Team Hewins, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 7, 2024
Value $
$241M
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
203 Redwood Shores Parkway, Suite 550, Redwood City, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 33 $241M +$3.77M -$3.59M +$177K DFIV, DFAT, DFUV, AVUV, DFLV 13F-HR 8/7/2024, 01:57 PM
Q1 2024 28 $248M +$3.39M -$863K +$2.53M DFIV, DFAT, DFUV, AVUV, DFLV Restatement 8/20/2024, 12:40 PM
Q4 2023 26 $231M +$15.1M -$248M -$233M DFIV, DFAT, DFUV, AVUV, DFLV Restatement 8/20/2024, 12:36 PM
Q3 2023 32 $435M +$240M -$11.7M +$228M SPY, DFIV, DFAT, DFUV, EFA 13F-HR 11/9/2023, 03:54 PM
Q2 2023 26 $210M +$18.5M -$3.67M +$14.8M DFIV, DFAT, DFUV, AVUV, DFLV 13F-HR 8/8/2023, 01:34 PM
Q1 2023 26 $188M +$1.85M -$2.33M -$478K DFIV, DFAT, DFUV, AVUV, IWO 13F-HR 5/9/2023, 11:43 AM
Q4 2022 25 $184M $0 $0 DFIV, DFAT, DFUV, AVUV, IWO 13F-HR 2/8/2023, 12:38 PM