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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 73.38% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: JNJ (+$7.7M), VGT (+$5.5M), SGOV, DFSV, BND, DFUS, DFLV, DFUV, DFIV, VO.
Started 16 new stock positions in IWM, VGUS, GEV, GLD, LSAK, SGOL, VBIL, AMD, QQQM, DFAI. SPLV, IWC, IBM, RY, ET, SBUX.
Reduced shares in these 10 stocks: DFAT, DUSB, APH, MRVL, DFGR, VXUS, NET, DFAS, LLY, AMZN.
Sold out of its positions in APH, CELH, CVX, NET, Honeywell International, ISRG, NFLX, UBER.
Index Fund Advisors was a net buyer of stock by $41M.
Index Fund Advisors has $2.5B in assets under management (AUM), dropping by 13.35%.
Central Index Key (CIK): 0001665097

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Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 135 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	19.2	$485M		5.9M	82.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	17.6	$442M		6.3M	69.90	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	16.2	$409M		5.0M	81.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.6	$318M		5.8M	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.7	$194M		3.6M	54.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	4.4	$110M	+2%	2.8M	38.79	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	2.3	$57M	+5%	1.4M	39.54	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.7	$43M	+9%	429k	100.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$38M	+8%	520k	73.41	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$27M	+6%	604k	44.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$26M	+4%	654k	40.13	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.0	$25M	+4%	709k	35.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$24M	-7%	819k	28.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$23M	+2%	581k	40.21	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$21M	+2%	501k	42.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$18M		48k	370.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$18M	-9%	205k	85.49	View chart
Johnson & Johnson (JNJ)	0.6	$15M	+112%	57k	253.97	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.5	$12M	+14%	279k	41.73	View chart
Glacier Ban (GBCI)	0.4	$11M		214k	51.58	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.4	$11M	+13%	156k	69.32	View chart
Costco Wholesale Corporation (COST)	0.4	$11M		11k	935.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$9.2M		12k	748.89	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$9.0M	+4%	91k	99.10	View chart
NVIDIA Corporation (NVDA)	0.3	$7.4M		37k	200.09	View chart
Apple (AAPL)	0.3	$7.2M	+14%	25k	289.36	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$6.9M	+24%	145k	47.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$6.3M		21k	303.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.2M	+700%	52k	119.52	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$6.2M	+18%	165k	37.26	View chart
Amazon (AMZN)	0.2	$5.4M	-8%	23k	238.34	View chart
Microsoft Corporation (MSFT)	0.2	$4.8M	+21%	13k	373.02	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$4.5M	+29%	107k	42.21	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$4.4M	+30%	80k	54.67	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$4.4M		58k	75.45	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.2	$4.3M	+30%	80k	53.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.1M		17k	242.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.9M		38k	103.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.3M	+6%	56k	58.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.2M	+5%	4.7k	686.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.2M	+12%	33k	96.43	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.8M	+5%	68k	41.41	View chart
Meta Platforms Cl A (META)	0.1	$2.8M	+11%	5.0k	563.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.8M	+313%	35k	80.57	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$2.7M	-53%	54k	50.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.6M	+9%	7.3k	357.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$2.2M		66k	34.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M		11k	197.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.2M	+11%	54k	40.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$2.0M		2.7k	746.80	View chart
Tesla Motors (TSLA)	0.1	$2.0M		4.8k	420.62	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$2.0M	-6%	24k	82.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.9M	+60%	3.7k	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.8M	+4%	5.2k	353.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M		7.7k	217.93	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.7M	+2%	28k	60.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.7M		10k	164.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M	+6%	2.0k	736.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.5M		10k	148.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.5M		18k	83.75	View chart
Visa Com Cl A (V)	0.1	$1.3M	+4%	3.9k	343.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.3M		35k	36.13	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$1.2M	+10%	29k	42.77	View chart
