13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001665097
Total reported value
$2.5B
$2.5B
145 檔
62.3%
In Q3 2025, Index Fund Advisors, Inc.'s U.S. equity holdings reached a combined market value of $2.5B, distributed across 145 disclosed stock positions.
In Q3 2025, Index Fund Advisors, Inc. displayed an active expansion posture, initiating 55 new positions and adding to 65 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 | 19.45% | +0.36% | +0.53% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 18.41% | -0.38% | +5.66% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 17.55% | +0.43% | -1.18% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.63% | +0.12% | +10.63% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 8.12% | -0.73% | +14.73% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.75% | +0.03% | +11.08% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.90% | -0.06% | +15318.63% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.82% | +0.07% | +6.64% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.71% | -0.06% | +6.35% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.05% | -0.11% | +1.69% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 0.96% | -0.07% | +10.36% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 0.94% | -0.04% | +2.40% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.09% | -8.79% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.79% | +0.07% | -2.51% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.02% | +276.39% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.63% | +0.06% | +11.92% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | +4.92% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | +2.01% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | +31.07% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.02% | +30.48% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.31% | -0.07% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.04% | +55.45% | |
| 23 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.29% | +0.02% | +3.72% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | +0.28% | — | |
| 25 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.27% | +0.04% | +22.39% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | — | -0.29% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.01% | +34.13% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.05% | +0.37% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | +31.80% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.20% | +0.07% | +2.64% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | -0.01% | +0.24% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.16% | -0.01% | +933.82% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | +81.25% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.13% | +0.01% | +228.30% | |
| 35 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.13% | +0.06% | +37.52% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.13% | -0.12% | EXIT | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | +0.11% | |
| 38 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.12% | -0.01% | +3.08% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +1.63% | |
| 40 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.11% | -0.05% | EXIT | |
| 41 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.11% | -0.15% | -1.24% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.10% | — | +0.39% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | +0.40% | |
| 44 | DFSD | Dimensional Short Duration | ETF-Other | 0.09% | +0.02% | +38.52% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | — | +0.23% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | +0.01% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | -0.14% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | -10.93% | |
| 49 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.07% | +0.01% | +0.63% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.06% | — | -13.32% |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 145 disclosed positions in Q3 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 62.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
COST
市值: $10.5M
Top Position Liquidated / Trimmed
BSV
前期市值: $256.3K
During Q3 2025, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (19.4%)、DFAT (18.4%)、DFUS (17.6%). The largest single position, DFAS, represented 19.4% of total portfolio value.
In Q3 2025, Index Fund Advisors, Inc. made 146 total portfolio adjustments, initiating 55 new buys, adding to 65 positions, trimming 21 holdings, and fully liquidating 5 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.