Holdings Channel
EntityShares/Amount
Change
Position Value
Change
VGSR +47,673+$475
DUHP +13,723+$393
SCHB +4,647+$259
PPG +1,491+$223
SCHX +3,913+$221
RSP +1,290+$204
FNB +13,935+$192
EntityShares/Amount
Change
Position Value
Change
J -9,211-$1,257
COP -3,288-$394
CVX -1,833-$309
CTAS -560-$269
HD -852-$257
TMO -459-$232
PEP -1,298-$220
ROP -450-$218
ALC -2,800-$216
ROK -750-$214
EntityShares/Amount
Change
Position Value
Change
DFSV +322,383+$13,110
DFGR +246,266+$7,187
DFLV +197,584+$6,259
DFIS +93,400+$2,693
DFAE +73,310+$2,081
DISV +65,082+$2,064
DFAS +63,496+$51,972
DFEV +43,371+$1,249
SPHY +22,800+$553
AVIG +17,183+$766
EntityShares/Amount
Change
Position Value
Change
DFUV -135,943+$17,116
DFAT -109,300+$47,087
AAPL -3,562+$664
GOOG -3,360-$421
INTC -2,000-$2
UNP -1,194-$193
IJR -1,108+$48
SPY -907-$209
V -800-$141
Size ($ 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

All Stocks Held By Index Fund Advisors Inc.
As of  12/31/2023, we find all stocks held by Index Fund Advisors Inc. to be as follows, presented in the table below with each row detailing each Index Fund Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Index Fund Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Index Fund Advisors Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAT) 7,843,529 -109,300 $410,452
     DFAT7,843,529-109,300$410,452
DIMENSIONAL ETF TRUST (DFAS) 6,821,804 +63,496 $406,716
     DFAS6,821,804+63,496$406,716
DIMENSIONAL ETF TRUST (DFUS) 6,020,703 +14,994 $312,053
     DFUS6,020,703+14,994$312,053
DIMENSIONAL ETF TRUST (DFUV) 6,794,057 -135,943 $252,875
     DFUV6,794,057-135,943$252,875
DIMENSIONAL ETF TRUST (DFIV) 3,694,909 +15,998 $126,957
     DFIV3,694,909+15,998$126,957
DIMENSIONAL ETF TRUST (DFSV) 1,307,071 +322,383 $38,062
     DFSV1,307,071+322,383$38,062
VANGUARD BD INDEX FDS (BND) 271,881 +11,032 $19,997
     BND271,881+11,032$19,997
DIMENSIONAL ETF TRUST (DFLV) 605,684 +197,584 $16,384
     DFLV605,684+197,584$16,384
DIMENSIONAL ETF TRUST (DFGR) 467,074 +246,266 $12,135
     DFGR467,074+246,266$12,135
APPLE INC 59,751 -3,562 $11,504
     AAPL59,751-3,562$11,504
DIMENSIONAL ETF TRUST (DFIS) 288,578 +93,400 $6,975
     DFIS288,578+93,400$6,975
DIMENSIONAL ETF TRUST (DFAE) 277,010 +73,310 $6,679
     DFAE277,010+73,310$6,679
DIMENSIONAL ETF TRUST (DISV) 257,644 +65,082 $6,643
     DISV257,644+65,082$6,643
ISHARES TR (IVV) 11,277 -211 $5,386
     IVV11,277-211$5,386
VANGUARD INDEX FDS (VB) 21,548 +59 $4,597
     VB21,548+59$4,597
VANGUARD INDEX FDS (VTI) 15,736 +34 $3,733
     VTI15,736+34$3,733
SUNSTONE HOTEL INVS INC NEW 346,482 +2,553 $3,718
     SHO346,482+2,553$3,718
