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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 75.25% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFSV, DUSB, DFLV, DUHP, DFGR, DFIC, DFSD, AVEE, DFCF.
Started 5 new stock positions in GE, DFIC, DEHP, DFEM, SCHZ.
Reduced shares in these 10 stocks: DFAT, DFUV, DFUS, DFIV, SGOV, DFAS, SDY, SPHY, AAPL, GDX.
Sold out of its positions in DDOG, HD, HON, TTD.
Index Fund Advisors was a net buyer of stock by $12M.
Index Fund Advisors has $2.1B in assets under management (AUM), dropping by 3.37%.
Central Index Key (CIK): 0001665097

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

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Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 146 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	19.1	$407M		5.8M	69.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	18.0	$384M		6.4M	59.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	17.2	$367M		5.0M	74.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.5	$267M		5.7M	46.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	8.4	$178M		3.6M	49.90	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.9	$84M	+5%	2.6M	32.89	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.9	$41M	+5%	1.2M	34.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.8	$38M	-2%	381k	100.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$36M		483k	74.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$23M	+8%	857k	26.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$22M	+4%	583k	38.00	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.0	$21M	+4%	637k	32.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$18M	+4%	538k	32.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$17M		225k	75.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$16M		48k	335.27	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$15M	+7%	440k	33.74	View chart
Costco Wholesale Corporation (COST)	0.4	$9.6M	-2%	11k	862.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$9.2M	+113%	232k	39.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$8.4M	-2%	12k	684.94	View chart
NVIDIA Corporation (NVDA)	0.3	$6.9M	-4%	37k	186.50	View chart
Amazon (AMZN)	0.3	$6.7M	-2%	29k	230.82	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.3	$6.7M	+21%	107k	62.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$6.6M	-6%	77k	85.77	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$6.5M	+7%	76k	85.91	View chart
Johnson & Johnson (JNJ)	0.3	$6.5M		31k	206.95	View chart
Apple (AAPL)	0.3	$5.9M	-8%	22k	271.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.4M		21k	257.95	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$5.1M	+126%	101k	50.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.9M		6.5k	753.77	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$4.5M	+69%	118k	38.03	View chart
Microsoft Corporation (MSFT)	0.2	$4.4M	-3%	9.1k	483.60	View chart
Meta Platforms Cl A (META)	0.2	$4.1M		6.2k	660.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.6M	-2%	17k	211.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.5M		37k	93.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.2M	+72%	66k	47.95	View chart
Visa Com Cl A (V)	0.1	$2.9M	-3%	8.2k	350.71	View chart
Amphenol Corp Cl A (APH)	0.1	$2.9M		21k	135.14	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.6M	+2%	62k	41.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.5M		29k	88.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.5M		4.0k	627.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.4M	-6%	8.3k	290.22	View chart
Cloudflare Cl A Com (NET)	0.1	$2.1M		11k	197.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M		11k	177.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.8M	-4%	2.7k	681.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	+38%	27k	58.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.6M		5.0k	312.99	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$1.6M	+317%	36k	42.56	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$1.5M	-3%	27k	56.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M		10k	148.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	-7%	4.8k	313.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M		7.7k	191.00	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$1.4M		24k	60.52	View chart
Tesla Motors (TSLA)	0.1	$1.4M		3.1k	449.76	View chart
Fair Isaac Corporation (FICO)	0.1	$1.4M		805.00	1690.62	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$1.4M	+465%	26k	52.63	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$1.4M	+454%	25k	54.24	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M		1.3k	1074.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.3M	NEW	39k	34.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M		17k	73.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-2%	9.9k	120.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M		1.8k	614.21	View chart
Goosehead Ins Com Cl A (GSHD)	0.0	$1.1M		14k	73.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$1.0M		2.1k	502.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$983k		35k	28.48	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$895k		24k	38.05	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$883k		19k	45.53	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$878k	-2%	84k	10.40	View chart
