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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 73.58% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$13M), GBCI (+$9.5M), DFSV (+$7.2M), DFLV (+$5.8M), DUHP, DFAS, DFIC, DFSD, DGCB, DFCF.
Started 15 new stock positions in MRK, AVUV, FNDF, VUSB, GBCI, SHV, ABBV, XOM, HON, AMGN. MUB, KO, CVX, AVSF, KLAC.
Reduced shares in these 10 stocks: DFAT, GDX, V, FICO, NET, DFIV, JNJ, GSHD, META, AMZN.
Sold out of its positions in AAON, CDNS, CSGP, DFH, ECL, EFX, FICO, GSHD, HWKN, IDXX.
Index Fund Advisors was a net buyer of stock by $51M.
Index Fund Advisors has $2.2B in assets under management (AUM), dropping by 4.28%.
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 127 positions in its portfolio as reported in the March 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)	18.9	$420M		5.9M	71.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	17.9	$399M		6.4M	62.45	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	15.8	$351M		5.0M	70.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.5	$278M		5.7M	48.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	8.4	$187M		3.6M	52.78	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.4	$97M	+8%	2.8M	35.04	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.2	$49M	+13%	1.4M	35.71	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.8	$39M	+2%	390k	100.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$35M		477k	73.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$25M	+7%	625k	39.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$23M	+2%	882k	26.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.0	$23M	+6%	677k	33.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$22M	+144%	567k	38.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$19M	+5%	567k	33.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$18M	+11%	488k	35.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$17M		226k	77.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$15M		47k	320.81	View chart
Costco Wholesale Corporation (COST)	0.5	$11M		11k	996.40	View chart
Glacier Ban (GBCI)	0.4	$9.5M	NEW	214k	44.67	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$9.0M	+107%	245k	36.76	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.4	$8.7M	+27%	137k	63.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$8.1M		12k	653.23	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$7.6M	+14%	87k	88.02	View chart
Johnson & Johnson (JNJ)	0.3	$6.6M	-13%	27k	244.44	View chart
NVIDIA Corporation (NVDA)	0.3	$6.4M		37k	174.40	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$5.8M	+14%	115k	50.71	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$5.6M	+76%	116k	47.88	View chart
Apple (AAPL)	0.2	$5.5M		22k	253.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.5M		21k	261.92	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$5.4M	-24%	59k	91.77	View chart
Amazon (AMZN)	0.2	$5.2M	-14%	25k	208.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$4.9M	+259%	139k	35.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.6M		6.5k	697.75	View chart
Microsoft Corporation (MSFT)	0.2	$3.9M	+16%	11k	370.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.7M		37k	99.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.7M		17k	217.24	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$3.5M	+126%	83k	42.22	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$3.3M	+146%	62k	54.13	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$3.2M	+135%	61k	52.45	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.1M	+93%	52k	58.54	View chart
Amphenol Corp Cl A (APH)	0.1	$2.7M		21k	126.35	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.7M	+4%	64k	41.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.6M	+10%	4.4k	597.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.6M	+3%	30k	88.70	View chart
Meta Platforms Cl A (META)	0.1	$2.6M	-27%	4.5k	572.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.4M		8.3k	287.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.1M		11k	184.28	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$2.1M	+142%	65k	32.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.9M	+32%	6.6k	287.57	View chart
Tesla Motors (TSLA)	0.1	$1.8M	+54%	4.8k	371.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.7M		2.7k	650.42	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.7M	+260%	49k	34.55	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$1.7M	+7%	26k	64.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$1.5M		27k	56.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M		7.7k	196.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.4M		10k	142.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.4M	+3%	4.9k	286.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M		17k	75.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M		10k	124.31	View chart
