greeksoup/ stock research
Stock research / United States / Funds / Index Fund Advisors, Inc.

Index Fund Advisors, Inc.

CIK 1665097 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Index Fund Advisors, Inc. reported 135 US-listed holdings worth $2.52 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Dimensional ETF Trust (19.2%), Dimensional ETF Trust (17.6%) and Dimensional ETF Trust (16.2%). Against the quarter before, it opened 16 positions, added to 78, trimmed 27 and sold out of 8.

Reported holdings$2.52B+13.3% on Q1 2026
Positions135+8 on Q1 2026
The largest ten84.3%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
Added toTrimmed
DFAS19.2%DFAT17.6%DFUS16.2%DFUV12.6%DFIV7.7%DFSV4.4%DFLV2.3%SGOV1.7%BND1.5%DFAC1.1%DISV1.0%DFIS1.0%DFGR0.9%121 more11.8%

The 14 largest of its 135 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.89 billion in 108 positions$1.89BQ3 24Q4 2024: $1.85 billion in 106 positions$1.85BQ4 24Q1 2025: $1.62 billion in 95 positions$1.62BQ1 25Q2 2025: $1.78 billion in 144 positions$1.78BQ2 25Q3 2025: $2.06 billion in 145 positions$2.06BQ3 25Q4 2025: $2.13 billion in 146 positions$2.13BQ4 25Q1 2026: $2.22 billion in 127 positions$2.22BQ1 26Q2 2026: $2.52 billion in 135 positions$2.52BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 78Held 14Trimmed 27Sold out 8
Opened: 16Added: 78Held: 14Trimmed: 27Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Vanguard Instl Index FD VBIL$950,730
  2. Advanced Micro Devices Inc. AMD$934,684
  3. Vanguard Instl Index FD VGUS$301,363
  4. Invesco Exch Traded FD Trust II QQQM$291,502
  5. Invesco S&P 500 Low Volatility ETF SPLV$289,148
  6. Starbucks Corp. SBUX$251,701
  7. GE Vernova Inc. GEV$246,842
  8. iShares Trust IWC$231,419

and 8 more in the table below

Added to 78

  1. Johnson & Johnson JNJ+30,216 shares · +113%
  2. Vanguard World FD VGT+45,733 shares · +700%
  3. iShares Trust SGOV+38,716 shares · +10%
  4. Dimensional ETF Trust DFSV+82,296 shares · +3%
  5. Vanguard Total Bond Market ETF BND+42,719 shares · +9%
  6. Dimensional ETF Trust DFUS+37,701 shares · +1%
  7. Dimensional ETF Trust DFLV+77,692 shares · +6%
  8. Dimensional ETF Trust DFUV+48,788 shares · +1%

and 70 more in the table below

Trimmed 27

  1. Dimensional ETF Trust DFAT-55,362 shares · -1%
  2. Dimensional ETF Trust DUSB-61,231 shares · -53%
  3. Marvell Technology, Inc. MRVL-6,387 shares · -86%
  4. Dimensional ETF Trust DFGR-62,347 shares · -7%
  5. Vanguard Star FDS VXUS-20,906 shares · -9%
  6. Dimensional ETF Trust DFAS-13,200 shares · -0%
  7. Eli Lilly & Co. LLY-553 shares · -52%
  8. Amazon.com Inc. AMZN-2,146 shares · -9%