DIMENSIONAL ETF TRUST (DFEV) 144,866 +43,371 $3,651
     DFEV144,866+43,371$3,651
VANGUARD INDEX FDS (VBR) 19,619 +60 $3,531
     VBR19,619+60$3,531
DIMENSIONAL ETF TRUST (DFAC) 106,166 -503 $3,103
     DFAC106,166-503$3,103
AMERICAN CENTY ETF TR (AVGE) 44,784 +10,934 $2,900
     AVGE44,784+10,934$2,900
AMAZON COM INC 13,900 +320 $2,112
     AMZN13,900+320$2,112
VANGUARD INDEX FDS (VO) 8,832 +21 $2,055
     VO8,832+21$2,055
MICROSOFT CORP 5,006 -633 $1,882
     MSFT5,006-633$1,882
VANGUARD INDEX FDS (VOE) 12,827 +31 $1,860
     VOE12,827+31$1,860
SPDR S&P 500 ETF TR (SPY) 3,726 -907 $1,771
     SPY3,726-907$1,771
AMERICAN CENTY ETF TR (AVIG) 38,954 +17,183 $1,629
     AVIG38,954+17,183$1,629
SPDR SER TR (SDY) 12,241 UNCH $1,530
     SDY12,241UNCH$1,530
SPDR SER TR (SPYV) 32,135 -80 $1,498
     SPYV32,135-80$1,498
VANGUARD INDEX FDS (VTV) 9,522 -517 $1,424
     VTV9,522-517$1,424
BERKSHIRE HATHAWAY INC DEL      $1,204
     BRK.B1,854-1$661
     BRK.A1UNCH$543
ISHARES TR (IJR) 10,983 -1,108 $1,189
     IJR10,983-1,108$1,189
VANGUARD BD INDEX FDS (BIV) 14,801 +159 $1,130
     BIV14,801+159$1,130
ISHARES TR (ITOT) 10,177 -100 $1,071
     ITOT10,177-100$1,071
DIMENSIONAL ETF TRUST (DFSD) 22,046 +233 $1,036
     DFSD22,046+233$1,036
SPDR SER TR (SPHY) 42,801 +22,800 $1,001
     SPHY42,801+22,800$1,001
VANGUARD INTL EQUITY INDEX F (VEU) 16,309 +244 $916
     VEU16,309+244$916
VANGUARD INTL EQUITY INDEX F (VT) 8,358 -322 $860
     VT8,358-322$860
VANGUARD INDEX FDS (VOO) 1,925 -30 $841
     VOO1,925-30$841
SCHWAB STRATEGIC TR 17,363 +79 $820
     SCHA17,363+79$820
SCHWAB STRATEGIC TR 22,669 +442 $791
     SCHC22,669+442$791
VANGUARD INDEX FDS (VNQ) 8,766 +192 $775
     VNQ8,766+192$775
ISHARES TR (IJS) 6,946 +468 $716
     IJS6,946+468$716
ISHARES TR (IVLU) 25,593 +460 $678
     IVLU25,593+460$678
AMERICAN CENTY ETF TR (AVSF) 14,073 +197 $653
     AVSF14,073+197$653
ISHARES INC (IEMG) 12,250 -768 $620
     IEMG12,250-768$620
ISHARES TR (ISCF) 18,786 +328 $604
     ISCF18,786+328$604
ISHARES TR (SCZ) 9,740 +22 $603
     SCZ9,740+22$603
SPDR INDEX SHS FDS (EWX) 9,535 +114 $538
     EWX9,535+114$538
SCHWAB CHARLES CORP 7,746 +512 $533
     SCHW7,746+512$533
ALPHABET INC 3,637 -536 $508
     GOOGL3,637-536$508
SCHWAB STRATEGIC TR 18,405 +429 $500
     FNDE18,405+429$500
MANAGER DIRECTED PORTFOLIOS 47,673 +47,673 $475
     VGSR47,673+47,673$475
INVESCO QQQ TR 1,094 -74 $448
     QQQ1,094-74$448
JPMORGAN CHASE & CO 2,615 -689 $445
     JPM2,615-689$445
SCHWAB STRATEGIC TR 11,716 +154 $433
     SCHF11,716+154$433
DIMENSIONAL ETF TRUST (DUHP) 13,723 +13,723 $393
     DUHP13,723+13,723$393
ORACLE CORP 3,728 -240 $393
     ORCL3,728-240$393
