Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Index Fund Advisors, Inc. (CIK 1665097) reported $2.22B across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAS ($419.7M, 18.89%), DFAT ($398.7M, 17.94%), DFUS ($351.2M, 15.80%), DFUV ($278.1M, 12.51%), DFIV ($187.4M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | $419.7M | 18.89% | 5.9M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $398.7M | 17.94% | 6.4M | Trimmed |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $351.2M | 15.80% | 5.0M | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $278.1M | 12.51% | 5.7M | Added |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $187.4M | 8.43% | 3.6M | Trimmed |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $96.8M | 4.35% | 2.8M | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $48.9M | 2.20% | 1.4M | Added |
| 8 | SGOV | ISHARES TR | $39.2M | 1.77% | 389,812 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $35.1M | 1.58% | 477,240 | Trimmed |
| 10 | DISV | DIMENSIONAL ETF TRUST | $24.7M | 1.11% | 625,098 | Added |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $23.4M | 1.05% | 881,680 | Added |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $22.8M | 1.03% | 676,877 | Added |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $22.0M | 0.99% | 567,137 | Added |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $19.2M | 0.86% | 567,117 | Added |
| 15 | DFEV | DIMENSIONAL ETF TRUST | $17.5M | 0.79% | 488,266 | Added |
| 16 | VXUS | VANGUARD STAR FDS | $17.4M | 0.78% | 225,620 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $15.2M | 0.68% | 47,365 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $11.1M | 0.50% | 11,160 | Added |
| 19 | GBCI | GLACIER BANCORP INC NEW | $9.5M | 0.43% | 213,562 | New |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $9.0M | 0.40% | 244,817 | Added |
| 21 | AVEE | AMERICAN CENTY ETF TR | $8.7M | 0.39% | 136,660 | Added |
| 22 | IVV | ISHARES TR | $8.1M | 0.36% | 12,339 | Added |
| 23 | AVGE | AMERICAN CENTY ETF TR | $7.6M | 0.34% | 86,746 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $6.6M | 0.30% | 26,822 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $6.4M | 0.29% | 36,899 | Added |
Source: SEC Form 13F filings · as of 2026-03-31