Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Index Fund Advisors Inc.
  City: IRVINE
  State: CA
  Zip: 92612
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $1,616,827,000
  Total Value Change : $-233,312,000
  Securities Held Change : -11
   
All Securities Held : 95
  New Positions : 7
  Closed Positions : 19
  Increased Positions : 25
  Unchanged Positions : 9
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 1 - $66.18 $349,593,000 5,850,934 21.62% -76,265,000 -692,676 0.65    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 2 - $56.63 $325,020,000 6,312,286 20.1% -75,525,000 -884,000 0.701    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 3 - $67.97 $312,134,000 5,160,953 19.31% -57,841,000 -642,577 0.573    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 4 - $43.19 $222,911,000 5,409,149 13.79% -29,172,000 -751,237 0.601    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 5 - $43.52 $125,640,000 3,192,081 7.77% -2,740,000 -426,294 0.355    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 6 - $0.00 $55,094,000 1,957,175 3.41% -3,135,000 65,409 0.435    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 7 - $73.10 $32,684,000 444,984 2.02% 17,408,000 232,553 0.01    Closed - End Fund - E...
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 8 - $0.00 $29,994,000 981,161 1.86% 2,383,000 61,698 1.09    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 9 - $0.00 $18,766,000 714,640 1.16% 412,000 -3,996 0.794    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 10 - $0.00 $15,124,000 585,286 0.94% 1,131,000 15,404 0.65    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 11 New $69.48 $14,982,000 241,260 0.93% 14,982,000 241,260 0.042    Closed - End Fund - E...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 12 - $0.00 $14,386,000 494,030 0.89% 1,930,000 25,231 0.549    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 13 - $0.00 $12,554,000 484,898 0.78% 542,000 11,428 0.081    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 14 - $0.00 $9,014,000 333,225 0.56% 860,000 22,107 0.37    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 15 - $628.85 $6,062,000 10,789 0.37% -325,000 -60 0    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 16 - $244.80 $4,734,000 21,347 0.29% -502,000 -445 0.011    Closed - End Fund - E...
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 17 - $0.00 $4,534,000 63,686 0.28% -305,000 -3,177 2.895    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 18 - $212.41 $3,461,000 15,581 0.21% -11,949,000 -45,957 0    Personal Computers
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 19 - $308.32 $3,452,000 12,560 0.21% -154,000 117 0.001    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 20 - $36.61 $3,408,000 103,299 0.21% -417,000 -7,276 0.011    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 21 - $202.97 $3,383,000 18,159 0.21% -491,000 -1,390 0.015    Closed - End Fund - E...
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 22 - $0.00 $2,404,000 58,090 0.15% 66,000 454 0.045    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 23 - $284.11 $2,300,000 8,892 0.14% -40,000 34 0.004    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 24 - $575.29 $2,287,000 4,449 0.14% -217,000 -199 0    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 25 - $168.30 $1,849,000 11,520 0.11% -294,000 -1,725 0.013    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 26 - $139.66 $1,661,000 12,241 0.1% 44,000 0 0.008    Closed - End Fund - E...
   (AVEE)1 Year Chart         AVEE Avantis Emerging Markets Sm... 27 - $0.00 $1,657,000 31,549 0.1% 1,364,000 26,057 0.351    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 28 - $625.82 $1,583,000 2,829 0.1% -62,000 23 0    Closed - End Fund - E...
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 29 - $0.00 $1,536,000 46,349 0.1% 603,000 18,751 0.003    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 30 - $501.48 $1,416,000 3,771 0.09% -1,040,000 -2,056 0    Application Software
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 31 - $53.30 $1,397,000 27,358 0.09% -222,000 -4,296 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 32 - $179.40 $1,356,000 7,852 0.08% -107,000 -791 0.001    Closed - End Fund - E...
