Team Hewins, LLC

Q3 2024 13F-HR/A Holdings

Location
Redwood City, CA
Holdings as of
9/30/2024
Date filed
7/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
38
Total value ($000)
$261,411
Net value change ($000)
—
New positions
38
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIV 69,050 —
DFAT 55,741 —
DFUV 45,943 —
AVUV 32,677 —
DFLV 23,202 —
AVEM 7,116 —
IWO 6,563 —
SPY 2,384 —
DFUS 2,369 —
GBIL 1,775 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type