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CIK: 0001665097
Total reported value
$2.5B
$2.5B
95 檔
53.0%
At the close of Q1 2025, Index Fund Advisors, Inc. disclosed equity holdings valued at approximately $2.5B, spread across 95 reported holdings.
In Q1 2025, Index Fund Advisors, Inc. adopted a defensive or profit-taking posture, trimming 54 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 21.62% | +0.36% | -10.59% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 20.10% | -0.38% | -12.28% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.31% | +0.43% | -11.07% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 13.79% | +0.12% | -12.19% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 7.77% | -0.73% | -11.78% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.41% | +0.03% | +3.46% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.02% | -0.06% | +109.47% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.86% | +0.07% | +6.71% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.16% | -0.11% | -0.56% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 0.94% | -0.04% | +2.70% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | -0.09% | — | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 0.89% | -0.07% | +5.38% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.78% | +0.07% | +2.41% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.56% | +0.06% | +7.11% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | -0.55% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | — | -2.04% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.28% | +0.02% | -4.75% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.04% | -74.68% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.02% | +0.94% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.21% | +0.07% | -6.58% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.01% | -7.11% | |
| 22 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.15% | -0.01% | +0.79% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | — | +0.38% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | -4.28% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.11% | — | -13.02% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.10% | — | — | |
| 27 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.10% | +0.04% | +474.45% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +0.82% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.10% | +0.06% | +67.94% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | +0.01% | -35.28% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | — | -13.57% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -9.15% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.08% | +0.02% | -7.33% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | -0.02% | -53.94% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.08% | +0.01% | — | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.07% | -0.01% | -48.69% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.01% | -19.93% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | -11.80% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | — | +1.66% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | +0.02% | -12.94% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.05% | -10.67% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | +0.01% | +3.30% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.05% | — | -0.71% | |
| 44 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.05% | -0.15% | -8.19% | |
| 45 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.05% | — | -3.38% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.04% | — | -14.48% | |
| 47 | IVLU | Ishares Msci International V | ETF-Other | 0.04% | — | -14.50% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.04% | +0.01% | — | |
| 49 | ISCF | Ishares International Small | ETF-Other | 0.04% | — | -8.47% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | — | +27.43% |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 95 disclosed positions in Q1 2025.
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 53.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VXUS
市值: $15.0M
Top Position Liquidated / Trimmed
SHO
前期市值: $2.7M
During Q1 2025, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (21.6%)、DFAT (20.1%)、DFUS (19.3%). The largest single position, DFAS, represented 21.6% of total portfolio value.
In Q1 2025, Index Fund Advisors, Inc. made 105 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 54 holdings, and fully liquidating 19 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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