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Michelle McCarthy

Team Hewins, Llc

Assets Managed
$336.506M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
8.43%(2Q avg: 6.62%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Team Hewins, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Team Hewins, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 336.506M in assets, with a quarterly growth rate of 8.43% and a 2-quarter average growth rate of 6.62%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIV
Dimensional International Va
Recent Activity
Increased 0.11%
27.63%
$92.96M
1.761M shares@ $52.79 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.59%
17.08%
$57.472M
920,291 shares@ $62.46 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.69%
13.89%
$46.733M
964,366 shares@ $48.46 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 6.11%
13.58%
$45.689M
413,588 shares@ $110.47 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 3.19%
10.03%
$33.724M
944,372 shares@ $35.71 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.3%
3.93%
$13.219M
164,052 shares@ $80.58 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 364.19%
2.83%
$9.511M
134,127 shares@ $70.92 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Decreased -0.85%
2.51%
$8.418M
26,825 shares@ $313.81 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -0.78%
1.09%
$3.657M
104,353 shares@ $35.05 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.38%
0.81%
$2.719M
4,169 shares@ $652.1 avg price

1-10 of 41