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  Name: Index Fund Advisors Inc.
  City: IRVINE
  State: CA
  Zip: 92612
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,811,182,000
  Total Value Change : $108,476,000
  Securities Held Change : 6
   
All Securities Held : 96
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 48
  Unchanged Positions : 15
  Decreased Positions : 25

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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHO)1 Year Chart         SHO Sunstone Hotel Investors Inc 18 - $10.41 $3,860,000 346,482 0.21% 142,000 0 0.154    Gambling/Resorts
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 29 - $132.46 $1,607,000 12,241 0.09% 77,000 0 0.008    Closed - End Fund - E...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 47 - $629,375.00 $634,000 1 0.04% 91,000 0 0    Property & Casualty I...
   (FB)1 Year Chart         FB Meta Platforms Inc 60 - $471.91 $470,000 967 0.03% 128,000 0 0    Internet Service Prov...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 66 - $81.64 $406,000 5,084 0.02% 23,000 0 0.001    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 68 - $280.10 $396,000 1,420 0.02% 26,000 0 0    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 71 - $524.63 $345,000 697 0.02% -22,000 0 0    Health Care Plans
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 73 - $0.00 $327,000 6,003 0.02% 14,000 0 0    Closed - End Fund - E...
   (PDN)1 Year Chart         PDN Invesco Ftse Rafi Developed... 74 - $33.65 $313,000 9,506 0.02% 4,000 0 0.009    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 77 - $61.60 $284,000 4,647 0.02% 25,000 0 0.002    Closed - End Fund - Debt
   (AMGN)1 Year Chart         AMGN Amgen Inc 78 - $312.47 $281,000 990 0.02% -4,000 0 0    Biotechnology
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 84 - $0.00 $249,000 6,816 0.01% 22,000 0 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 89 - $168.04 $218,000 1,290 0.01% 14,000 0 0    Closed - End Fund - E...
   (PFS)1 Year Chart         PFS Provident Financial Service... 93 - $16.18 $171,000 11,747 0.01% -41,000 0 0.015    Savings & Loans
   (CXM)1 Year Chart         CXM Sprinklr, Inc. 94 - $12.51 $137,000 11,163 0.01% 3,000 0 0.007    N/A

      15 Records Found
  1    
Page 1 of 1
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