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 33 - $0.00 $1,347,000 28,339 0.08% -87,000 -2,241 0.031    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 34 - $222.26 $1,297,000 6,819 0.08% -1,951,000 -7,985 0    Internet Software & S...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 35 - $137.00 $1,223,000 10,020 0.08% -66,000 0 0.003    Closed - End Fund - E...
   (SPHY)1 Year Chart         SPHY Spdr Bofa Merrill Lynch Cro... 36 - $23.71 $1,097,000 46,822 0.07% -1,045,000 -44,426 0.005    N/A
   (META)1 Year Chart         META Meta Platforms Inc 37 - $727.24 $1,083,000 1,880 0.07% -292,000 -468 0    Internet Service Prov...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 38 - $114.07 $1,073,000 10,261 0.07% -267,000 -1,373 0.002    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 39 - $57.31 $1,038,000 17,111 0.06% 72,000 279 0.003    Closed - End Fund - F...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 40 - $478.27 $996,000 1,870 0.06% 22,000 -278 0    Property & Casualty I...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 41 - $674.58 $909,000 1,675 0.06% -257,000 -200 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 42 - $89.75 $867,000 9,578 0.05% 41,000 306 0.003    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 43 - $26.23 $801,000 34,185 0.05% -89,000 -245 0.002    Closed - End Fund - Debt
   (DUSB)1 Year Chart         DUSB Dimensional Ultrashort Fixe... 45 - $0.00 $748,000 14,745 0.05% -64,000 -1,315 0    N/A
   (VGSR)1 Year Chart         VGSR Vert Global Sustainable Rea... 44 - $0.00 $748,000 73,770 0.05% -25,000 -2,578 0.246    N/A
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 46 - $43.02 $703,000 19,589 0.04% -83,000 -3,318 0.019    Closed - End Fund - E...
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... 47 - $33.28 $702,000 23,150 0.04% -32,000 -3,925 0.01    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 48 - $555.45 $646,000 1,377 0.04% -58,000 0 0    Closed - End Fund - Debt
   (ISCF)1 Year Chart         ISCF Ishares Edge Msci Multifact... 49 - $0.00 $596,000 17,682 0.04% -28,000 -1,636 0.02    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 50 - $164.10 $553,000 5,106 0.03% 15,000 1,099 0    Semiconductor - Speci...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 51 - $60.23 $541,000 10,024 0.03% -19,000 -700 0    N/A
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 52 - $33.40 $534,000 17,341 0.03% -25,000 -1,913 0.002    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 53 - $73.28 $533,000 8,392 0.03% 33,000 158 0.005    Closed - End Fund - E...
   (STT)1 Year Chart         STT State Street Corp 54 New $110.21 $505,000 5,641 0.03% 505,000 5,641 0.002    Asset Management
   (EWX)1 Year Chart         EWX Spdr Index Shares Fu 55 - $62.55 $478,000 8,436 0.03% -103,000 -1,481 0.067    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 56 - $89.81 $407,000 4,974 0.03% 31,000 0 0.001    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 57 - $104.96 $404,000 4,140 0.02% -44,000 13 0.005    Closed - End Fund - E...
   (EEMS)1 Year Chart         EEMS Ishares Msci Emerging Marke... 58 - $62.36 $399,000 7,178 0.02% 10,000 480 0.016    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 59 - $790.65 $387,000 469 0.02% -111,000 -176 0    Drug Manufacturers - ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 60 - $207.25 $382,000 1,968 0.02% -9,000 -30 0.001    Closed - End Fund - Debt
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 61 - $177.62 $374,000 2,420 0.02% -292,000 -1,100 0    Search Engines & Info...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 62 - $288.19 $371,000 1,511 0.02% -319,000 -1,368 0    Domestic Money Center...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 63 New $288.60 $355,000 1,380 0.02% 355,000 1,380 0.001    Closed - End Fund - E...