Visa Com Cl A (V)	0.1	$1.1M	-54%	3.7k	302.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$1.1M	+12%	2.3k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$1.1M	+7%	1.9k	577.16	View chart
Cloudflare Cl A Com (NET)	0.0	$1.1M	-50%	5.3k	206.34	View chart
Abbvie (ABBV)	0.0	$1.0M	NEW	4.7k	217.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.0M		35k	29.08	View chart
Eli Lilly & Co. (LLY)	0.0	$973k	-15%	1.1k	920.02	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$933k		24k	39.68	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$911k		20k	46.74	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$910k	+4%	88k	10.33	View chart
JPMorgan Chase & Co. (JPM)	0.0	$882k	+52%	3.0k	294.15	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$875k	+245%	26k	33.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$840k	NEW	17k	49.78	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$832k	NEW	7.5k	110.39	View chart
Marvell Technology (MRVL)	0.0	$734k		7.4k	99.05	View chart
State Street Corporation (STT)	0.0	$717k		5.7k	126.56	View chart
Ishares Tr International Sl (ISCF)	0.0	$707k		17k	41.79	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$700k	+2%	18k	38.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$692k	NEW	6.3k	110.47	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$660k		9.5k	69.75	View chart
Broadcom (AVGO)	0.0	$653k	-3%	2.1k	309.47	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$568k	+2%	24k	23.32	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.0	$544k		8.2k	66.12	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$500k	-5%	6.4k	78.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$498k		4.2k	118.46	View chart
Coca-Cola Company (KO)	0.0	$479k	NEW	6.3k	76.05	View chart
Kenvue (KVUE)	0.0	$468k	-14%	27k	17.24	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$463k	-4%	6.7k	69.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$413k		1.4k	298.75	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$412k		9.5k	43.37	View chart
Lam Research Corp Com New (LRCX)	0.0	$405k		1.9k	213.66	View chart
Arista Networks Com Shs (ANET)	0.0	$404k		3.3k	122.78	View chart
Kla Corp Com New (KLAC)	0.0	$398k	NEW	270.00	1472.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$387k	+27%	4.9k	79.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$366k		4.9k	74.35	View chart
Bank of America Corporation (BAC)	0.0	$363k	+8%	7.5k	48.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$362k		2.4k	148.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$354k	-16%	1.6k	215.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$337k	+32%	15k	23.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$336k		3.5k	97.13	View chart
Exxon Mobil Corporation (XOM)	0.0	$333k	NEW	2.0k	169.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$330k		13k	25.10	View chart
Eaton Corp SHS (ETN)	0.0	$324k		907.00	357.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$317k	+3%	5.9k	54.05	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$315k	+4%	11k	27.85	View chart
Celsius Hldgs Com New (CELH)	0.0	$315k	-36%	8.9k	35.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$313k		6.9k	45.12	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$298k		3.6k	82.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$293k	+10%	1.5k	192.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$289k		469.00	616.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$287k	+2%	11k	25.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$285k	+5%	12k	24.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$284k	-29%	4.4k	64.07	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$271k	NEW	2.6k	106.13	View chart
Wells Fargo & Company (WFC)	0.0	$267k		3.4k	79.62	View chart
Netflix (NFLX)	0.0	$259k	-66%	2.7k	96.15	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$252k		2.8k	89.86	View chart
Merck & Co (MRK)	0.0	$246k	NEW	2.0k	120.31	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$241k		4.5k	53.99	View chart
Honeywell International (HON)	0.0	$226k	NEW	998.00	226.03	View chart
Amgen (AMGN)	0.0	$224k	NEW	635.00	352.06	View chart
Uber Technologies (UBER)	0.0	$222k	-65%	3.1k	71.93	View chart
Chevron Corporation (CVX)	0.0	$221k	NEW	1.1k	206.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$218k	NEW	4.4k	48.93	View chart
Ge Aerospace Com New (GE)	0.0	$217k		765.00	283.69	View chart
Intuitive Surgical Com New (ISRG)	0.0	$207k	-49%	449.00	460.99	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$205k	NEW	4.4k	46.80	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$205k		4.5k	45.87	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 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
Index Fund Advisors 2022 Q1 amended filed May 6, 2022

View all past filings

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