.24%+18Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares 6,880$565K0.2%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,846 shares; 2025Q1: 2,750 shares; 2025Q2: 2,020 shares 2,020$480K0.17%-730Timeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,220 shares; 2025Q1: 8,220 shares; 2025Q2: 8,220 shares 8,220$426K0.15%0Timeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,125 shares; 2025Q1: 5,140 shares; 2025Q2: 7,009 shares 7,009$411K0.15%+1,869Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares 2,580$348K0.13%0Timeline
AVSUAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares 4,785$328K0.12%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,664 shares; 2025Q2: 1,678 shares 1,678$326K0.12%+14Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,235 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares 1,580$310K0.11%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,764 shares; 2025Q1: 10,764 shares; 2025Q2: 10,764 shares 10,764$257K0.09%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 447 shares; 2025Q2: 447 shares 447$255K0.09%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares 897$252K0.09%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,220 shares; 2025Q1: 867 shares; 2025Q2: 824 shares 824$251K0.09%-43Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,067 shares; 2025Q2: 5,067 shares 5,067$251K0.09%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 10,755 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares 8,835$234K0.08%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,595 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares 3,665$233K0.08%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares 2,644$211K0.08%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-ABERKSHIRE HATHAWAY INC DEL1$798Kshares
IEFAISHARES TR5,459$413Kshares
VIGVANGUARD SPECIALIZED FUNDS1,402$272Kshares
IJSISHARES TR2,280$222Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765380-25-000337 base2025-08-12acceptance time not in the bulk data set