Team Hewins, LLC

RIA/Wealth

Team Hewins, LLC is a RIA/Wealth based in Redwood City, CA led by Mikhael Balachov, reporting $3.4B in AUM as of Q3 2025 with 100% ETF concentration, 93% concentrated in top 10 holdings, and 28% allocation to DFIV.

CEOMikhael Balachov

Portfolio Value: $296.1M
Positions: 39
Top Holding: DFIV at 27.84%
Last Reported: Q3 2025

Address203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065, United States

Top Holdings

Largest long holdings in Team Hewins, LLC's portfolio (93.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional International Value DFIV	ETF ETF	$82.4M	27.84%	-$2.1M Sold	— 1.8M shares	Q4 2022 Held for 2y 11m
2 Dimensional U.S. Targeted Value DFAT	ETF ETF	$54.2M	18.31%	-$2.6M Sold	— 931.6K shares	Q4 2022 Held for 2y 11m
3 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$44.1M	14.88%	-$3.1M Sold	— 986.1K shares	Q4 2022 Held for 2y 11m
4 Avantis U.S. Small Cap Value AVUV	ETF ETF	$37.3M	12.59%	+$355.2K Bought	— 374.7K shares	Q4 2022 Held for 2y 11m
5 DFLV Dimensional US Large Cap Value DFLV	ETF ETF	$28.7M	9.69%	+$1.1M Bought	— 871.8K shares	Q2 2023 Held for 2y 5m
6 Avantis Emerging Markets Equity AVEM	ETF ETF	$12.6M	4.27%	-$165.2K Sold	— 168.3K shares	Q4 2022 Held for 2y 11m
7 iShares Russell 2000 Growth IWO	ETF ETF	$8.7M	2.95%	-$206.7K Sold	— 27.3K shares	Q4 2022 Held for 2y 11m
8 Dimensional US Small Cap Value DFSV	ETF ETF	$3.3M	1.10%	-$132.3K Sold	— 102.6K shares	Q4 2022 Held for 2y 11m
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$2.8M	0.94%	-$7.3K Sold	— 4.2K shares	Q4 2022 Held for 2y 11m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$2.6M	0.87%	+$1.7M Bought	— 3.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Team Hewins, LLC's latest filing

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Market Value

$296.1M

Prior: $277.3M

Q/Q Change

+6.77%

+$18.8M

Net Flows % of MV

-1.21%

Turnover Ratio

2.47%

New Purchases

2 stocks

$607.7K

Added To

9 stocks

+$4.2M

Sold Out Of

0 stocks

Reduced Holdings

13 stocks

-$8.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Core S&P Small-Cap ETF IJR	New	0 → 3.5K +$416.7K
2 GCT Semiconductor Holding GCTS	New	0 → 125.6K +$191.0K
3 iShares Core S&P 500 ETF IVV	+208.2%	1.2K → 3.8K +$1.7M
4 Vanguard Growth VUG	+114.56%	1.5K → 3.3K +$838.8K
5 iShares Core S&P Total U.S. Stock Market ITOT	+21.32%	2.6K → 3.1K +$80.1K

Decreased Positions

Position	Shares Δ	Change
1 GLD SPDR Gold Trust GLD	-9.1%	824.0 → 749.0 −$26.7K
2 DFUV Dimensional US Marketwide Value DFUV	-6.61%	1.1M → 986.1K −$3.1M
3 Dimensional U.S. Targeted Value DFAT	-4.56%	976.0K → 931.6K −$2.6M
4 Dimensional US Small Cap Value DFSV	-3.89%	106.8K → 102.6K −$132.3K
5 Vanguard S&P 500 ETF VOO	-3.36%	447.0 → 432.0 −$9.2K