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Disclosery

Team Hewins, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Team Hewins, LLC on DFIV, newest first. How the timeline and the estimate are built.

Team Hewins, LLC held 1,745,668 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,745,668 shares
    Change vs previous 13F -15,605 shares

    25.8% of the 13F portfolio, value $94,300,969.

    13F-HR 0001765380-26-000240 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,761,273 shares
    Change vs previous 13F +1,829 shares

    27.63% of the 13F portfolio, value $92,959,999.

    13F-HR 0001765380-26-000130 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,759,444 shares
    Change vs previous 13F -27,921 shares

    28.29% of the 13F portfolio, value $87,796,259.

    13F-HR 0001765380-26-000051 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,787,365 shares
    Change vs previous 13F -45,209 shares

    27.84% of the 13F portfolio, value $82,433,268.

    13F-HR 0001765380-25-000472 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,832,574 shares
    Change vs previous 13F -19,148 shares

    28.3% of the 13F portfolio, value $78,489,141.

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

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,851,722 shares
    Change vs previous 13F +15,922 shares

    28.32% of the 13F portfolio, value $72,883,763.

    13F-HR/A 0001765380-25-000245 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,835,800 shares
    Change vs previous 13F +22,513 shares

    25.48% of the 13F portfolio, value $65,134,171.

    13F-HR/A 0001765380-25-000243 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,813,287 shares
    Change vs previous 13F not available

    26.41% of the 13F portfolio, value $69,049,951.

    13F-HR/A 0001765380-25-000244 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).