MercadoLibre (MELI)	0.0	$874k		434.00	2014.26	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$873k		5.4k	160.97	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$852k	+91%	27k	31.67	View chart
Servisfirst Bancshares (SFBS)	0.0	$826k		12k	71.79	View chart
Progressive Corporation (PGR)	0.0	$823k		3.6k	227.72	View chart
Snowflake Com Shs (SNOW)	0.0	$778k		3.5k	219.36	View chart
Broadcom (AVGO)	0.0	$758k	+27%	2.2k	346.10	View chart
Marriott Intl Cl A (MAR)	0.0	$749k		2.4k	310.24	View chart
Netflix (NFLX)	0.0	$745k	+888%	8.0k	93.76	View chart
State Street Corporation (STT)	0.0	$731k		5.7k	129.01	View chart
Uber Technologies (UBER)	0.0	$726k		8.9k	81.71	View chart
Ishares Tr International Sl (ISCF)	0.0	$702k	-3%	17k	41.48	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.0	$684k		6.2k	109.61	View chart
Celsius Hldgs Com New (CELH)	0.0	$644k		14k	45.74	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$641k		18k	36.06	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$636k	-4%	9.5k	67.22	View chart
JPMorgan Chase & Co. (JPM)	0.0	$633k		2.0k	322.25	View chart
Marvell Technology (MRVL)	0.0	$630k		7.4k	84.98	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$565k	-56%	4.1k	139.17	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$560k	-49%	24k	23.67	View chart
Kenvue (KVUE)	0.0	$548k		32k	17.25	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$539k	-2%	8.2k	65.65	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$521k		6.7k	77.53	View chart
Intuitive Surgical Com New (ISRG)	0.0	$502k		887.00	566.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$477k		4.2k	113.71	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$474k	-2%	7.0k	67.48	View chart
Morningstar (MORN)	0.0	$447k		2.1k	217.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$447k	NEW	14k	33.08	View chart
Ecolab (ECL)	0.0	$445k		1.7k	262.52	View chart
Servicenow (NOW)	0.0	$436k	+399%	2.8k	153.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$435k		1.4k	314.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$433k		2.0k	219.78	View chart
Arista Networks Com Shs (ANET)	0.0	$431k		3.3k	131.03	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$406k		7.9k	51.63	View chart
Revolve Group Cl A (RVLV)	0.0	$403k		13k	30.19	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$401k		9.5k	42.19	View chart
Ncino (NCNO)	0.0	$400k		16k	25.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$394k		6.3k	62.47	View chart
Bank of America Corporation (BAC)	0.0	$378k		6.9k	55.00	View chart
O'reilly Automotive (ORLY)	0.0	$356k		3.9k	91.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$351k	-4%	4.9k	71.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$350k		2.4k	143.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$344k		13k	26.23	View chart
Onestream Cl A (OS)	0.0	$341k		19k	18.38	View chart
S&p Global (SPGI)	0.0	$338k		646.00	522.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$332k	-25%	3.5k	96.03	View chart
Lam Research Corp Com New (LRCX)	0.0	$324k	+10%	1.9k	171.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$323k	-3%	6.9k	46.80	View chart
Ross Stores (ROST)	0.0	$321k		1.8k	180.14	View chart
Wells Fargo & Company (WFC)	0.0	$313k		3.4k	93.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$306k	+24%	3.8k	79.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$304k	-19%	5.7k	53.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$301k		3.6k	83.62	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$295k		11k	27.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$294k		11k	26.91	View chart
Eaton Corp SHS (ETN)	0.0	$290k		909.00	318.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$286k		474.00	603.28	View chart
Aaon Com Par $0.004 (AAON)	0.0	$281k		3.7k	76.25	View chart
Hawkins (HWKN)	0.0	$280k		2.0k	142.06	View chart
Cadence Design Systems (CDNS)	0.0	$279k		891.00	312.58	View chart
On Hldg Namen Akt A (ONON)	0.0	$268k		5.8k	46.48	View chart
Wingstop (WING)	0.0	$267k		1.1k	238.49	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$264k		2.8k	94.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$263k		11k	24.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$256k	NEW	11k	23.37	View chart
Raytheon Technologies Corp (RTX)	0.0	$253k		1.4k	183.36	View chart
Kinsale Cap Group (KNSL)	0.0	$250k		638.00	391.12	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$242k	NEW	7.5k	32.25	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$241k	+2%	4.5k	54.07	View chart
Ge Aerospace Com New (GE)	0.0	$235k	NEW	763.00	308.19	View chart
Block Cl A (XYZ)	0.0	$235k		3.6k	65.09	View chart
Workday Cl A (WDAY)	0.0	$227k		1.1k	214.78	View chart
IDEXX Laboratories (IDXX)	0.0	$223k		329.00	676.53	View chart
CoStar (CSGP)	0.0	$221k		3.3k	67.24	View chart
Equifax (EFX)	0.0	$220k		1.0k	216.98	View chart
Roper Industries (ROP)	0.0	$218k		489.00	445.13	View chart
Rollins (ROL)	0.0	$205k		3.4k	60.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$204k		4.5k	45.89	View chart
Dream Finders Homes Com Cl A (DFH)	0.0	$199k		12k	17.10	View chart

Past Filings by Index Fund Advisors

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

Index Fund Advisors 2025 Q4 filed Jan. 29, 2026
Index Fund Advisors 2025 Q3 filed Oct. 22, 2025
Index Fund Advisors 2025 Q2 filed July 25, 2025
Index Fund Advisors 2025 Q1 filed April 30, 2025
Index Fund Advisors 2024 Q4 filed Jan. 29, 2025
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

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