Index Fund Advisors, Inc.
CIK 0001665097 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
DFAS
DIMENSIONAL ETF TRUST
19.2%
DFAT
DIMENSIONAL ETF TRUST
17.6%
DFUS
DIMENSIONAL ETF TRUST
16.2%
DFUV
DIMENSIONAL ETF TRUST
12.6%
DFIV
DIMENSIONAL ETF TRUST
7.7%
DFSV
DIMENSIONAL ETF TRUST
4.4%
DFLV
DIMENSIONAL ETF TRUST
2.3%
SGOV
ISHARES TR
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.