Index Fund Advisors, Inc. 13F Holdings · Q2 2026
Index Fund Advisors, Inc. reported 135 securities worth $2.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAS (19.25%), DFAT (17.56%), DFUS (16.23%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | $484.8M | 19.25% | 5.9M | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $442.4M | 17.56% | 6.3M | Trimmed |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $408.9M | 16.23% | 5.0M | Added |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $318.4M | 12.64% | 5.8M | Added |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $193.9M | 7.70% | 3.6M | Added |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $110.3M | 4.38% | 2.8M | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $57.2M | 2.27% | 1.4M | Added |
| 8 | SGOV | ISHARES TR | $43.1M | 1.71% | 428,528 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $38.2M | 1.52% | 519,959 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $26.8M | 1.06% | 604,324 | Added |
| 11 | DISV | DIMENSIONAL ETF TRUST | $26.2M | 1.04% | 654,082 | Added |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $24.8M | 0.99% | 708,936 | Added |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $23.7M | 0.94% | 819,333 | Trimmed |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $23.3M | 0.93% | 580,565 | Added |
| 15 | DFEV | DIMENSIONAL ETF TRUST | $21.4M | 0.85% | 501,178 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $17.6M | 0.70% | 47,515 | Added |
| 17 | VXUS | VANGUARD STAR FDS | $17.5M | 0.69% | 204,714 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $14.5M | 0.58% | 57,038 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $11.7M | 0.46% | 279,330 | Added |
| 20 | GBCI | GLACIER BANCORP INC NEW | $11.0M | 0.44% | 213,562 | Hold |
| 21 | AVEE | AMERICAN CENTY ETF TR | $10.8M | 0.43% | 155,463 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $10.5M | 0.41% | 11,173 | Added |
| 23 | IVV | ISHARES TR | $9.2M | 0.37% | 12,318 | Trimmed |
| 24 | AVGE | AMERICAN CENTY ETF TR | $9.0M | 0.36% | 90,746 | Added |
| 25 | AAPL | APPLE INC | $7.2M | 0.29% | 24,832 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR