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CIK: 0001665097
Total reported value
$2.5B
$2.5B
108 檔
63.9%
According to the latest 13F quarterly dataset, Index Fund Advisors, Inc. managed an equity portfolio of $2.5B at the end of Q3 2024, spanning 108 distinct U.S. exchange-listed positions.
In Q3 2024, Index Fund Advisors, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 22.90% | +0.36% | -0.85% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 21.73% | -0.38% | -1.83% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.32% | +0.43% | -1.02% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 13.98% | +0.12% | -2.85% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 7.35% | -0.73% | -0.77% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.95% | +0.03% | +11.91% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.42% | +0.07% | +14.50% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.15% | -0.06% | +2.64% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.05% | -0.11% | +4.55% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.04% | -0.39% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 0.72% | -0.04% | +18.15% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 0.65% | -0.07% | +17.65% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | +0.07% | +17.88% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.43% | +0.06% | +24.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -0.34% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | -0.09% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.24% | +0.02% | +1.95% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.01% | -0.36% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.20% | +0.07% | -0.60% | |
| 20 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 0.19% | — | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.02% | -2.44% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.01% | -7.88% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | +17.65% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | +0.61% | |
| 26 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.12% | -0.01% | +28.07% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.12% | — | +6.12% | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.10% | -0.01% | -1.54% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | -41.26% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.09% | — | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | — | -0.38% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -2.09% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | +37.96% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | +4.60% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | +0.01% | -0.24% | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.06% | +0.02% | +2.93% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.05% | +1.19% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | — | -0.10% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.05% | — | -1.09% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | +0.02% | +1.51% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | +2.90% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | +0.01% | +0.13% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.05% | — | +0.74% | |
| 44 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.05% | -0.15% | +13.64% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.05% | — | +0.48% | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.05% | +0.06% | +2.89% | |
| 47 | IVLU | Ishares Msci International V | ETF-Other | 0.04% | — | +0.86% | |
| 48 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.04% | — | +0.71% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.04% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.04% | +0.01% | +12.52% |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 108 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFAT, DFUS) accounted for 63.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
VIG
市值: $395.7K
Top Position Liquidated / Trimmed
WFC
前期市值: $367.4K
During Q3 2024, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (22.9%)、DFAT (21.7%)、DFUS (19.3%). The largest single position, DFAS, represented 22.9% of total portfolio value.
In Q3 2024, Index Fund Advisors, Inc. made 88 total portfolio adjustments, initiating 14 new buys, adding to 43 positions, trimming 29 holdings, and fully liquidating 2 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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