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CIK: 0001665097
Total reported value
$2.5B
$2.5B
146 檔
63.7%
At the close of Q4 2025, Index Fund Advisors, Inc. disclosed equity holdings valued at approximately $2.5B, spread across 146 reported holdings.
Index Fund Advisors, Inc. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 19.11% | +0.36% | -0.21% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 18.00% | -0.38% | -1.19% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 17.24% | +0.43% | -0.81% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.54% | +0.12% | -1.61% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 8.36% | -0.73% | -1.58% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.95% | +0.03% | +5.32% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.94% | +0.07% | +5.81% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.80% | -0.06% | -2.20% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.68% | -0.06% | +1.86% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.06% | -0.11% | +8.28% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 1.04% | -0.07% | +4.69% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 0.98% | -0.04% | +4.30% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.82% | +0.07% | +4.67% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | -0.09% | +1.70% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.02% | +0.22% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.70% | +0.06% | +7.59% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.08% | -2.12% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | +0.07% | +113.87% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | -2.06% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | -4.82% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.02% | -2.02% | |
| 22 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.31% | +0.04% | +21.82% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.31% | -0.07% | -6.23% | |
| 24 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.31% | +0.02% | +7.61% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | +0.28% | +0.01% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.04% | -8.55% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | — | -1.99% | |
| 28 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.24% | -0.15% | +126.86% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.05% | +0.03% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.21% | +0.06% | +69.40% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.01% | -3.09% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +1.79% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | -0.01% | -2.91% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.16% | -0.01% | +1.54% | |
| 35 | DFSD | Dimensional Short Duration | ETF-Other | 0.15% | +0.02% | +72.26% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | -3.42% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.13% | -0.12% | EXIT | |
| 38 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.12% | -0.01% | +2.59% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | +0.01% | -1.05% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +0.28% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | -6.39% | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.10% | -0.05% | EXIT | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.09% | — | -1.71% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | -4.52% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.07% | -0.01% | +38.64% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | -0.99% | |
| 47 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.07% | +0.02% | +317.94% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | — | -3.88% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | +0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | -7.25% |
According to official SEC Form 13F filings, Index Fund Advisors, Inc. reported a total U.S. public equity portfolio value of $2.5B across 146 disclosed positions in Q4 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 63.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFIC
市值: $1.3M
Top Position Liquidated / Trimmed
TTD
前期市值: $246.1K
During Q4 2025, Index Fund Advisors, Inc.'s top holdings by market value included DFAS (19.1%)、DFAT (18.0%)、DFUS (17.2%). The largest single position, DFAS, represented 19.1% of total portfolio value.
In Q4 2025, Index Fund Advisors, Inc. made 127 total portfolio adjustments, initiating 5 new buys, adding to 65 positions, trimming 53 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.
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