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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 76.16% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$39M), DFUV (+$25M), DFIV (+$22M), DFAT (+$20M), VTI (+$11M), DFSV (+$7.7M), GDX (+$6.3M), JNJ (+$5.8M), AVDV, DFLV.
Started 16 new stock positions in MRVL, GDX, DDOG, DFCF, KVUE, WFC, LRCX, RTX, IDXX, DFGX. ROL, VEA, BAC, JNJ, PRFZ, DGCB.
Reduced shares in these 10 stocks: DFUS, VXUS, APPF, , TFIN, ORLY, DHR, MORN, DFAE, RYAN.
Sold out of its positions in AVSF, APPF, BJ, CCL, DHR, DPZ, EPAC, IT, HQY, MTD. SCHZ, TOST, TFIN, USPH, ZTS.
Index Fund Advisors was a net buyer of stock by $156M.
Index Fund Advisors has $2.1B in assets under management (AUM), dropping by 15.74%.
Central Index Key (CIK): 0001665097

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Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 145 positions in its portfolio as reported in the September 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)	19.5	$401M		5.9M	68.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	18.4	$380M	+5%	6.5M	58.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	17.5	$362M		5.0M	72.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.6	$260M	+10%	5.8M	44.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	8.1	$167M	+14%	3.6M	46.12	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.7	$77M	+11%	2.4M	31.84	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.9	$39M	+15318%	390k	100.70	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.8	$38M	+6%	1.1M	32.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$35M	+6%	474k	74.37	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$22M		791k	27.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$20M	+10%	557k	35.69	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$19M	+2%	610k	31.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$16M	-8%	222k	73.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$16M	-2%	514k	31.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$16M	+276%	47k	328.17	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$13M	+11%	409k	31.89	View chart
Costco Wholesale Corporation (COST)	0.5	$11M	+4%	11k	925.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$8.4M	+2%	13k	669.29	View chart
NVIDIA Corporation (NVDA)	0.4	$7.2M	+31%	39k	186.58	View chart
Amazon (AMZN)	0.3	$6.5M	+30%	30k	219.57	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$6.3M	NEW	82k	76.40	View chart
Apple (AAPL)	0.3	$6.1M	+55%	24k	254.63	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$5.9M	+3%	71k	83.41	View chart
Johnson & Johnson (JNJ)	0.3	$5.8M	NEW	31k	185.42	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.3	$5.7M	+22%	88k	64.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.4M		21k	254.28	View chart
Microsoft Corporation (MSFT)	0.2	$4.9M	+34%	9.4k	517.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.9M		6.5k	746.67	View chart
Meta Platforms Cl A (META)	0.2	$4.5M	+31%	6.1k	734.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.2M	+2%	109k	38.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.6M		18k	208.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.3M	+933%	37k	89.03	View chart
Visa Com Cl A (V)	0.1	$2.9M	+81%	8.5k	341.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.6M	+228%	29k	91.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.6M	+37%	70k	37.77	View chart
Amphenol Corp Cl A (APH)	0.1	$2.6M		21k	123.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M		8.9k	293.73	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.5M	+3%	60k	42.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.4M		4.0k	612.32	View chart
Cloudflare Cl A Com (NET)	0.1	$2.3M		11k	214.59	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$2.3M		45k	50.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M		12k	174.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.9M		2.8k	666.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.8M	+38%	38k	48.19	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$1.5M		28k	55.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M		10k	145.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M		7.7k	186.49	View chart
Tesla Motors (TSLA)	0.1	$1.4M	-10%	3.1k	444.76	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$1.4M		24k	56.56	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$1.3M	-13%	9.3k	140.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.3M	+199%	5.2k	243.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.2M	+13%	5.1k	243.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		17k	71.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M		10k	118.83	View chart
Fair Isaac Corporation (FICO)	0.1	$1.2M		804.00	1496.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M	+47%	20k	58.85	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$1.1M		47k	23.94	View chart
Goosehead Ins Com Cl A (GSHD)	0.1	$1.1M		14k	74.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M	+2%	1.8k	600.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$1.0M	+9%	2.1k	502.74	View chart
MercadoLibre (MELI)	0.0	$1.0M		434.00	2336.94	View chart
Netflix (NFLX)	0.0	$964k		804.00	1198.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$959k		34k	27.90	View chart
Eli Lilly & Co. (LLY)	0.0	$950k	+2%	1.2k	762.96	View chart