and 19 more in the table below

Sold out of 8

  1. Amphenol Corp. APH$2.7 million last quarter
  2. Cloudflare Inc. NET$1.1 million last quarter
  3. Celsius Holdings, Inc. CELH$314,885 last quarter
  4. Netflix Inc. NFLX$259,220 last quarter
  5. Honeywell International Inc. HON$225,578 last quarter
  6. Uber Technologies, Inc. UBER$221,760 last quarter
  7. Chevron Corp. CVX$221,330 last quarter
  8. Intuitive Surgical Inc. ISRG$206,985 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFAS5,887,790$484.8 million19.25%-13,200
Dimensional ETF Trust DFAT6,328,437$442.4 million17.56%-55,362
Dimensional ETF Trust DFUS4,989,844$408.9 million16.23%+37,701
Dimensional ETF Trust DFUV5,787,541$318.4 million12.64%+48,788
Dimensional ETF Trust DFIV3,590,153$193.9 million7.70%+39,591
Dimensional ETF Trust DFSV2,844,072$110.3 million4.38%+82,296
Dimensional ETF Trust DFLV1,446,042$57.2 million2.27%+77,692
iShares Trust SGOV428,528$43.1 million1.71%+38,716
Vanguard Total Bond Market ETF BND519,959$38.2 million1.52%+42,719
Dimensional ETF Trust DFAC604,324$26.8 million1.06%+37,187
Dimensional ETF Trust DISV654,082$26.2 million1.04%+28,984
Dimensional ETF Trust DFIS708,936$24.8 million0.99%+32,059
Dimensional ETF Trust DFGR819,333$23.7 million0.94%-62,347
Dimensional ETF Trust DFAE580,565$23.3 million0.93%+13,448
Dimensional ETF Trust DFEV501,178$21.4 million0.85%+12,912
VG Totl STK Vprs VTI47,515$17.6 million0.70%+150
Vanguard Star FDS VXUS204,714$17.5 million0.69%-20,906
Johnson & Johnson JNJ57,038$14.5 million0.58%+30,216
Dimensional ETF Trust DUHP279,330$11.7 million0.46%+34,513
Glacier Bancorp, Inc. GBCI213,562$11.0 million0.44%no change
American Centy ETF Trust AVEE155,463$10.8 million0.43%+18,803
Costco Wholesale Corp. COST11,173$10.5 million0.41%+13
iShares Core S&P 500 ETF IVV12,318$9.2 million0.37%-21
Avantis All Equity Markets ETF AVGE90,746$9.0 million0.36%+4,000
NVIDIA Corp. NVDA37,051$7.4 million0.29%+152
Apple Inc. AAPL24,832$7.2 million0.29%+3,120
Dimensional ETF Trust DFSD144,597$6.9 million0.27%+28,494
Vanguard Small Cap ETF VB20,913$6.3 million0.25%+20
Vanguard World FD VGT52,262$6.2 million0.25%+45,733
Dimensional ETF Trust DFIC165,123$6.2 million0.24%+25,901
Amazon.com Inc. AMZN22,711$5.4 million0.21%-2,146
Microsoft Corp. MSFT12,826$4.8 million0.19%+2,226
Dimensional ETF Trust DFCF107,000$4.5 million0.18%+24,491
Dimensional ETF Trust DGCB80,308$4.4 million0.17%+18,810
Vaneck ETF Trust GDX57,675$4.4 million0.17%-969
Dimensional ETF Trust DFGX79,477$4.3 million0.17%+18,785
Vanguard Small Cap Value ETF VBR16,974$4.1 million0.16%-116
American Century ETF Trust AVDV37,974$3.9 million0.16%+541
Vanguard Short Term Government VGSH55,843$3.3 million0.13%+3,548
Vanguard S&P 500 VOO4,688$3.2 million0.13%+256
Vanguard Real Estate ETF VNQ33,232$3.2 million0.13%+3,618
American Centy ETF Trust AVIG68,259$2.8 million0.11%+3,838
Meta Platforms, Inc. META5,006$2.8 million0.11%+516
Vanguard Mid Cap Index ETF VO34,471$2.8 million0.11%+26,131
Dimensional ETF Trust DUSB54,069$2.7 million0.11%-61,231
Alphabet Inc. GOOGL7,266$2.6 million0.10%+655
Dimensional ETF Trust DIHP65,909$2.2 million0.09%+600
Vanguard Mid Cap Value ETF VOE11,340$2.2 million0.09%-94
Dimensional ETF Trust DFEM54,248$2.2 million0.09%+5,549
SPDR S&P 500 SPY2,697$2.0 million0.08%+42
Tesla, Inc. TSLA4,754$2.0 million0.08%+3
Dimensional ETF Trust DEXC23,949$2.0 million0.08%-1,630
Berkshire Hathaway Inc. Class B BRKB3,728$1.9 million0.07%+1,411
Alphabet Inc. GOOG5,163$1.8 million0.07%+220
Vanguard Value ETF VTV7,708$1.7 million0.07%+19
SPDR Ser Trust SPYV27,522$1.7 million0.07%+777
iShares Trust ITOT10,110$1.7 million0.07%no change
Invesco QQQ Trust QQQ2,019$1.5 million0.06%+115
iShares Core S&P Small-Cap ETF IJR10,023$1.5 million0.06%+69
