§ 13F · FUND PROFILE
Index Fund Advisors, Inc..
Institutional filer · behavioral pattern: Passive / Index. Summary pending.
AUM · $2.1B (13F)Positions · 145Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | 5.90M | $420M | 18.9% | +1% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 6.38M | $399M | 17.9% | −1% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 4.95M | $351M | 15.8% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 5.74M | $278M | 12.5% | ±0% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 3.55M | $187M | 8.4% | −1% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 2.76M | $97M | 4.4% | +8% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 1.37M | $49M | 2.2% | +13% |
| 8 | SGOV | ISHARES TR | 390K | $39M | 1.8% | +2% |
| 9 | BND | VANGUARD BD INDEX FDS | 477K | $35M | 1.6% | −1% |
| 10 | DISV | DIMENSIONAL ETF TRUST | 625K | $25M | 1.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEX SIGNAL
AC read
Index Fund Advisors, Inc. is a Passive / Index fund managing $2.1 billion in assets. The fund runs a portfolio of 145 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed