Institutional Fund
Team Hewins, LLC
Foster City, CACIK 19647608 filings on record
Portfolio Value
$336.51M
Q1 2026
Holdings
41
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+8.4%
from $310.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust27.6%
- Dimensional ETF Trust17.1%
- Dimensional ETF Trust13.9%
- American Centy ETF Tr13.6%
- Dimensional ETF Trust10.0%
- American Centy ETF Tr3.9%
- Other13.9%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.76M | $92.96M | 27.6% | +1.8K | Added |
| 2 | Dimensional ETF Trust | 920.3K | $57.47M | 17.1% | −5.5K | Reduced |
| 3 | Dimensional ETF Trust | 964.4K | $46.73M | 13.9% | −6.8K | Reduced |
| 4 | American Centy ETF Tr | 413.6K | $45.69M | 13.6% | +23.8K | Added |
| 5 | Dimensional ETF Trust | 944.4K | $33.72M | 10.0% | +29.1K | Added |
| 6 | American Centy ETF Tr | 164.1K | $13.22M | 3.9% | −3.9K | Reduced |
| 7 | Dimensional ETF Trust | 134.1K | $9.51M | 2.8% | +105.2K | Added |
| 8 | Ishares Tr | 26.8K | $8.42M | 2.5% | −230 | Reduced |
| 9 | Dimensional ETF Trust | 104.4K | $3.66M | 1.1% | −822 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 4.2K | $2.72M | 0.8% | −16 | Reduced |
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