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Size ($ in 1000's)
At 12/31/2023: $1,702,706 At 09/30/2023: $1,505,823
Index Fund Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Index Fund Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Index Fund Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Index Fund Advisors Inc..
In the Index Fund Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Index Fund Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Index Fund Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAT) |
7,843,529 |
-109,300 |
$410,452 | DFAT | 7,843,529 | -109,300 | $410,452 | DIMENSIONAL ETF TRUST (DFAS) |
6,821,804 |
+63,496 |
$406,716 | DFAS | 6,821,804 | +63,496 | $406,716 | DIMENSIONAL ETF TRUST (DFUS) |
6,020,703 |
+14,994 |
$312,053 | DFUS | 6,020,703 | +14,994 | $312,053 | DIMENSIONAL ETF TRUST (DFUV) |
6,794,057 |
-135,943 |
$252,875 | DFUV | 6,794,057 | -135,943 | $252,875 | DIMENSIONAL ETF TRUST (DFIV) |
3,694,909 |
+15,998 |
$126,957 | DFIV | 3,694,909 | +15,998 | $126,957 | DIMENSIONAL ETF TRUST (DFSV) |
1,307,071 |
+322,383 |
$38,062 | DFSV | 1,307,071 | +322,383 | $38,062 | VANGUARD BD INDEX FDS (BND) |
271,881 |
+11,032 |
$19,997 | BND | 271,881 | +11,032 | $19,997 | DIMENSIONAL ETF TRUST (DFLV) |
605,684 |
+197,584 |
$16,384 | DFLV | 605,684 | +197,584 | $16,384 | DIMENSIONAL ETF TRUST (DFGR) |
467,074 |
+246,266 |
$12,135 | DFGR | 467,074 | +246,266 | $12,135 | APPLE INC |
59,751 |
-3,562 |
$11,504 | AAPL | 59,751 | -3,562 | $11,504 | DIMENSIONAL ETF TRUST (DFIS) |
288,578 |
+93,400 |
$6,975 | DFIS | 288,578 | +93,400 | $6,975 | DIMENSIONAL ETF TRUST (DFAE) |
277,010 |
+73,310 |
$6,679 | DFAE | 277,010 | +73,310 | $6,679 | DIMENSIONAL ETF TRUST (DISV) |
257,644 |
+65,082 |
$6,643 | DISV | 257,644 | +65,082 | $6,643 | ISHARES TR (IVV) |
11,277 |
-211 |
$5,386 | IVV | 11,277 | -211 | $5,386 | VANGUARD INDEX FDS (VB) |
21,548 |
+59 |
$4,597 | VB | 21,548 | +59 | $4,597 | VANGUARD INDEX FDS (VTI) |
15,736 |
+34 |
$3,733 | VTI | 15,736 | +34 | $3,733 | SUNSTONE HOTEL INVS INC NEW |
346,482 |
+2,553 |
$3,718 | SHO | 346,482 | +2,553 | $3,718 | DIMENSIONAL ETF TRUST (DFEV) |
144,866 |
+43,371 |
$3,651 | DFEV | 144,866 | +43,371 | $3,651 | VANGUARD INDEX FDS (VBR) |
19,619 |
+60 |
$3,531 | VBR | 19,619 | +60 | $3,531 | DIMENSIONAL ETF TRUST (DFAC) |
106,166 |
-503 |
$3,103 | DFAC | 106,166 | -503 | $3,103 | AMERICAN CENTY ETF TR (AVGE) |
44,784 |
+10,934 |
$2,900 | AVGE | 44,784 | +10,934 | $2,900 | AMAZON COM INC |
13,900 |
+320 |
$2,112 | AMZN | 13,900 | +320 | $2,112 | VANGUARD INDEX FDS (VO) |
8,832 |
+21 |
$2,055 | VO | 8,832 | +21 | $2,055 | MICROSOFT CORP |
5,006 |
-633 |
$1,882 | MSFT | 5,006 | -633 | $1,882 | VANGUARD INDEX FDS (VOE) |
12,827 |
+31 |
$1,860 | VOE | 12,827 | +31 | $1,860 | SPDR S&P 500 ETF TR (SPY) |
3,726 |
-907 |
$1,771 | SPY | 3,726 | -907 | $1,771 | AMERICAN CENTY ETF TR (AVIG) |
38,954 |
+17,183 |
$1,629 | AVIG | 38,954 | +17,183 | $1,629 | SPDR SER TR (SDY) |
12,241 |
UNCH |
$1,530 | SDY | 12,241 | UNCH | $1,530 | SPDR SER TR (SPYV) |
32,135 |
-80 |
$1,498 | SPYV | 32,135 | -80 | $1,498 | VANGUARD INDEX FDS (VTV) |
9,522 |
-517 |
$1,424 | VTV | 9,522 | -517 | $1,424 | BERKSHIRE HATHAWAY INC DEL |
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$1,204 | BRK.B | 1,854 | -1 | $661 | BRK.A | 1 | UNCH | $543 | ISHARES TR (IJR) |
10,983 |
-1,108 |
$1,189 | IJR | 10,983 | -1,108 | $1,189 | VANGUARD BD INDEX FDS (BIV) |
14,801 |
+159 |
$1,130 | BIV | 14,801 | +159 | $1,130 | ISHARES TR (ITOT) |
10,177 |
-100 |
$1,071 | ITOT | 10,177 | -100 | $1,071 | DIMENSIONAL ETF TRUST (DFSD) |
22,046 |
+233 |
$1,036 | DFSD | 22,046 | +233 | $1,036 | SPDR SER TR (SPHY) |
42,801 |
+22,800 |
$1,001 | SPHY | 42,801 | +22,800 | $1,001 | VANGUARD INTL EQUITY INDEX F (VEU) |
16,309 |
+244 |
$916 | VEU | 16,309 | +244 | $916 | VANGUARD INTL EQUITY INDEX F (VT) |
8,358 |
-322 |
$860 | VT | 8,358 | -322 | $860 | VANGUARD INDEX FDS (VOO) |
1,925 |
-30 |
$841 | VOO | 1,925 | -30 | $841 | SCHWAB STRATEGIC TR |
17,363 |
+79 |
$820 | SCHA | 17,363 | +79 | $820 | SCHWAB STRATEGIC TR |
22,669 |
+442 |
$791 | SCHC | 22,669 | +442 | $791 | VANGUARD INDEX FDS (VNQ) |
8,766 |
+192 |
$775 | VNQ | 8,766 | +192 | $775 | ISHARES TR (IJS) |
6,946 |
+468 |
$716 | IJS | 6,946 | +468 | $716 | ISHARES TR (IVLU) |
25,593 |
+460 |
$678 | IVLU | 25,593 | +460 | $678 | AMERICAN CENTY ETF TR (AVSF) |
14,073 |
+197 |
$653 | AVSF | 14,073 | +197 | $653 | ISHARES INC (IEMG) |
12,250 |
-768 |
$620 | IEMG | 12,250 | -768 | $620 | ISHARES TR (ISCF) |
18,786 |
+328 |
$604 | ISCF | 18,786 | +328 | $604 | ISHARES TR (SCZ) |
9,740 |
+22 |
$603 | SCZ | 9,740 | +22 | $603 | SPDR INDEX SHS FDS (EWX) |
9,535 |
+114 |
$538 | EWX | 9,535 | +114 | $538 | SCHWAB CHARLES CORP |
7,746 |
+512 |
$533 | SCHW | 7,746 | +512 | $533 |
See Full List: All Stocks Held By Index Fund Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Index Fund Advisors Inc.
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