SCHWAB STRATEGIC TR 8,365 +102 $390
     SCHZ8,365+102$390
ISHARES INC (EEMS) 6,702 +31 $387
     EEMS6,702+31$387
ISHARES TR (EFA) 5,084 +17 $383
     EFA5,084+17$383
ELI LILLY & CO 636 -82 $371
     LLY636-82$371
VISA INC 1,420 -800 $370
     V1,420-800$370
UNITEDHEALTH GROUP INC 697 -81 $367
     UNH697-81$367
ALPHABET INC 2,500 -3,360 $352
     GOOG2,500-3,360$352
META PLATFORMS INC 967 UNCH $342
     META967UNCH$342
TESLA INC 1,322 UNCH $328
     TSLA1,322UNCH$328
ISHARES TR (EFV) 6,003 +22 $313
     EFV6,003+22$313
INVESCO EXCH TRADED FD TR II (PDN) 9,506 UNCH $309
     PDN9,506UNCH$309
EXXON MOBIL CORP 3,011 -130 $301
     XOM3,011-130$301
AMERICAN CENTY ETF TR (AVUV) 3,295 +152 $296
     AVUV3,295+152$296
UNION PAC CORP 1,194 -1,194 $293
     UNP1,194-1,194$293
AMGEN INC 990 +200 $285
     AMGN990+200$285
AMERICAN CENTY ETF TR (AVDV) 4,260 +529 $266
     AVDV4,260+529$266
SCHWAB STRATEGIC TR 4,647 +4,647 $259
     SCHB4,647+4,647$259
HONEYWELL INTL INC 1,210 UNCH $254
     HON1,210UNCH$254
SCHWAB STRATEGIC TR 4,061 +3 $252
     FNDX4,061+3$252
VANGUARD BD INDEX FDS (BSV) 3,253 +7 $251
     BSV3,253+7$251
AMERICAN CENTY ETF TR (AVSC) 4,852 +149 $248
     AVSC4,852+149$248
INTEL CORP 4,651 -2,000 $234
     INTC4,651-2,000$234
NVIDIA CORPORATION 472 -350 $234
     NVDA472-350$234
DIMENSIONAL ETF TRUST (DFAU) 6,816 UNCH $227
     DFAU6,816UNCH$227
PPG INDS INC 1,491 +1,491 $223
     PPG1,491+1,491$223
SCHWAB STRATEGIC TR 8,971 +220 $222
     SCHE8,971+220$222
SCHWAB STRATEGIC TR 3,913 +3,913 $221
     SCHX3,913+3,913$221
PROVIDENT FINL SVCS INC 11,747 UNCH $212
     PFS11,747UNCH$212
INVESCO EXCHANGE TRADED FD T (RSP) 1,290 +1,290 $204
     RSP1,290+1,290$204
F N B CORP 13,935 +13,935 $192
     FNB13,935+13,935$192
SPRINKLR INC 11,163 +0 $134
     CXM11,163UNCH$134
ALCON AG $0 (exited)
     ALC0-2,800$0
AMERICAN EXPRESS CO $0 (exited)
     AXP0-1,402$0
BANK AMERICA CORP $0 (exited)
     BAC0-7,411$0
CONOCOPHILLIPS $0 (exited)
     COP0-3,288$0
CINTAS CORP $0 (exited)
     CTAS0-560$0
CHEVRON CORP NEW $0 (exited)
     CVX0-1,833$0
DANAHER CORPORATION $0 (exited)
     DHR0-852$0
HOME DEPOT INC $0 (exited)
     HD0-852$0
JACOBS SOLUTIONS INC $0 (exited)
     J0-9,211$0
MARTIN MARIETTA MATLS INC $0 (exited)
     MLM0-518$0
PEPSICO INC $0 (exited)
     PEP0-1,298$0
ROCKWELL AUTOMATION INC $0 (exited)
     ROK0-750$0
ROPER TECHNOLOGIES INC $0 (exited)
     ROP0-450$0
THERMO FISHER SCIENTIFIC INC 0 -459 $0 (exited)
     TMO0-459$0

See Summary: Index Fund Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Index Fund Advisors Inc.

All Stocks Held By Index Fund Advisors Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.