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Index Fund Advisors

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

Top 5 stock holdings are DFAS, DFAT, DFUS, DFUV, DFIV, and represent 87.99% of Index Fund Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSV (+$13M), DFLV (+$8.4M), DFGR (+$8.1M), DFIS, DISV, DFAE, DFAS, DFEV, AVGE, BND.
Started 15 new stock positions in PPG, USAS, MREO, ILCB, FNB, SCHB, SCHX, ANET, BK, ETN. RSP, VGSR, BNDX, DUHP, VGT.
Reduced shares in these 10 stocks: DFAT (-$12M), DFUV (-$9.8M), J, DFIV, DFUS, AAPL, GOOG, SPY, , BIV.
Sold out of its positions in AXP, BAC, CVX, CTAS, COP, DHR, HD, INTC, J, MLM. PEP, ROK, ROP, SCHE, TMO, ALC.
Index Fund Advisors was a net buyer of stock by $22M.
Index Fund Advisors has $1.8B in assets under management (AUM), dropping by 20.28%.
Central Index Key (CIK): 0001665097

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Portfolio Holdings for Index Fund Advisors

Index Fund Advisors holds 96 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	23.4	$424M		6.8M	62.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	23.2	$421M	-2%	7.7M	54.43	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	18.9	$342M		6.0M	56.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	15.1	$274M	-3%	6.7M	40.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.4	$134M		3.6M	36.75	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$43M	+43%	1.4M	30.10	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.1	$21M	+68%	688k	29.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$20M	+6%	278k	72.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$14M	+142%	536k	25.53	View chart
Apple (AAPL)	0.6	$10M	-5%	60k	171.48	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$8.6M	+76%	345k	25.06	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$8.1M	+53%	297k	27.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$7.8M	+53%	314k	24.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$6.0M		11k	525.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.9M		22k	228.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$4.6M	+73%	176k	25.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$4.1M		16k	259.89	View chart
Sunstone Hotel Investors (SHO)	0.2	$3.9M		347k	11.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.8M		20k	191.88	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$3.7M	+56%	53k	69.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.4M		106k	31.95	View chart
Amazon (AMZN)	0.1	$2.6M	+4%	14k	180.38	View chart
Microsoft Corporation (MSFT)	0.1	$2.4M	+2%	5.8k	420.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.2M		8.8k	249.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M		13k	155.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.0M	-19%	3.7k	523.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.9M	+100%	3.9k	480.74	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.8M	+101%	44k	41.25	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.6M		12k	131.24	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.6M		32k	50.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	-5%	9.5k	162.86	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.2M	+164%	53k	23.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-9%	11k	110.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	-2%	10k	115.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.0M		22k	47.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$971k	NEW	1.9k	524.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$965k	+2%	17k	58.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$913k	-4%	8.3k	110.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$857k		17k	49.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$822k	+5%	2.0k	420.52	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$808k		23k	35.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$776k	-29%	10k	75.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$756k		8.7k	86.48	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$731k	+2%	26k	28.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$705k	+5%	6.9k	102.76	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$664k	+3%	14k	46.28	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$634k		1.00	634440.00	View chart
Charles Schwab Corporation (SCHW)	0.0	$630k	+20%	8.7k	72.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$623k		9.8k	63.33	View chart
NVIDIA Corporation (NVDA)	0.0	$615k	-17%	681.00	903.10	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$611k	-8%	12k	51.60	View chart
Ishares Tr International Sl (ISCF)	0.0	$602k		18k	32.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$554k	-11%	3.7k	150.93	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$540k	+2%	9.7k	55.80	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.0	$516k	+3%	19k	27.76	View chart
Eli Lilly & Co. (LLY)	0.0	$511k	-8%	657.00	777.71	View chart
JPMorgan Chase & Co. (JPM)	0.0	$496k	-25%	2.5k	200.30	View chart
F.N.B. Corporation (FNB)	0.0	$491k	NEW	35k	14.10	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$486k	NEW	50k	9.80	View chart
Meta Platforms Cl A (META)	0.0	$470k		967.00	485.67	View chart
Tesla Motors (TSLA)	0.0	$466k	+100%	2.6k	175.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$461k	-11%	1.0k	444.11	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$459k	NEW	15k	31.61	View chart
Oracle Corporation (ORCL)	0.0	$456k	-8%	3.6k	125.61	View chart
Exxon Mobil Corporation (XOM)	0.0	$431k	+18%	3.7k	116.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$406k		5.1k	79.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$402k	-54%	2.6k	152.29	View chart
Visa Com Cl A (V)	0.0	$396k	-36%	1.4k	279.08	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$394k		6.7k	58.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$364k	NEW	7.4k	49.19	View chart
UnitedHealth (UNH)	0.0	$345k	-10%	697.00	494.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$331k	+12%	3.5k	93.71	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$327k		6.0k	54.40	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$313k		9.5k	32.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$312k	+27%	4.7k	65.86	View chart
Bank of New York Mellon Corporation (BK)	0.0	$290k	NEW	5.0k	57.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$284k	NEW	4.6k	61.05	View chart
Amgen (AMGN)	0.0	$282k	+25%	990.00	284.32	View chart
Union Pacific Corporation (UNP)	0.0	$274k	-53%	1.1k	245.94	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$274k		4.1k	67.38	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$271k	+10%	5.2k	52.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$250k		3.3k	76.68	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$249k		6.8k	36.54	View chart
Honeywell International (HON)	0.0	$249k		1.2k	205.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$246k	-45%	6.3k	39.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$243k	NEW	3.9k	62.06	View chart
Arista Networks (ANET)	0.0	$238k	NEW	820.00	289.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$231k	-39%	5.0k	46.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$219k	NEW	1.3k	169.37	View chart
PPG Industries (PPG)	0.0	$217k	NEW	1.5k	144.88	View chart
Eaton Corp SHS (ETN)	0.0	$203k	NEW	650.00	312.68	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$203k	NEW	2.8k	72.47	View chart
Provident Financial Services (PFS)	0.0	$171k		12k	14.57	View chart
Sprinklr Cl A (CXM)	0.0	$137k		11k	12.27	View chart
Mereo Biopharma Group Spon Ads (MREO)	0.0	$99k	NEW	30k	3.30	View chart
Americas Gold And Silver Cor (USAS)	0.0	$2.2k	NEW	10k	0.22	View chart

Past Filings by Index Fund Advisors

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

Index Fund Advisors 2024 Q1 filed May 13, 2024
Index Fund Advisors 2023 Q3 filed Oct. 20, 2023
Index Fund Advisors 2023 Q2 filed Aug. 10, 2023
Index Fund Advisors 2023 Q1 filed April 21, 2023
Index Fund Advisors 2022 Q4 filed Jan. 23, 2023
Index Fund Advisors 2022 Q3 filed Oct. 27, 2022
Index Fund Advisors 2022 Q2 filed July 27, 2022
Index Fund Advisors 2022 Q1 amended filed May 6, 2022
Index Fund Advisors 2022 Q1 filed April 25, 2022
Index Fund Advisors 2021 Q4 filed Jan. 26, 2022

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