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 64 - $0.00 $348,000 12,904 0.02% 141,000 4,694 0.001    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 65 - $135.71 $325,000 2,523 0.02% -5,000 -61 0.001    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 66 - $24.16 $322,000 14,962 0.02% -40,000 -985 0.008    Closed - End Fund - Debt
   (PDN)1 Year Chart         PDN Invesco Ftse Rafi Developed... 67 - $39.32 $318,000 9,506 0.02% 17,000 0 0.009    Closed - End Fund - Debt
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 68 - $49.66 $316,000 6,989 0.02% 5,000 -67 0    Closed - End Fund - E...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 69 New $968.09 $307,000 385 0.02% 307,000 385 0    Information Technolog...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 70 - $0.00 $302,000 5,128 0.02% 33,000 0 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 71 - $177.81 $284,000 1,094 0.02% -229,000 -175 0    Auto Manufacturers
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 72 - $157.69 $282,000 1,703 0.02% 36,000 1 0    Drug Manufacturers - ...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 73 - $0.00 $272,000 7,063 0.02% -10,000 110 0.001    N/A
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 74 New $58.49 $269,000 4,591 0.02% 269,000 4,591 0.001    Closed - End Fund - Debt
   (GOOG)1 Year Chart         GOOG Alphabet Inc 75 - $178.70 $263,000 1,680 0.02% -289,000 -1,220 0    Search Engines & Info...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 76 - $25.04 $256,000 10,842 0.02% -33,000 -1,364 0.002    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 77 - $78.27 $256,000 3,274 0.02% 3,000 5 0    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 78 - $106.29 $254,000 3,280 0.02% -109,000 0 0.001    Diversified Computer ...
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 79 - $421.74 $253,000 879 0.02% -5,000 -12 0    Business Software & S...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 80 - $275.40 $252,000 1,507 0.02% -100,000 -10 0    Semiconductor- Broad...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 82 - $584.40 $250,000 469 0.02% -36,000 -34 0    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 81 - $78.68 $250,000 3,561 0.02% 24,000 5 0.003    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 83 New $0.00 $247,000 2,451 0.02% 247,000 2,451 0.003    N/A
   (AVSF)1 Year Chart         AVSF Avantis Shortterm Fixed Inc... 84 - $0.00 $244,000 5,219 0.02% -31,000 -739 0.058    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 86 - $0.00 $243,000 3,491 0.02% -108,000 -1,902 0    N/A
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 85 - $0.00 $243,000 4,543 0.02% -10,000 -255 0.007    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 87 - $24.78 $242,000 10,948 0.01% -101,000 -3,832 0    Closed - End Fund - Debt
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 88 New $79.12 $238,000 3,014 0.01% 238,000 3,014 0.001    N/A
   (PGR)1 Year Chart         PGR Progressive Corp 89 - $249.38 $232,000 818 0.01% 232,000 818 0    Property & Casualty I...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 90 - $195.00 $227,000 1,082 0.01% -23,000 -322 0    Drug Manufacturers - ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 91 - $372.63 $221,000 447 0.01% -12,000 0 0    Medical Appliances & ...
   (JKD)1 Year Chart         JKD iShares Trust - Large Core ... 92 - $86.81 $216,000 2,800 0.01% -11,000 0 0.007    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 93 - $22.24 $213,000 10,767 0.01% -3,000 -922 0.001    Closed - End Fund - Debt
   (HON)1 Year Chart         HON Honeywell International Inc 94 - $236.77 $207,000 977 0.01% -67,000 -236 0    Conglomerates
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 95 - $23.07 $202,000 8,743 0.01% -25,000 -1,245 0.006    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 111 Closed $0.00 $0 0 0% -256,000 -3,833 0    N/A
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 98 Closed $302.90 $0 0 0% -205,000 -744 0    Business Services
   (UNP)1 Year Chart         UNP Union Pacific Corp 104 Closed $237.00 $0 0 0% -260,000 -1,139 0    Railroads
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 110 Closed $95.81 $0 0 0% -492,000 -5,099 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc 97 Closed $300.37 $0 0 0% -206,000 -790 0    Biotechnology

      100 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results