IF

Index Fund Advisors, Inc.

13F
Index Fund Advisors, Inc.
Last update 2025-04-30 95 Stocks (8 new)
Value $1.62 Bil Turnover 3 %
Countries:
Top Holdings: DFAS(21.62%)DFAT(20.10%)DFUS(19.31%)DFUV(13.79%)DFIV(7.77%)
Summary Stock Picks Current Portfolio
Index Fund Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAS
Dimensional U.S. Small Cap ETF
5,850,934
349,593.3
-10.59%
21.620
-2.44%
3.710
+16.49%
+1.71%
10,558.0
 
DFAT
Dimensional U.S. Targeted Value ETF
6,312,286
325,019.6
-12.28%
20.100
-2.66%
3.210
+16.94%
+2.01%
11,144.8
 
DFUS
Dimensional U.S. Equity Market ETF
5,160,953
312,134.4
-11.07%
19.310
-2.21%
2.290
+17.40%
+7.12%
15,751.1
 
DFUV
Dimensional US Marketwide Value ETF
5,409,149
222,911.0
-12.19%
13.790
-1.66%
1.990
+10.42%
+6.47%
11,820.2
 
DFIV
Dimensional International Value ETF
3,192,081
125,640.3
-11.78%
7.770
-0.82%
1.180
+14.68%
+24.56%
12,240.9
 
DFSV
Dimensional US Small Cap Value ETF
1,957,175
55,094.5
+3.46%
3.410
+0.11%
1.230
+18.21%
+1.01%
4,909.8
 
BND
Vanguard Total Bond Market ETF
444,984
32,684.1
+109.47%
2.020
+1.06%
0.030
+0.05%
+3.60%
126,370.7
 
DFLV
Dimensional US Large Cap Value ETF
981,161
29,994.1
+6.71%
1.860
+0.12%
0.880
+8.96%
+6.50%
3,710.5
 
DFGR
Dimensional Global Real Estate ETF
714,640
18,766.4
-0.56%
1.160
-0.01%
0.790
+5.38%
+6.86%
2,542.3
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
585,286
15,123.8
+2.70%
0.940
+0.02%
0.580
+19.59%
+24.18%
2,862.0
 

Index Fund Advisors, Inc.'s Historical Top Holdings Breakdowns

Index Fund Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Reduce
Reduce
-2.66%
●
50.44 ($55.03) 58.1
$56.35
2.40%
Reduce -12.28%
6,312,286
-884,000
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Reduce
Reduce
-2.44%
●
58.81 ($64.31) 68.2
$65.87
2.43%
Reduce -10.59%
5,850,934
-692,676
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Reduce
Reduce
-2.21%
●
59.61 ($63.9) 66.74
$67.95
6.34%
Reduce -11.07%
5,160,953
-642,577
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Reduce
Reduce
-1.66%
●
39.96 ($41.98) 43.23
$43.19
2.88%
Reduce -12.19%
5,409,149
-751,237
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+1.06%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Add 109.47%
444,984
232,553
VXUS
Vanguard Total International Stock
2025-03-31
New Buy
New Buy
+0.93%
●
58.01 ($61.77) 64.46
$69.49
12.50%
New holding
241,260
241,260
DFIV
Dimensional International Value ETF
2025-03-31
Reduce
Reduce
-0.82%
●
35.33 ($38.16) 40.8
$43.27
13.39%
Reduce -11.78%
3,192,081
-426,294
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.62%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -74.68%
15,581
-45,957
SHO
Sunstone Hotel Investors Inc
2025-03-31
Sold Out
Sold Out
-0.14%
●
9.41 ($10.84) 12.1
$8.93
-17.62%
Sold Out
0
-225,157
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.12%
●
29.56 ($30.89) 31.77
$31.70
2.62%
Add 6.71%
981,161
61,698

Index Fund Advisors, Inc. Total Holding History ($B)

To

Index Fund Advisors, Inc.'s Asset Allocation

To

Index Fund Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Index Fund Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Index Fund Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Index Fund Advisors, Inc.'s Holdings Heat Map

Size field:

Index Fund Advisors, Inc.'s Holdings Bubble Chart

Index Fund Advisors, Inc. News

  • 1

Discussions on Index Fund Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.