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CIK: 0001665097
Total reported value
$2.5B
$2.5B
144 檔
55.6%
The Q2 2025 SEC filing reveals that Index Fund Advisors, Inc. held a total portfolio value of $2.5B, covering 144 public equity positions.
In Q2 2025, Index Fund Advisors, Inc. displayed an active expansion posture, initiating 53 new positions and adding to 56 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 | 20.84% | +0.36% | -0.43% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.01% | +0.43% | -2.10% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 18.70% | -0.38% | -2.23% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.50% | +0.12% | -2.62% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 7.61% | -0.73% | -0.92% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.61% | +0.03% | +11.67% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.86% | +0.07% | +8.90% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.84% | -0.06% | +0.16% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.17% | -0.11% | +8.87% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 1.00% | -0.04% | +1.83% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.94% | -0.09% | +0.71% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 0.93% | -0.07% | +2.14% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.86% | +0.07% | +8.66% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.62% | +0.06% | +9.62% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.08% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | +14.13% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.30% | +0.02% | +7.03% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | -0.16% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.02% | +234.17% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | +479.01% | |
| 21 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.24% | +0.04% | +128.24% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.05% | +286.39% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.02% | +0.34% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.21% | +0.07% | +2.46% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.01% | +85.55% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +145.59% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | -0.01% | -3.95% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.04% | -1.45% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | — | -0.22% | |
| 30 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.14% | -0.01% | +0.28% | |
| 31 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.13% | -0.15% | +206.04% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -11.73% | |
| 33 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.12% | -0.05% | EXIT | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.12% | -0.12% | EXIT | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 36 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.10% | +0.06% | +9.42% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | -1.80% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | — | |
| 39 | GSHD | Goosehead Insurance Inc -a | Stock-Other | 0.08% | — | — | |
| 40 | FICO | Fair Isaac CORP | Stock-Tech | 0.08% | — | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.08% | — | -12.16% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | — | +0.94% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.08% | +0.01% | +0.89% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -2.02% | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.07% | +0.02% | -2.82% | |
| 46 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.07% | +0.01% | — | |
| 47 | MORN | Morningstar Inc | Stock-Financials | 0.07% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | — | -0.63% | |
| 49 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.06% | — | +0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.6% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.2% | +479.01% | Add |
| 3 | DFSV | Dimensional US Small Cap Val | +0.2% | +11.67% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +234.17% | Add |
| 5 | VGT | Vanguard Info Tech ETF | +0.2% | +286.39% | Add |
| 6 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | +0.1% | +128.24% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +145.59% | Add |
| 8 | NET | Cloudflare Inc - Class A | +0.1% | NEW | New buy |
| 9 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.1% | +85.55% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 12 | DFAE | Dimensional Emerging Core Eq | +0.1% | +8.66% | Add |
| 13 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +206.04% | Add |
| 14 | GSHD | Goosehead Insurance Inc -a | +0.1% | NEW | New buy |
| 15 | FICO | Fair Isaac CORP | +0.1% | NEW | New buy |
| 16 | DEXC | Dimensional Em Ex Cce ETF | +0.1% | NEW | New buy |
| 17 | MORN | Morningstar Inc | +0.1% | NEW | New buy |
| 18 | DFIS | Dimensional International Sm | +0.1% | +1.83% | Add |
| 19 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +9.62% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.13% | Add |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 22 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 23 | RYAN | Ryan Specialty Holdings Inc | +0.1% | NEW | New buy |
| 24 | SFBS | Servisfirst Bancshares Inc | +0.1% | NEW | New buy |
| 25 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 26 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | NEW | New buy |
| 27 | DISV | Dimensional International Sm | 0% | +2.14% | Add |
| 28 | TSLA | Tesla Inc | 0% | +215.36% | Add |
| 29 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 30 | APPF | Appfolio Inc - A | 0% | NEW | New buy |
| 31 | ORLY | O'reilly Automotive Inc | 0% | NEW | New buy |
| 32 | PGR | Progressive CORP | 0% | +343.15% | Add |
| 33 | NOW | Servicenow Inc | 0% | +147.79% | Add |
| 34 | MAR | Marriott International -cl A | 0% | NEW | New buy |
| 35 | CELH | Celsius Holdings Inc | 0% | NEW | New buy |
| 36 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 37 | ZTS | Zoetis Inc | 0% | NEW | New buy |
| 38 | EFX | Equifax Inc | 0% | NEW | New buy |
| 39 | ROP | Roper Technologies Inc | 0% | NEW | New buy |
| 40 | TFIN | Triumph Financial Inc | 0% | NEW | New buy |
| 41 | DFH | Dream Finders Homes Inc - A | 0% | NEW | New buy |
| 42 | LLY | Eli Lilly & Co | 0% | +159.70% | Add |
| 43 | RVLV | Revolve Group Inc | 0% | NEW | New buy |
| 44 | K4F | Onestream Inc | 0% | NEW | New buy |
| 45 | ECL | Ecolab Inc | 0% | NEW | New buy |
| 46 | DHR | Danaher CORP | 0% | NEW | New buy |
| 47 | AVGE | Avantis All Eqty Mrkts ETF | 0% | +7.03% | Add |
| 48 | VGSH | Vanguard Short-term Treasury | 0% | +187.45% | Add |
| 49 | NCNO | Ncino Inc | 0% | NEW | New buy |
| 50 | GOOGL | Alphabet Inc-cl A | 0% | +83.43% | Add |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 144 disclosed positions in Q2 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, DFUS, DFAT) accounted for 55.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
COST
市值: $10.7M
Top Position Liquidated / Trimmed
JNJ
前期市值: $282.4K
During Q2 2025, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (20.8%)、DFUS (19.0%)、DFAT (18.7%). The largest single position, DFAS, represented 20.8% of total portfolio value.
In Q2 2025, Index Fund Advisors, Inc. made 136 total portfolio adjustments, initiating 53 new buys, adding to 56 positions, trimming 23 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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