Abbvie (ABBV)	0.0	$1.2M		4.7k	251.66	View chart
JPMorgan Chase & Co. (JPM)	0.0	$1.1M	+7%	3.2k	327.32	View chart
Kenvue (KVUE)	0.0	$1.0M	+93%	53k	19.11	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$1.0M		24k	41.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$976k	+4%	20k	48.12	View chart
State Street Corporation (STT)	0.0	$960k		5.7k	169.60	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$951k	NEW	13k	75.68	View chart
Advanced Micro Devices (AMD)	0.0	$935k	NEW	1.6k	580.91	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$929k	-7%	82k	11.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$880k	+125%	3.7k	236.59	View chart
Lam Research Corp Com New (LRCX)	0.0	$821k		1.9k	433.33	View chart
Broadcom (AVGO)	0.0	$802k		2.1k	377.70	View chart
Kla Corp Com New (KLAC)	0.0	$800k	+882%	2.7k	301.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$793k		6.4k	124.77	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$745k	-4%	9.0k	82.84	View chart
Ishares Tr International Sl (ISCF)	0.0	$730k		17k	43.29	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$724k		18k	39.68	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$644k	-23%	13k	49.78	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$635k	-23%	5.8k	110.35	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.0	$608k		8.2k	74.31	View chart
Eli Lilly & Co. (LLY)	0.0	$606k	-52%	505.00	1199.25	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$581k		25k	23.44	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$573k		4.2k	136.68	View chart
Arista Networks Com Shs (ANET)	0.0	$559k		3.3k	169.88	View chart
Coca-Cola Company (KO)	0.0	$536k	+4%	6.6k	81.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$514k	+8%	1.5k	343.95	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$509k	-2%	6.2k	82.26	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$499k		6.6k	75.88	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$428k		9.5k	44.98	View chart
Bank of America Corporation (BAC)	0.0	$421k		7.4k	56.98	View chart
Eaton Corp SHS (ETN)	0.0	$401k	+3%	942.00	426.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$399k	+3%	2.5k	158.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$390k		4.9k	79.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$381k		13k	28.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$379k		4.9k	76.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$360k		3.5k	103.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$359k		6.9k	51.69	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$352k		11k	31.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$345k		5.8k	59.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$339k		15k	23.13	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$330k		469.00	703.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$330k		11k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$320k		12k	27.70	View chart
Ge Aerospace Com New (GE)	0.0	$319k	+11%	854.00	373.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$317k		4.5k	71.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$315k		3.6k	88.55	View chart
Marvell Technology (MRVL)	0.0	$305k	-86%	1.0k	297.89	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.0	$301k	NEW	4.0k	75.66	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.0	$300k	+23%	5.5k	54.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$293k		1.5k	189.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$292k	NEW	962.00	303.02	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$290k		2.8k	103.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$289k	NEW	3.9k	74.91	View chart
Wells Fargo & Company (WFC)	0.0	$287k	+3%	3.5k	82.64	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$276k		2.6k	107.60	View chart
Exxon Mobil Corporation (XOM)	0.0	$270k		2.0k	136.75	View chart
Merck & Co (MRK)	0.0	$264k		2.1k	128.52	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$255k	+24%	5.5k	46.56	View chart
Starbucks Corporation (SBUX)	0.0	$252k	NEW	2.5k	102.19	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$249k		4.5k	55.77	View chart
Ge Vernova (GEV)	0.0	$247k	NEW	210.00	1175.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$235k		4.4k	52.76	View chart
Amgen (AMGN)	0.0	$234k		647.00	362.34	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$231k	NEW	1.2k	200.02	View chart
Rbc Cad (RY)	0.0	$229k	NEW	1.1k	206.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$226k	NEW	754.00	300.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$221k	NEW	601.00	368.38	View chart
International Business Machines (IBM)	0.0	$208k	NEW	741.00	281.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$208k	NEW	5.1k	41.25	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$207k	NEW	5.4k	38.23	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$200k	NEW	11k	19.12	View chart
Lesaka Technologies Com New (LSAK)	0.0	$51k	NEW	10k	4.97	View chart

Past Filings by Index Fund Advisors

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

Index Fund Advisors 2026 Q2 filed Aug. 13, 2026
Index Fund Advisors 2026 Q1 filed May 12, 2026
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

View all past filings

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