Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Index Fund Advisors

Latest statistics and disclosures from Index Fund Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAS, DFAT, DFUS, DFUV, DFIV, and represent 85.28% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSV (+$5.9M), DFLV, DFIS, DISV, DFAE, DFEV, DFGR, BND, AVIG, META.
Started 14 new stock positions in AVEM, PPG, DFGP, AVEE, ISRG, JNJ, VIG, PGR, AVLV, VYM. ABBV, VGK, AVGO, MDY.
Reduced shares in these 10 stocks: DFUV (-$7.7M), DFAT (-$7.7M), DFUS, DFAS, SPY, DFIV, WFC, QCOM, MSFT, SCZ.
Sold out of its positions in QCOM, WFC.
Index Fund Advisors was a net seller of stock by $-2.5M.
Index Fund Advisors has $1.9B in assets under management (AUM), dropping by 6.68%.
Central Index Key (CIK): 0001665097

Tip: Access up to 7 years of quarterly data

Positions held by Index Fund Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 108 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	22.9	$432M		6.7M	64.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	21.7	$410M		7.4M	55.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	19.3	$364M		5.9M	62.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	14.0	$264M	-2%	6.3M	41.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.3	$139M		3.6M	38.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.0	$56M	+11%	1.8M	30.80	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.4	$27M	+14%	872k	30.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$22M	+2%	289k	75.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$20M	+4%	690k	28.86	View chart
Apple (AAPL)	0.8	$15M		63k	233.00	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$14M	+18%	508k	26.83	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$12M	+17%	425k	29.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$12M	+17%	438k	27.41	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$8.1M	+24%	285k	28.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$6.4M		11k	576.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.3M		22k	237.21	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$4.5M		61k	73.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.9M		20k	200.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.8M		111k	34.29	View chart
Sunstone Hotel Investors (SHO)	0.2	$3.6M		347k	10.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.5M	-2%	12k	283.15	View chart
Amazon (AMZN)	0.1	$2.8M		15k	186.33	View chart
Microsoft Corporation (MSFT)	0.1	$2.5M	-7%	5.8k	430.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.4M	+17%	4.6k	527.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.3M		8.9k	263.82	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.3M	+28%	54k	42.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M	+6%	13k	167.67	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$2.0M		82k	24.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.8M	-41%	3.2k	573.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.7M		12k	142.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.7M		32k	52.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M	-2%	8.9k	174.57	View chart
Meta Platforms Cl A (META)	0.1	$1.5M	+37%	2.7k	572.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.4M	+4%	12k	116.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M		10k	125.62	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.2M	+2%	24k	47.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M		1.9k	586.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.0M		17k	63.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$990k		8.3k	119.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$989k		2.1k	460.26	View chart
NVIDIA Corporation (NVDA)	0.1	$966k	+2%	8.0k	121.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$950k		9.8k	97.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$882k		17k	51.50	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$882k	+13%	17k	50.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$878k		23k	38.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$865k	+2%	25k	34.07	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$788k		27k	29.53	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$717k		65k	11.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$691k		1.00	691180.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$680k	+12%	1.4k	488.04	View chart
Ishares Tr International Sl (ISCF)	0.0	$667k		19k	35.25	View chart
Oracle Corporation (ORCL)	0.0	$618k		3.6k	170.40	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$611k	-7%	11k	57.41	View chart
Eli Lilly & Co. (LLY)	0.0	$611k	-3%	690.00	885.54	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$609k		9.8k	62.38	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$606k		19k	32.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$597k	-2%	3.6k	165.87	View chart
JPMorgan Chase & Co. (JPM)	0.0	$587k		2.8k	210.86	View chart
Charles Schwab Corporation (SCHW)	0.0	$564k		8.7k	64.81	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$557k	-14%	8.2k	67.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$511k	+38%	5.3k	95.95	View chart
Exxon Mobil Corporation (XOM)	0.0	$497k	+14%	4.2k	117.23	View chart
F.N.B. Corporation (FNB)	0.0	$492k		35k	14.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$485k		2.9k	167.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$443k		4.1k	107.65	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$426k		6.7k	63.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$414k	-3%	5.0k	83.63	View chart
UnitedHealth (UNH)	0.0	$408k		697.00	584.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$396k	NEW	2.0k	198.06	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$393k	+28%	7.3k	54.02	View chart
Visa Com Cl A (V)	0.0	$390k		1.4k	274.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$372k	+8%	5.3k	70.67	View chart
Bank of New York Mellon Corporation (BK)	0.0	$362k		5.0k	71.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$354k	+6%	5.3k	66.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$344k	+49%	7.2k	47.85	View chart
Tesla Motors (TSLA)	0.0	$338k		1.3k	261.69	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$334k		9.5k	35.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$334k	+47%	4.9k	67.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$331k	NEW	2.6k	128.22	View chart
Arista Networks (ANET)	0.0	$315k		820.00	383.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$294k	-12%	5.1k	57.53	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$292k		4.1k	71.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$287k	NEW	503.00	569.66	View chart
Abbvie (ABBV)	0.0	$283k	NEW	1.4k	197.48	View chart
Union Pacific Corporation (UNP)	0.0	$279k		1.1k	246.39	View chart
Johnson & Johnson (JNJ)	0.0	$275k	NEW	1.7k	162.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$273k	+26%	2.9k	95.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$271k		6.8k	39.69	View chart
Broadcom (AVGO)	0.0	$261k	NEW	1.5k	172.50	View chart
Amgen (AMGN)	0.0	$255k	-20%	790.00	322.21	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$252k	NEW	3.5k	71.10	View chart
Honeywell International (HON)	0.0	$251k		1.2k	206.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$245k		3.1k	78.70	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$243k	NEW	4.1k	58.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$238k	-3%	5.8k	41.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$237k	NEW	3.6k	65.83	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$234k		4.9k	47.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$231k		1.3k	179.16	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$222k		2.8k	79.23	View chart
Intuitive Surgical Com New (ISRG)	0.0	$220k	NEW	447.00	491.27	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$216k	NEW	3.9k	55.11	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$216k		4.6k	47.13	View chart
Eaton Corp SHS (ETN)	0.0	$215k		650.00	331.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$215k		6.0k	36.13	View chart
Progressive Corporation (PGR)	0.0	$208k	NEW	818.00	253.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$201k	NEW	3.1k	64.60	View chart
PPG Industries (PPG)	0.0	$200k	NEW	1.5k	132.46	View chart
Sprinklr Cl A (CXM)	0.0	$86k		11k	7.73	View chart

Past Filings by Index Fund Advisors

SEC 13F filings are viewable for Index Fund Advisors going back to 2021

Index Fund Advisors 2024 Q3 filed Oct. 22, 2024
Index Fund Advisors 2024 Q2 filed Aug. 2, 2024
Index Fund Advisors 2024 Q1 filed May 13, 2024
Index Fund Advisors 2023 Q3 filed Oct. 20, 2023
Index Fund Advisors 2023 Q2 filed Aug. 10, 2023
Index Fund Advisors 2023 Q1 filed April 21, 2023
Index Fund Advisors 2022 Q4 filed Jan. 23, 2023
Index Fund Advisors 2022 Q3 filed Oct. 27, 2022
Index Fund Advisors 2022 Q2 filed July 27, 2022
Index Fund Advisors 2022 Q1 amended filed May 6, 2022
Index Fund Advisors 2022 Q1 filed April 25, 2022
Index Fund Advisors 2021 Q4 filed Jan. 26, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z