Index Fund Advisors, Inc.
CIK: 0001665097SEC EDGAR →
Portfolio Value
$2.1M
Holdings
146
As of
Q4 2025
New Positions
146
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 5,844,597 | $407K | 19.44% |
| 2 | DIMENSIONAL ETF TRUST | 6,442,632 | $384K | 18.31% |
| 3 | DIMENSIONAL ETF TRUST | 4,952,650 | $367K | 17.54% |
| 4 | DIMENSIONAL ETF TRUST | 5,733,670 | $267K | 12.75% |
| 5 | DIMENSIONAL ETF TRUST | 3,571,373 | $178K | 8.51% |
| 6 | DIMENSIONAL ETF TRUST | 2,556,867 | $84K | 4.01% |
| 7 | DIMENSIONAL ETF TRUST | 1,205,736 | $41K | 1.97% |
| 8 | ISHARES TR | 381,204 | $38K | 1.83% |
| 9 | VANGUARD BD INDEX FDS | 482,819 | $36K | 1.71% |
| 10 | DIMENSIONAL ETF TRUST | 856,707 | $23K | 1.08% |
Quarterly Changes
New Positions (146)
$407K · 5.8M shares
$384K · 6.4M shares
$367K · 5.0M shares
$267K · 5.7M shares
$178K · 3.6M shares
$84K · 2.6M shares
$41K · 1.2M shares
$38K · 381K shares
$36K · 483K shares
$23K · 857K shares
$22K · 583K shares
$21K · 636K shares
$18K · 538K shares
$17K · 225K shares
$16K · 48K shares
$15K · 440K shares
$9K · 232K shares
$7K · 37K shares
$7K · 29K shares
$7K · 107K shares
$7K · 77K shares
$7K · 76K shares
$6K · 31K shares
$6K · 22K shares
$5K · 21K shares
$5K · 101K shares
$4K · 118K shares
$4K · 9K shares
$4K · 17K shares
$4K · 37K shares
$3K · 66K shares
$3K · 8K shares
$3K · 21K shares
$3K · 62K shares
$3K · 29K shares
$2K · 8K shares
$2K · 11K shares
$2K · 11K shares
$2K · 27K shares
$2K · 5K shares
$2K · 36K shares
$2K · 27K shares
$2K · 10K shares
$2K · 5K shares
$1K · 8K shares
$1K · 24K shares
$1K · 3K shares
$1K · 26K shares
$1K · 25K shares
$1K · 39K shares
$1K · 17K shares
$1K · 10K shares
$1K · 14K shares
$983 · 35K shares
$895 · 24K shares
$882 · 19K shares
$877 · 84K shares
$874 · 434 shares
$872 · 5K shares
$852 · 27K shares
$826 · 12K shares
$823 · 4K shares
$777 · 4K shares
$757 · 2K shares
$748 · 2K shares
$745 · 8K shares
$730 · 6K shares
$725 · 9K shares
$701 · 17K shares
$684 · 6K shares
$643 · 14K shares
$641 · 18K shares
$636 · 9K shares
$633 · 2K shares
$630 · 7K shares
$564 · 4K shares
$559 · 24K shares
$547 · 32K shares
$538 · 8K shares
$521 · 7K shares
$502 · 887 shares
$477 · 4K shares
$474 · 7K shares
$447 · 2K shares
$446 · 14K shares
$444 · 2K shares
$436 · 3K shares
$435 · 1K shares
$432 · 2K shares
$430 · 3K shares
$406 · 8K shares
$403 · 13K shares
$401 · 10K shares
$399 · 16K shares
$394 · 6K shares
$378 · 7K shares
$355 · 4K shares
$351 · 5K shares
$350 · 2K shares
$343 · 13K shares
$341 · 19K shares
$337 · 646 shares
$332 · 3K shares
$324 · 2K shares
$323 · 7K shares
$320 · 2K shares
$313 · 3K shares
$305 · 4K shares
$303 · 6K shares
$301 · 4K shares
$295 · 11K shares
$294 · 11K shares
$289 · 909 shares
$285 · 474 shares
$280 · 4K shares
$279 · 2K shares
$278 · 891 shares
$268 · 6K shares
$266 · 1K shares
$264 · 3K shares
$262 · 11K shares
$255 · 11K shares
$253 · 1K shares
$249 · 638 shares
$241 · 7K shares
$241 · 4K shares
$235 · 4K shares
$235 · 763 shares
$227 · 1K shares
$222 · 329 shares
$220 · 3K shares
$219 · 1K shares
$217 · 489 shares
$205 · 3K shares
$204 · 4K shares
$198 · 12K shares
$9 · 11K shares
$8 · 12K shares
$4 · 6K shares
$4 · 6K shares
$2 · 4K shares
$1 · 3K shares
$1 · 1K shares
$1 · 2K shares
$1 · 805 shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $2.0M | 97.3% |
| Technology | 19 | $29K | 1.4% |
| Consumer Cyclical | 10 | $11K | 0.5% |
| Healthcare | 4 | $7K | 0.3% |
| Communication Services | 4 | $4K | 0.2% |
| Consumer Defensive | 4 | $2K | 0.1% |
| Industrials | 6 | $1K | 0.1% |
| Unknown | 3 | $876 | 0.0% |
| Basic Materials | 2 | $723 | 0.0% |
| Real Estate | 1 | $220 | 0.0% |