StockDriftsStockDriftsTop 50 Index Fund Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAS | DIMENSIONAL ETF TRUST | 19.25% | 5.89M | $484.8M | -0.22%(-13.20K) | $58.45(+43.40%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 17.56% | 6.33M | $442.4M | -0.87%(-55.36K) | $46.32(+55.75%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 16.23% | 4.99M | $408.9M | +0.76%(+37.70K) | $49.35(+71.36%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 12.64% | 5.79M | $318.4M | +0.85%(+48.79K) | $32.88(+74.56%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.7% | 3.59M | $193.9M | +1.12%(+39.59K) | $34.08(+69.90%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.38% | 2.84M | $110.3M | +2.98%(+82.30K) | $28.09(+44.16%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.27% | 1.45M | $57.2M | +5.68%(+77.69K) | $29.16(+43.79%) | 2026-06-30 | |
| SGOV | ISHARES TR | 1.71% | 428.5K | $43.1M | +9.93%(+38.72K) | $100.69(-0.17%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.52% | 520.0K | $38.2M | +8.95%(+42.72K) | $77.18(-6.35%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.06% | 604.3K | $26.8M | +6.56%(+37.19K) | $37.19(+23.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.89% | +55.65% | — | — | +45.13% |
| Top 20 Holdings Unweighted | +15.53% | +54.20% | — | — | +36.70% |
Index Fund Advisors INC reports $2.52B in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are DFAS (19.3%), DFAT (17.6%) and DFUS (16.2%). The top 20 holdings account for 91.94% of reported assets. Its disclosed equity book has returned +55.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Index Fund Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665097). View Index Fund Advisors INC’s 13F filings on SEC