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Index Fund Advisors, Inc.

Portfolio Manager
Index Fund Advisors, Inc.
Performance
+2.94% (2025 Q4)
AUM (13F)
$2.22B
# of Holdings
127
Performance Rank
Allocation (Top 20)
92.09%

Index Fund Advisors, Inc. Holdings Map

Top 50 Index Fund Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAS
DIMENSIONAL ETF TRUST
18.89%5.90M$419.7M
+0.96%(+56.39K)
2025-Q1: 5.85M shares2025-Q2: 5.83M shares2025-Q3: 5.86M shares2025-Q4: 5.84M shares2026-Q1: 5.90M shares
$58.45(+31.58%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
17.94%6.38M$398.7M
-0.91%(-58.83K)
2025-Q1: 6.31M shares2025-Q2: 6.17M shares2025-Q3: 6.52M shares2025-Q4: 6.44M shares2026-Q1: 6.38M shares
$46.32(+43.03%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
15.8%4.95M$351.2M
-0.01%(-507)
2025-Q1: 5.16M shares2025-Q2: 5.05M shares2025-Q3: 4.99M shares2025-Q4: 4.95M shares2026-Q1: 4.95M shares
$49.15(+65.54%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
12.51%5.74M$278.1M
+0.09%(+5.08K)
2025-Q1: 5.41M shares2025-Q2: 5.27M shares2025-Q3: 5.83M shares2025-Q4: 5.73M shares2026-Q1: 5.74M shares
$32.73(+61.37%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
8.43%3.55M$187.4M
-0.58%(-20.81K)
2025-Q1: 3.19M shares2025-Q2: 3.16M shares2025-Q3: 3.63M shares2025-Q4: 3.57M shares2026-Q1: 3.55M shares
$33.88(+63.98%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
4.35%2.76M$96.8M
+8.01%(+204.91K)
2025-Q1: 1.96M shares2025-Q2: 2.19M shares2025-Q3: 2.43M shares2025-Q4: 2.56M shares2026-Q1: 2.76M shares
$27.83(+32.78%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
2.2%1.37M$48.9M
+13.49%(+162.61K)
2025-Q1: 981.2K shares2025-Q2: 1.07M shares2025-Q3: 1.14M shares2025-Q4: 1.21M shares2026-Q1: 1.37M shares
$28.70(+33.87%)
2026-03-31
SGOV
ISHARES TR
1.77%389.8K$39.2M
+2.26%(+8.61K)
2025-Q1: 2.5K shares2025-Q2: 2.5K shares2025-Q3: 389.8K shares2025-Q4: 381.2K shares2026-Q1: 389.8K shares
$100.69(-0.17%)
2026-03-31
BND
VANGUARD BD INDEX FDS
1.58%477.2K$35.1M
-1.16%(-5.58K)
2025-Q1: 445.0K shares2025-Q2: 445.7K shares2025-Q3: 474.0K shares2025-Q4: 482.8K shares2026-Q1: 477.2K shares
$77.52(-5.62%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
1.11%625.1K$24.7M
+7.22%(+42.12K)
2025-Q1: 494.0K shares2025-Q2: 504.6K shares2025-Q3: 556.9K shares2025-Q4: 583.0K shares2026-Q1: 625.1K shares
$27.62(+53.39%)
2026-03-31

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