Team Hewins, LLC

Q3 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$361,462
Net value change ($000)
-4,077 (-1.1%)
New positions
8
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFA INVT DIMENSIONS GROUP IN 3,661 NEW
DFLV 1,507 4.1%
DFIV 1,127 1.2%
CINF 710 NEW
MSFT 647 NEW
JNJ 355 NEW
ABBV 299 NEW
IEMG 296 NEW
VUG 255 15.8%
VEA 244 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAT -4,117 -6.4%
DFSV -3,845 -100.0%
AVUV -2,095 -4.1%
DFUV -1,233 -2.4%
IWO -1,062 -10.5%
AVEM -482 -3.2%
AVLV -196 -7.7%
GCTS -107 -28.7%
DFUS -68 -0.6%
MUNI -58 -5.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type