Servisfirst Bancshares (SFBS)	0.0	$927k		12k	80.53	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$922k	+15%	87k	10.65	View chart
Progressive Corporation (PGR)	0.0	$894k		3.6k	246.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$889k		20k	45.51	View chart
Uber Technologies (UBER)	0.0	$866k		8.8k	97.97	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$840k		24k	35.48	View chart
Celsius Hldgs Com New (CELH)	0.0	$810k		14k	57.49	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$806k		5.4k	148.61	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.0	$801k		6.2k	128.40	View chart
Snowflake Com Shs (SNOW)	0.0	$800k		3.5k	225.55	View chart
Ishares Tr International Sl (ISCF)	0.0	$722k	-2%	18k	41.13	View chart
State Street Corporation (STT)	0.0	$657k		5.7k	116.01	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$650k	-2%	9.9k	65.92	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$633k		18k	36.16	View chart
Marriott Intl Cl A (MAR)	0.0	$628k		2.4k	260.44	View chart
Marvell Technology (MRVL)	0.0	$623k	NEW	7.4k	84.07	View chart
JPMorgan Chase & Co. (JPM)	0.0	$616k	+38%	2.0k	315.45	View chart
Broadcom (AVGO)	0.0	$565k	+16%	1.7k	329.91	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$564k		8.4k	67.29	View chart
Servicenow (NOW)	0.0	$525k	-40%	570.00	920.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$524k	-7%	6.8k	76.72	View chart
Kenvue (KVUE)	0.0	$515k	NEW	32k	16.23	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$488k		7.2k	67.91	View chart
Arista Networks Com Shs (ANET)	0.0	$479k		3.3k	145.71	View chart
Morningstar (MORN)	0.0	$478k	-47%	2.1k	232.01	View chart
Ecolab (ECL)	0.0	$465k		1.7k	273.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$462k		4.2k	110.59	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$444k	-48%	7.9k	56.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$433k	-7%	4.6k	93.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$428k		14k	30.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$425k		1.4k	307.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$425k		2.0k	215.79	View chart
Ncino (NCNO)	0.0	$423k		16k	27.11	View chart
O'reilly Automotive (ORLY)	0.0	$421k	-52%	3.9k	107.81	View chart
Intuitive Surgical Com New (ISRG)	0.0	$397k		887.00	447.23	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$391k		9.5k	41.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$380k		7.0k	54.18	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$373k	NEW	8.7k	42.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$372k	NEW	6.2k	59.92	View chart
Hawkins (HWKN)	0.0	$359k	-30%	2.0k	182.72	View chart
Bank of America Corporation (BAC)	0.0	$351k	NEW	6.8k	51.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$350k		5.2k	67.83	View chart
Aaon Com Par $0.004 (AAON)	0.0	$344k		3.7k	93.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$344k		2.4k	140.97	View chart
Onestream Cl A (OS)	0.0	$342k		19k	18.43	View chart
Eaton Corp SHS (ETN)	0.0	$340k	+37%	908.00	374.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$337k		13k	25.71	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$328k		7.2k	45.76	View chart
S&p Global (SPGI)	0.0	$314k		646.00	486.71	View chart
Cadence Design Systems (CDNS)	0.0	$313k		892.00	351.26	View chart
Dream Finders Homes Com Cl A (DFH)	0.0	$301k	-49%	12k	25.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$288k		11k	26.34	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$286k		3.6k	79.81	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$285k		11k	26.30	View chart
Revolve Group Cl A (RVLV)	0.0	$285k	-51%	13k	21.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$283k		474.00	596.03	View chart
Wingstop (WING)	0.0	$281k		1.1k	251.68	View chart
Wells Fargo & Company (WFC)	0.0	$281k	NEW	3.4k	83.82	View chart
CoStar (CSGP)	0.0	$277k		3.3k	84.37	View chart
Ross Stores (ROST)	0.0	$271k	-42%	1.8k	152.39	View chart
Kinsale Cap Group (KNSL)	0.0	$271k		637.00	425.26	View chart
Block Cl A (XYZ)	0.0	$262k		3.6k	72.27	View chart
Equifax (EFX)	0.0	$260k	-57%	1.0k	256.53	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$259k		2.8k	92.42	View chart
Workday Cl A (WDAY)	0.0	$255k		1.1k	240.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$251k		11k	23.28	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$250k	NEW	4.5k	55.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$246k		3.1k	79.92	View chart
The Trade Desk Com Cl A (TTD)	0.0	$246k		5.0k	49.01	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$246k	NEW	4.6k	53.96	View chart
On Hldg Namen Akt A (ONON)	0.0	$245k		5.8k	42.35	View chart
Roper Industries (ROP)	0.0	$244k	-54%	490.00	498.69	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$242k	+7%	4.4k	55.57	View chart
Home Depot (HD)	0.0	$236k	+5%	583.00	405.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$231k	NEW	1.4k	167.29	View chart
Lam Research Corp Com New (LRCX)	0.0	$229k	NEW	1.7k	133.90	View chart
IDEXX Laboratories (IDXX)	0.0	$210k	NEW	328.00	638.89	View chart
Honeywell International (HON)	0.0	$209k		991.00	210.50	View chart
Datadog Cl A Com (DDOG)	0.0	$207k	NEW	1.5k	142.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$202k	NEW	4.5k	45.42	View chart
Rollins (ROL)	0.0	$201k	NEW	3.4k	58.74	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 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
Index Fund Advisors 2021 Q4 filed Jan. 26, 2022

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