Institutional Manager · CIK 0001665097
Index Fund Advisors, Inc.
IRVINE, CA · File #028-21495
Latest AUM
$2.13B
Positions
146
Top-10 Concentration
87.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025146 pos · $2.13B
- 13F HOLDINGS REPORTQ/E Sep 2025145 pos · $2.06B
- 13F HOLDINGS REPORTQ/E Jun 2025144 pos · $1.78B
- 13F HOLDINGS REPORTQ/E Mar 202595 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Dec 2024106 pos · $1.85B
- 13F HOLDINGS REPORTQ/E Sep 2024108 pos · $1.89B
- 13F HOLDINGS REPORTQ/E Jun 202496 pos · $1.77B
- 13F HOLDINGS REPORTQ/E Mar 202496 pos · $1.81B
- 13F HOLDINGS REPORTQ/E Dec 202397 pos · $1.51B
- 13F HOLDINGS REPORTQ/E Sep 202384 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Jun 202388 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 202379 pos · $1.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V500 | 5,844,597 | $407.2M | 19.61% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 6,442,632 | $383.6M | 18.47% |
| 3 | DIMENSIONAL ETF TRUST | 25434V401 | 4,952,650 | $367.3M | 17.69% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 5,733,670 | $267.1M | 12.86% |
| 5 | DIMENSIONAL ETF TRUST | 25434V807 | 3,571,373 | $178.2M | 8.58% |
| 6 | DIMENSIONAL ETF TRUST | 25434V815 | 2,556,867 | $84.1M | 4.05% |
| 7 | DIMENSIONAL ETF TRUST | 25434V666 | 1,205,736 | $41.2M | 1.99% |
| 8 | ISHARES TR | 46436E718 | 381,204 | $38.3M | 1.84% |
| 9 | VANGUARD BD INDEX FDS | 921937835 | 482,819 | $35.8M | 1.72% |
| 10 | DIMENSIONAL ETF TRUST | 25434V658 | 856,707 | $22.6M | 1.09% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 582,980 | $22.2M | 1.07% |
| 12 | DIMENSIONAL ETF TRUST | 25434V773 | 636,492 | $21.0M | 1.01% |
| 13 | DIMENSIONAL ETF TRUST | 25434V302 | 537,666 | $17.5M | 0.84% |
| 14 | VANGUARD STAR FDS | 921909768 | 225,385 | $17.0M | 0.82% |
| 15 | VANGUARD INDEX FDS | 922908769 | 47,542 | $15.9M | 0.77% |
| 16 | DIMENSIONAL ETF TRUST | 25434V740 | 439,842 | $14.8M | 0.71% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 11,105 | $9.6M | 0.46% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 232,355 | $9.2M | 0.44% |
| 19 | ISHARES TR | 464287200 | 12,301 | $8.4M | 0.41% |
| 20 | NVIDIA CORPORATION | NVDA | 36,881 | $6.9M | 0.33% |