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Index Fund Advisors, Inc. Top Holdings and 13F Report (2026)

About Index Fund Advisors, Inc.

Investment Activity

  • Index Fund Advisors, Inc. has $2.22 billion in total holdings as of March 31, 2026.
  • Index Fund Advisors, Inc. owns shares of 127 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 3.65% of the portfolio was purchased this quarter.
  • About 1.36% of the portfolio was sold this quarter.
  • This quarter, Index Fund Advisors, Inc. has purchased 146 new stocks and bought additional shares in 74 stocks.
  • Index Fund Advisors, Inc. sold shares of 29 stocks and completely divested from 34 stocks this quarter.

Largest New Holdings this Quarter

37637Q105 - GLACIER BANCORP INC NEW
$9,539,815 Holding
00287Y109 - AbbVie
$1,026,400 Holding
92203C303 - Vanguard Ultra-Short Bond ETF
$840,421 Holding
464288679 - iShares Short Treasury Bond ETF
$832,120 Holding
025072877 - Avantis U.S. Small Cap Value ETF
$691,525 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
334,782 shares (about $13.01M)
GLACIER BANCORP INC NEW
213,562 shares (about $9.54M)
Dimensional US Small Cap Value ETF
204,909 shares (about $7.18M)
Dimensional US Large Cap Value ETF
162,614 shares (about $5.81M)
Dimensional US High Profitability ETF
126,677 shares (about $4.66M)

