Index Fund Advisors, Inc.

CIK 0001665097 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Index Fund Advisors, Inc. reported 135 positions worth $2.52B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DFAS (19.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.52B
2026 Q2
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.3%
Est. Net Flow (Q)
2026 Q2
10 / 135 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFASDIMENSIONAL ETF TRUSTSH$484.8M19.25%5,887,790
2DFATDIMENSIONAL ETF TRUSTSH$442.4M17.56%6,328,437
3DFUSDIMENSIONAL ETF TRUSTSH$408.9M16.23%4,989,844
4DFUVDIMENSIONAL ETF TRUSTSH$318.4M12.64%5,787,541
5DFIVDIMENSIONAL ETF TRUSTSH$193.9M7.70%3,590,153
6DFSVDIMENSIONAL ETF TRUSTSH$110.3M4.38%2,844,072
7DFLVDIMENSIONAL ETF TRUSTSH$57.2M2.27%1,446,042
8SGOVISHARES TRSH$43.1M1.71%428,528
9BNDVANGUARD BD INDEX FDSSH$38.2M1.52%519,959
10DFACDIMENSIONAL ETF TRUSTSH$26.8M1.06%604,324

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Index Fund Advisors, Inc. hold as of Q2 2026?

Index Fund Advisors, Inc. reported 135 positions worth $2.52B in its Q2 2026 13F filing. Largest positions: DFAS (19.2%), DFAT (17.6%), DFUS (16.2%), DFUV (12.6%) and DFIV (7.7%).

What did Index Fund Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Index Fund Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.