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CIK: 0001665097
Total reported value
$2.5B
$2.5B
96 檔
60.7%
In Q2 2024, Index Fund Advisors, Inc.'s U.S. equity holdings reached a combined market value of $2.5B, distributed across 96 disclosed stock positions.
During Q2 2024, Index Fund Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 22.83% | +0.36% | -1.11% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 22.02% | -0.38% | -2.91% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.70% | +0.43% | -1.24% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 14.46% | +0.12% | -2.64% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 7.45% | -0.73% | +0.62% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.63% | +0.03% | +14.55% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.24% | +0.07% | +10.62% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.15% | -0.06% | +1.35% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.93% | -0.11% | +23.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.04% | +6.05% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 0.60% | -0.04% | +24.78% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 0.55% | -0.07% | +21.77% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | +0.07% | +18.45% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.36% | +0.06% | +30.39% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -1.91% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | — | +2.99% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.23% | +0.02% | +13.29% | |
| 18 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 0.20% | — | — | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.20% | +0.07% | +5.22% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.20% | -0.01% | -0.42% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.02% | -19.29% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +46.01% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | -0.02% | +4.31% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.01% | +8.61% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | -0.07% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +0.18% | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.11% | -0.01% | +57.62% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.11% | — | -1.82% | |
| 29 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.10% | -0.01% | -4.37% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | — | +0.07% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.09% | — | — | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -4.50% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | +2.76% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | +0.01% | — | |
| 35 | DFSD | Dimensional Short Duration | ETF-Other | 0.06% | +0.02% | +6.29% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.05% | — | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | — | +0.78% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | -0.01% | +98.86% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | +1034.65% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.05% | — | +1.21% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | +0.02% | +8.24% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | +0.01% | +11.41% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.05% | — | +0.52% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.05% | — | -2.28% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.04% | +0.06% | +69.88% | |
| 46 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.04% | -0.15% | — | |
| 47 | IVLU | Ishares Msci International V | ETF-Other | 0.04% | — | +2.21% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | +0.01% | +0.03% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | -0.02% | +9.13% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.04% | — | — |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 96 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFAT, DFUS) accounted for 60.7% of total reported equity market value during Q2 2024.
During Q2 2024, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (22.8%)、DFAT (22.0%)、DFUS (19.7%). The largest single position, DFAS, represented 22.8% of total portfolio value.
In Q2 2024, Index Fund Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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