Largest Sales this Quarter

Dimensional U.S. Targeted Value ETF
58,833 shares (about $3.67M)
VanEck Gold Miners ETF
18,590 shares (about $1.71M)
Visa
4,513 shares (about $1.36M)
Cloudflare
5,456 shares (about $1.13M)
Dimensional International Value ETF
20,811 shares (about $1.10M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndex Fund Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$419,737,438$4,011,234 â–²1.0%5,900,99018.9%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$398,668,256$3,674,121 â–¼-0.9%6,383,79917.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$351,156,434$35,951 â–¼0.0%4,952,14315.8%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$278,099,958$246,322 â–²0.1%5,738,75312.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$187,398,673$1,098,405 â–¼-0.6%3,550,5628.4%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$96,772,640$7,180,012 â–²8.0%2,761,7764.4%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$48,863,775$5,806,946 â–²13.5%1,368,3502.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$39,238,501$866,482 â–²2.3%389,8121.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$35,143,932$410,837 â–¼-1.2%477,2401.6%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$24,653,847$1,661,133 â–²7.2%625,0981.1%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$23,435,053$663,782 â–²2.9%881,6801.1%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$22,790,459$1,359,764 â–²6.3%676,8771.0%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$22,038,925$13,009,617 â–²144.1%567,1371.0%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$19,202,575$997,211 â–²5.5%567,1170.9%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$17,470,170$1,732,612 â–²11.0%488,2660.8%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$17,397,592$18,121 â–²0.1%225,6200.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$15,195,085$56,783 â–¼-0.4%47,3650.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,119,849$54,802 â–²0.5%11,1600.5%Retail/Wholesale
GLACIER BANCORP INC NEW
$9,539,815$9,539,815 â–²New Holding213,5620.4%COM
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$8,999,473$4,656,647 â–²107.2%244,8170.4%ETF
AMERICAN CENTY ETF TR
$8,668,375$1,858,696 â–²27.3%136,6600.4%AVANTIS EMERGING
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,060,211$24,823 â–²0.3%12,3390.4%ETF
AVGE
Avantis All Equity Markets ETF
$7,635,384$938,733 â–²14.0%86,7460.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,556,377$1,064,782 â–¼-14.0%26,8220.3%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,435,184$3,139 â–²0.0%36,8990.3%Computer and Technology
DIMENSIONAL ETF TRUST
$5,846,879$720,135 â–²14.0%115,3000.3%ULTRASHORT FIXED
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$5,559,005$2,412,670 â–²76.7%116,1030.3%ETF
Apple Inc. stock logo
AAPL
Apple
$5,510,307$29,440 â–¼-0.5%21,7120.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,472,318$16,763 â–²0.3%20,8930.2%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$5,381,722$1,705,992 â–¼-24.1%58,6440.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,176,964$890,145 â–¼-14.7%24,8570.2%Retail/Wholesale
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$4,946,558$3,569,486 â–²259.2%139,2220.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,555,632$21,630 â–²0.5%6,5290.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,923,652$557,085 â–²16.5%10,6000.2%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,738,083$15,778 â–²0.4%37,4330.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,712,708$24,983 â–²0.7%17,0900.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$3,483,529$1,945,202 â–²126.4%82,5090.2%ETF
DIMENSIONAL ETF TRUST
$3,329,150$1,977,742 â–²146.3%61,4980.1%GLOBAL CR ETF
DIMENSIONAL ETF TRUST
$3,183,300$1,833,550 â–²135.8%60,6920.1%DIMENSIONAL INTE
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,061,345$1,481,060 â–²93.7%52,2950.1%ETF
Amphenol Corporation stock logo
APH
Amphenol
$2,691,635$11,751 â–²0.4%21,3030.1%Computer and Technology
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$2,676,066$117,102 â–²4.6%64,4210.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,648,295$256,942 â–²10.7%4,4320.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,626,755$89,675 â–²3.5%29,6140.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,569,004$974,963 â–¼-27.5%4,4900.1%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,394,957$7,466 â–²0.3%8,3400.1%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,107,078$12,347 â–²0.6%11,4340.1%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$2,104,270$1,237,031 â–²142.6%65,3090.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,901,148$462,418 â–²32.1%6,6110.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,766,285$622,717 â–²54.5%4,7510.1%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,726,854$5,203 â–¼-0.3%2,6550.1%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$1,682,533$1,216,078 â–²260.7%48,6990.1%ETF
DIMENSIONAL ETF TRUST
$1,659,064$122,002 â–²7.9%25,5790.1%EMERGING MRKTETS
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,513,229$7,865 â–²0.5%26,7450.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,508,654$4,317 â–²0.3%7,6890.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,439,900$142 â–²0.0%10,1100.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,417,907$44,749 â–²3.3%4,9430.1%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,307,224$1,953 â–²0.1%17,4060.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,237,405$1,740 â–²0.1%9,9540.1%ETF
Visa Inc. stock logo
V
Visa
$1,122,304$1,364,115 â–¼-54.9%3,7130.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,110,306$126,509 â–²12.9%2,3170.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,098,908$76,762 â–²7.5%1,9040.0%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,088,650$1,125,791 â–¼-50.8%5,2760.0%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,026,400$1,026,400 â–²New Holding4,7190.0%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,016,503$12,621 â–²1.3%34,9550.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$973,384$178,484 â–¼-15.5%1,0580.0%Medical
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$933,3830.0%23,5230.0%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$910,654$4,394 â–²0.5%19,4830.0%ETF
MANAGER DIRECTED PORTFOLIOS
$909,866$37,808 â–²4.3%88,0800.0%VERT GLB SUST RE
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$881,847$303,852 â–²52.6%2,9980.0%Finance
DEHP
Dimensional Emerging Markets High Profitability ETF
$874,681$621,326 â–²245.2%25,8860.0%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$840,421$840,421 â–²New Holding16,8810.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$832,120$832,120 â–²New Holding7,5380.0%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$734,159$297 â–¼0.0%7,4120.0%Computer and Technology
State Street Corporation stock logo
STT
State Street
$716,5830.0%5,6620.0%Finance
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$706,9850.0%16,9180.0%ETF
Schwab Fundamental Emerging Markets Equity ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Equity ETF
$700,062$19,896 â–²2.9%18,2970.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$691,525$691,525 â–²New Holding6,2600.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$659,451$628 â–¼-0.1%9,4540.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$652,678$25,067 â–¼-3.7%2,1090.0%Computer and Technology
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$567,981$16,324 â–²3.0%24,3560.0%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$544,339$2,050 â–²0.4%8,2330.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$499,656$27,523 â–¼-5.2%6,3720.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$497,751$829 â–²0.2%4,2020.0%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$479,191$479,191 â–²New Holding6,3010.0%Consumer Staples
Kenvue Inc. stock logo
KVUE
Kenvue
$468,320$79,148 â–¼-14.5%27,1650.0%Consumer Staples
iShares MSCI Emerging Markets Small-Cap ETF stock logo
EEMS
iShares MSCI Emerging Markets Small-Cap ETF
$462,511$23,658 â–¼-4.9%6,6860.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$413,170$299 â–²0.1%1,3830.0%ETF
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF stock logo
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
$412,2750.0%9,5060.0%ETF
LAM RESEARCH CORP
$404,886$427 â–²0.1%1,8950.0%COM NEW
ARISTA NETWORKS INC
$404,069$246 â–²0.1%3,2910.0%COM SHS
KLA Corporation stock logo
KLAC
KLA
$397,551$397,551 â–²New Holding2700.0%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$387,188$83,241 â–²27.4%4,8840.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$365,5770.0%4,9170.0%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$363,280$28,128 â–²8.4%7,4520.0%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$361,4680.0%2,4410.0%Financial Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$354,419$68,819 â–¼-16.3%1,6480.0%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$336,839$82,805 â–²32.6%14,5060.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$336,0660.0%3,4600.0%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$332,987$332,987 â–²New Holding1,9630.0%Energy

Showing largest 100 holdings. View all holdings.
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