IF

Index Fund Advisors, Inc.

13F
Index Fund Advisors, Inc.
Last update 2024-10-22 108 Stocks (14 new)
Value $1.89 Bil Turnover 1 %
Countries:
Top Holdings: DFAS(22.90%)DFAT(21.73%)DFUS(19.32%)DFUV(13.98%)DFIV(7.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Index Fund Advisors, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAS 		Dimensional U.S. Small Cap ETF
6,662,341
432119.420
-0.85%
22.900
-0.19%
4.790
+10.31%
+9.96%
9084.354
 
DFAT 		Dimensional U.S. Targeted Value ETF
7,369,519
409966.320
-1.83%
21.730
-0.40%
3.860
+8.35%
+6.90%
10683.351
 
DFUS 		Dimensional U.S. Equity Market ETF
5,859,313
364449.240
-1.02%
19.320
-0.20%
3.290
+11.81%
+20.90%
11497.176
 
DFUV 		Dimensional US Marketwide Value ETF
6,328,129
263819.680
-2.85%
13.980
-0.41%
2.330
+8.70%
+12.47%
11359.933
 
DFIV 		Dimensional International Value ETF
3,639,984
138610.610
-0.77%
7.350
-0.06%
1.700
+7.53%
+8.50%
8013.145
 
DFSV 		Dimensional US Small Cap Value ETF
1,809,486
55732.160
+11.91%
2.950
+0.31%
1.440
+8.35%
+6.46%
3940.100
 
DFLV 		Dimensional US Large Cap Value ETF
871,560
26852.760
+14.50%
1.420
+0.18%
1.030
+8.67%
+14.42%
2647.776
 
BND 		Vanguard Total Bond Market ETF
289,047
21710.340
+2.64%
1.150
+0.03%
0.020
-1.79%
-0.73%
112330.827
 
DFGR 		Dimensional Global Real Estate ETF
689,707
19904.940
+4.55%
1.050
+0.05%
0.910
+6.71%
+7.12%
2119.253
 
AAPL 		Apple Inc
63,408
14774.030
-0.39%
0.780
0%
0.000
+6.90%
+16.50%
3377630.649
Hardware

Index Fund Advisors, Inc.'s Historical Top Holdings Breakdowns

Index Fund Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFUV 		Dimensional US Marketwide Value ETF2024-09-30Reduce
-0.41%
●
38.51 ($40.41) 41.69
$41.86
3.59%
Reduce -2.85%
6,328,129
-185,400
DFAT 		Dimensional U.S. Targeted Value ETF2024-09-30Reduce
-0.40%
●
51 ($54.07) 57.07
$55.94
3.46%
Reduce -1.83%
7,369,519
-137,744
DFSV 		Dimensional US Small Cap Value ETF2024-09-30Add
+0.31%
●
28.25 ($29.97) 31.7
$31.00
3.44%
Add 11.91%
1,809,486
192,534
DFUS 		Dimensional U.S. Equity Market ETF2024-09-30Reduce
-0.20%
●
56.04 ($59.87) 62.2
$62.66
4.66%
Reduce -1.02%
5,859,313
-60,549
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Reduce
-0.19%
●
59.25 ($62.59) 65.33
$65.56
4.75%
Reduce -0.85%
6,662,341
-57,373
DFLV 		Dimensional US Large Cap Value ETF2024-09-30Add
+0.18%
●
28.48 ($29.79) 30.81
$30.95
3.89%
Add 14.5%
871,560
110,395
DFIS 		Dimensional International Small Cap ETF2024-09-30Add
+0.11%
●
24.06 ($25.64) 26.98
$25.73
0.35%
Add 18.15%
508,417
78,088
DISV 		Dimensional International Small Cap Value ETF2024-09-30Add
+0.10%
●
26.06 ($27.89) 29.18
$27.70
-0.68%
Add 17.65%
424,833
63,733
DFAE 		Dimensional Emerging Core Equity Market ETF2024-09-30Add
+0.10%
●
24.46 ($26.08) 27.8
$26.97
3.41%
Add 17.88%
437,860
66,415
DFEV 		Dimensional Emerging Markets Value ETF2024-09-30Add
+0.08%
●
25.73 ($27.38) 28.81
$27.96
2.12%
Add 24.03%
285,127
55,249

Index Fund Advisors, Inc. Total Holding History ($B)

To

Index Fund Advisors, Inc.'s Asset Allocation

To

Index Fund Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Index Fund Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Index Fund Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Index Fund Advisors, Inc.'s Holdings Heat Map

Size field:

Index Fund Advisors, Inc.'s Holdings Bubble Chart

Index Fund Advisors, Inc. News

  • 1

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