Index Fund Advisors, Inc.

CIK: 0001665097Latest portfolio: $2.1B · Q4 2025

Holdings

146

Total Value

$2.1B

New Positions

146

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
DFASDIMENSIONAL ETF TRUST
5,844,597$407.2M19.11%NEW
2
DFATDIMENSIONAL ETF TRUST
6,442,632$383.6M18.00%NEW
3
DFUSDIMENSIONAL ETF TRUST
4,952,650$367.3M17.24%NEW
4
DFUVDIMENSIONAL ETF TRUST
5,733,670$267.1M12.54%NEW
5
DFIVDIMENSIONAL ETF TRUST
3,571,373$178.2M8.36%NEW
6
DFSVDIMENSIONAL ETF TRUST
2,556,867$84.1M3.95%NEW
7
DFLVDIMENSIONAL ETF TRUST
1,205,736$41.2M1.94%NEW
8
SGOVISHARES TR
381,204$38.3M1.80%NEW
9
BNDVANGUARD BD INDEX FDS
482,819$35.8M1.68%NEW
10
DFGRDIMENSIONAL ETF TRUST
856,707$22.6M1.06%NEW
11
DISVDIMENSIONAL ETF TRUST
582,980$22.2M1.04%NEW
12
DFISDIMENSIONAL ETF TRUST
636,492$21.0M0.98%NEW
13
DFAEDIMENSIONAL ETF TRUST
537,666$17.5M0.82%NEW
14
VXUSVANGUARD STAR FDS
225,385$17.0M0.80%NEW
15
VTIVANGUARD INDEX FDS
47,542$15.9M0.75%NEW
16
DFEVDIMENSIONAL ETF TRUST
439,842$14.8M0.70%NEW
17
COSTCOSTCO WHSL CORP NEW
11,105$9.6M0.45%NEW
18
DFACDIMENSIONAL ETF TRUST
232,355$9.2M0.43%NEW
19
IVVISHARES TR
12,301$8.4M0.40%NEW
20
NVDANVIDIA CORPORATION
36,881$6.9M0.32%NEW
21
AMZNAMAZON COM INC
29,131$6.7M0.32%NEW
22
AVEEAMERICAN CENTY ETF TR
107,357$6.7M0.31%NEW
23
GDXVANECK ETF TRUST
77,234$6.6M0.31%NEW
24
AVGEAMERICAN CENTY ETF TR
76,081$6.5M0.31%NEW
25
JNJJOHNSON & JOHNSON
31,178$6.5M0.30%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.878593443982866e+53T)
Consumer Cyclical0.0% ($6.724138374840335e+22T)
Industrials0.0% ($289280253.2T)
Communication Services0.0% ($408815.7T)
Healthcare0.0% ($64521.3T)
Consumer Defensive0.0% ($9576.7T)
Unknown0.0% ($10.9T)
Basic Materials0.0% ($444.3M)
Real Estate0.0% ($220K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$2.1B146
Q3 2025Oct 22, 2025$2.1T0
Q2 2025Jul 25, 2025$1.8T144
Q1 2025Apr 30, 2025$1.6T95
Q4 2024Jan 29, 2025$1850.1T106
Q3 2024Oct 22, 2024$1886.8T108
Q2 2024Aug 2, 2024$1768.6T96
Q1 2024May 13, 2024$1811.2T96
Q4 2023Feb 14, 2024$1702.7T90
Q3 2023Oct 20, 2023$1505.8T97
Q2 2023Aug 10, 2023$1528.6T84
Q1 2023Apr 21, 2023$1463.7T88
Q4 2022Jan 23, 2023$1.4T79
Q3 2022Oct 27, 2022$1.3T88
Q2 2022Jul 27, 2022$1.3T90
Q1 2022Apr 25, 2022$124.4B89
Q4 2021Jan 26, 2022$1.4T98

Fund Information

CIK0001665097
Most Recent FilingJan 29, 2026
Number of Filings17

Index Fund Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 146 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAS), representing 19.1% of the portfolio. Compared to the previous quarter, the fund opened 146 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.