Index Fund Advisors

Latest statistics and disclosures from Index Fund Advisors's latest quarterly 13F-HR filing:

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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 79 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 25.3 $360M -2% 8.2M 43.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 24.5 $349M 6.8M 51.15
Dimensional Etf Trust Us Equity Etf (DFUS) 17.6 $250M 6.0M 41.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.0 $242M 7.2M 33.48
Dimensional Etf Trust Internatnal Val (DFIV) 7.8 $112M +11% 3.7M 30.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $20M +4% 271k 71.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $15M +58% 587k 24.77
Apple (AAPL) 0.6 $7.9M -34% 61k 129.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $5.0M 26k 191.18
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.3M 11k 384.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.1M 22k 183.54
Sunstone Hotel Investors (SHO) 0.2 $3.3M 339k 9.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.2M 20k 158.81
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.9M NEW 24k 125.11

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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $2.4M +12% 98k 24.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M +3% 6.1k 382.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.3M 51k 45.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.9M -7% 9.4k 203.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.9M +127% 14k 135.22
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 10k 140.39
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.3M +151% 34k 38.89
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M NEW 8.4k 151.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M -3% 17k 75.18
Jacobs Engineering Group (J) 0.1 $1.2M 10k 120.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.2M 10k 114.88
Microsoft Corporation (MSFT) 0.1 $1.2M -46% 4.9k 239.72
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 12k 94.61
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $987k 21k 48.26
Amazon (AMZN) 0.1 $961k -47% 11k 84.00
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $936k NEW 20k 46.11
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $871k 10k 84.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $802k 2.3k 351.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $790k 16k 50.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $747k 8.7k 86.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $729k NEW 23k 31.45
Ishares Core Msci Emkt (IEMG) 0.1 $718k +66% 15k 46.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $659k 16k 40.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $659k -6% 8.0k 82.44
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $629k NEW 27k 23.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $617k 11k 56.48
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $595k 13k 45.88
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $592k -10% 15k 40.96
Ishares Tr Msci Intl Sml Cp (ISCF) 0.0 $586k NEW 20k 30.00
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $576k NEW 26k 22.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $556k -44% 1.8k 308.89
Charles Schwab Corporation (SCHW) 0.0 $488k +11% 5.9k 83.23
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $486k NEW 9.9k 48.92
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $482k +7% 19k 24.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $469k 1.00 469000.00
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $455k NEW 21k 21.50
Alphabet Cap Stk Cl A (GOOGL) 0.0 $451k -29% 5.1k 88.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $431k 9.6k 44.84
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $423k 4.6k 91.30
UnitedHealth (UNH) 0.0 $420k 792.00 530.30
American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $388k NEW 7.0k 55.52
Dimensional Etf Trust Global Real Est 0.0 $386k NEW 16k 24.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $383k 12k 32.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $380k 8.3k 45.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $367k -5% 8.7k 41.95
Exxon Mobil Corporation (XOM) 0.0 $348k -23% 3.2k 110.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $331k -20% 5.0k 65.64
Oracle Corporation (ORCL) 0.0 $325k -33% 4.0k 81.76
JPMorgan Chase & Co. (JPM) 0.0 $325k -44% 2.4k 134.13
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $322k 6.7k 48.28
Visa Com Cl A (V) 0.0 $318k -62% 1.5k 207.57
Ishares Tr Eafe Value Etf (EFV) 0.0 $287k +5% 6.2k 45.94
PPG Industries (PPG) 0.0 $286k -7% 2.3k 125.94
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $282k 9.5k 29.67
Alphabet Cap Stk Cl C (GOOG) 0.0 $272k -57% 3.1k 88.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $267k -7% 1.0k 266.47
Provident Financial Services (PFS) 0.0 $251k -26% 12k 21.37
Direxion Shs Etf Tr Dly Semicndtr Br (SOXS) 0.0 $245k NEW 6.2k 39.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $244k -13% 3.2k 75.42
Eli Lilly & Co. (LLY) 0.0 $235k -38% 642.00 366.04
Union Pacific Corporation (UNP) 0.0 $227k -18% 1.1k 207.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $220k +2% 9.3k 23.68
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $217k NEW 9.6k 22.65
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $203k NEW 9.2k 22.00
Sprinklr Cl A (CXM) 0.0 $91k 11k 8.15

Past Filings by Index Fund Advisors

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