Vanguard FTSE All-World ex-US ETF VEU17,489$1.5 million0.06%+83
Visa Inc. V3,880$1.3 million0.05%+167
Schwab Strategic Trust SCHA35,044$1.3 million0.05%+89
Dimensional ETF Trust DEHP28,529$1.2 million0.05%+2,643
AbbVie Inc. ABBV4,716$1.2 million0.05%-3
JPMorgan Chase & Co. JPM3,223$1.1 million0.04%+225
Kenvue Inc. KVUE52,555$1.0 million0.04%+25,390
iShares Trust IVLU23,919$1.0 million0.04%+396
Schwab International Small-Cap Equity ETF SCHC20,290$976,3530.04%+807
State Street Corp. STT5,662$960,2750.04%no change
Vanguard Instl Index FD VBIL12,563$950,7300.04%new
Advanced Micro Devices Inc. AMD1,609$934,6840.04%new
Vert Global Sustainable Real Estate ETF VGSR81,635$929,4120.04%-6,445
Vanguard Specialized Funds VIG3,719$879,8930.03%+2,071
Lam Research Corp. LRCX1,895$821,1600.03%no change
Broadcom Inc. AVGO2,122$801,4890.03%+13
KLA Corp. KLAC2,652$800,1350.03%+2,382
American Centy ETF Trust AVUV6,355$792,9090.03%+95
iShares Core MSCI Emerging Mark IEMG8,998$745,4090.03%-456
iShares Trust ISCF16,868$730,2330.03%-50
Schwab Strategic Trust FNDE18,240$723,7730.03%-57
Vanguard BD Index FDS VUSB12,934$643,8430.03%-3,947
iShares SHV5,753$634,8280.03%-1,785
SPDR Index SHS FDS EWX8,176$607,5290.02%-57
Eli Lilly & Co. LLY505$605,6230.02%-553
SPDR Ser Trust SPHY24,781$580,8620.02%+425
iShares Trust IJS4,190$572,7090.02%-12
Arista Networks, Inc. ANET3,291$559,0750.02%no change
Coca-Cola Co. KO6,596$536,0510.02%+295
Vanguard Large Cap ETF VV1,494$513,8550.02%+111
iShares Trust SCZ6,188$509,0480.02%-184
iShares MSCI Emer Small EEMS6,571$498,6370.02%-115
Invesco Ftse Rafi Developed Markets Ex-Us Small-Mid ETF PDN9,506$427,6120.02%no change
Bank of America Corp. BAC7,386$420,8680.02%-66
Eaton Corp. plc ETN942$401,4050.02%+35
Vanguard Whitehall FDS VYM2,525$399,0090.02%+84
Vanguard Short-Term Corp. BD Idx VCSH4,939$390,3560.02%+55
Schwab Strategic Trust SCHB13,147$380,7480.02%+16
iShares Trust EFV4,948$378,7750.02%+31
iShares Trust EFA3,464$359,8590.01%+4
Dimensional ETF Trust DFAU6,942$358,8470.01%+16
Schwab Fundamental US Large Com FNDX11,325$352,2080.01%no change
Vanguard Ftse Emerging Markets VWO5,784$345,2590.01%-82
Schwab Strategic Trust SCHZ14,656$338,9950.01%+150
SPDR S&P MidCap 400 ETF MDY469$329,8660.01%no change
Schwab US Large Cap SCHX11,201$329,6430.01%no change
Schwab Strategic Trust SCHF11,557$320,1340.01%+28
General Electric Co. GE854$319,2840.01%+89
Vanguard Ftse Developed Markets VEA4,453$317,2870.01%+19
Vanguard Intl Equity Index F VGK3,562$315,3990.01%-52
Marvell Technology, Inc. MRVL1,025$305,3370.01%-6,387
Vanguard Instl Index FD VGUS3,983$301,3630.01%new
Dimensional ETF Trust DFGP5,515$300,3550.01%+1,050
RTX Corp. RTX1,546$293,3670.01%+25
Invesco Exch Traded FD Trust II QQQM962$291,5020.01%new
iShares Morningstar U.s. Equity ILCB2,800$290,2200.01%no change
Invesco S&P 500 Low Volatility ETF SPLV3,860$289,1480.01%new
Wells Fargo & Company WFC3,467$286,5000.01%+116
iShares Trust MUB2,566$276,1110.01%+10
ExxonMobil Holdings Corp. XOM1,971$269,5330.01%+8
Merck & Co., Inc. MRK2,050$263,4600.01%+3
American Centy ETF Trust AVSF5,478$255,0770.01%+1,090
Starbucks Corp. SBUX2,463$251,7010.01%new
Invesco Exchange Traded FD T PRFZ4,455$248,4550.01%-21
GE Vernova Inc. GEV210$246,8420.01%new
Schwab Fundamental Internationa FNDF4,445$234,5180.01%no change
Amgen Inc. AMGN647$234,4340.01%+12
iShares Trust IWC1,157$231,4190.01%new
Royal Bank of Canada RY1,106$228,9090.01%new
iShares Russell 2000 ETF IWM754$226,4320.01%new
SPDR Gold Trust GLD601$221,3960.01%new
International Business Machines Corp. IBM741$208,3770.01%new
Dimensional ETF Trust DFAI5,050$208,3210.01%new
Etfs Gold Trust SGOL5,406$206,6710.01%new
Energy Transfer LP ET10,462$200,0270.01%new
Lesaka Technologies Inc. LSAK10,224$50,8130.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.