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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 DFAT, DFAS, DFUS, DFUV, DFIV, and represent 89.88% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: DFLV (+$5.8M), DFSV, DFGR, DFAE, DISV, DFIS, DFUS, DFEV, DFIV, AAPL.
Started 17 new stock positions in BAC, TMO, ROK, MLM, ALC, DHR, COP, CVX, HON, AMGN. PEP, AVSC, HD, INTC, AXP, ROP, CTAS.
Reduced shares in these 10 stocks: VTI, SCHX, DFUV, DFAT, SCHB, VEA, PPG, VB, SPY, VO.
Sold out of its positions in PPG, SCHB, SCHX, VEA.
Index Fund Advisors was a net buyer of stock by $17M.
Index Fund Advisors has $1.5B in assets under management (AUM), dropping by -1.49%.
Central Index Key (CIK): 0001665097

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Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 97 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	24.1	$363M		8.0M	45.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	23.6	$355M		6.8M	52.49	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	18.6	$280M		6.0M	46.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	15.7	$236M		6.9M	34.02	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	8.0	$120M		3.7M	32.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.7	$25M	+15%	985k	25.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$18M		261k	69.78	View chart
Apple (AAPL)	0.7	$11M	+5%	63k	171.21	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$10M	+133%	408k	24.81	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$4.9M	+185%	221k	22.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$4.9M	+2%	12k	429.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$4.6M	+136%	204k	22.57	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$4.6M	+86%	193k	23.78	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$4.3M	+70%	195k	21.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.1M	-3%	22k	189.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.3M	-45%	16k	212.41	View chart
Sunstone Hotel Investors (SHO)	0.2	$3.2M		344k	9.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.1M		20k	159.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.8M	-4%	107k	26.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$2.4M	+63%	102k	23.67	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$2.0M	+19%	34k	58.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.0M	-6%	4.6k	427.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	-6%	8.8k	208.24	View chart
Microsoft Corporation (MSFT)	0.1	$1.8M	+14%	5.6k	315.76	View chart
Amazon (AMZN)	0.1	$1.7M	+22%	14k	127.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.7M	-2%	13k	130.96	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M		12k	115.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M		10k	137.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.3M		32k	41.26	View chart
Jacobs Engineering Group (J)	0.1	$1.3M		9.2k	136.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M		12k	94.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.1M	+29%	15k	72.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.0M		22k	46.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$968k		10k	94.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$863k	+12%	22k	39.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$833k		16k	51.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$809k		8.7k	93.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$773k	+90%	5.9k	131.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$768k	-6%	2.0k	392.79	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$717k		22k	32.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$716k		17k	41.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$650k	+3%	1.9k	350.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$649k		8.6k	75.66	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$637k		25k	25.36	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$632k	+4%	14k	45.53	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$620k	-10%	13k	47.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$578k		6.5k	89.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$549k	-11%	9.7k	56.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$546k	+2%	4.2k	130.86	View chart
Ishares Tr International Sl (ISCF)	0.0	$546k	-6%	19k	29.58	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$532k		1.00	531477.00	View chart
Visa Com Cl A (V)	0.0	$511k	+54%	2.2k	230.01	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$504k	-3%	9.4k	53.48	View chart
Union Pacific Corporation (UNP)	0.0	$486k	+101%	2.4k	203.64	View chart
JPMorgan Chase & Co. (JPM)	0.0	$479k	+29%	3.3k	145.04	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.0	$471k		18k	26.22	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$448k	+29%	20k	22.42	View chart
Oracle Corporation (ORCL)	0.0	$420k		4.0k	105.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$419k		1.2k	358.39	View chart
Charles Schwab Corporation (SCHW)	0.0	$397k		7.2k	54.90	View chart
ConocoPhillips (COP)	0.0	$394k	NEW	3.3k	119.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$393k		12k	33.96	View chart
UnitedHealth (UNH)	0.0	$392k		778.00	504.19	View chart
Eli Lilly & Co. (LLY)	0.0	$386k		718.00	536.89	View chart
Exxon Mobil Corporation (XOM)	0.0	$369k		3.1k	117.57	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$366k		8.3k	44.23	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$364k		6.7k	54.60	View chart
NVIDIA Corporation (NVDA)	0.0	$358k	+71%	822.00	435.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$349k		5.1k	68.93	View chart
Tesla Motors (TSLA)	0.0	$331k		1.3k	250.22	View chart
Chevron Corporation (CVX)	0.0	$309k	NEW	1.8k	168.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$293k		6.0k	48.93	View chart
Meta Platforms Cl A (META)	0.0	$290k		967.00	300.21	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$281k		9.5k	29.54	View chart
Cintas Corporation (CTAS)	0.0	$269k	NEW	560.00	481.01	View chart
Home Depot (HD)	0.0	$257k	NEW	852.00	302.16	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$245k	+14%	3.1k	77.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$244k		3.2k	75.17	View chart
Intel Corporation (INTC)	0.0	$236k	NEW	6.7k	35.55	View chart
Thermo Fisher Scientific (TMO)	0.0	$232k	NEW	459.00	506.17	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$227k		4.1k	55.97	View chart
Honeywell International (HON)	0.0	$224k	NEW	1.2k	184.74	View chart
Pepsi (PEP)	0.0	$220k	NEW	1.3k	169.45	View chart
Roper Industries (ROP)	0.0	$218k	NEW	450.00	484.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$216k	+4%	3.7k	57.86	View chart
Alcon Ord Shs (ALC)	0.0	$216k	NEW	2.8k	77.06	View chart
Rockwell Automation (ROK)	0.0	$214k	NEW	750.00	285.87	View chart
Martin Marietta Materials (MLM)	0.0	$213k	NEW	518.00	410.48	View chart
Amgen (AMGN)	0.0	$212k	NEW	790.00	268.76	View chart
Danaher Corporation (DHR)	0.0	$211k	NEW	852.00	248.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$210k		8.8k	23.94	View chart
American Express Company (AXP)	0.0	$209k	NEW	1.4k	149.19	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$208k	NEW	4.7k	44.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$204k		6.8k	29.95	View chart
Bank of America Corporation (BAC)	0.0	$203k	NEW	7.4k	27.38	View chart
Provident Financial Services (PFS)	0.0	$180k		12k	15.29	View chart
Sprinklr Cl A (CXM)	0.0	$155k		11k	13.84	View chart

Past Filings by Index Fund Advisors

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

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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