Institutional Fund
Index Fund Advisors, Inc.
Irvine, CACIK 16650975 filings on record
Portfolio Value
$2.22B
Q1 2026
Holdings
127
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+4.3%
from $2.13B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust18.9%
- Dimensional ETF Trust17.9%
- Dimensional ETF Trust15.8%
- Dimensional ETF Trust12.5%
- Dimensional ETF Trust8.4%
- Dimensional ETF Trust4.4%
- Other22.1%
Portfolio Holdings
127 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 5.90M | $419.74M | 18.9% | +56.4K | Added |
| 2 | Dimensional ETF Trust | 6.38M | $398.67M | 17.9% | −58.8K | Reduced |
| 3 | Dimensional ETF Trust | 4.95M | $351.16M | 15.8% | −507 | Reduced |
| 4 | Dimensional ETF Trust | 5.74M | $278.10M | 12.5% | +5.1K | Added |
| 5 | Dimensional ETF Trust | 3.55M | $187.40M | 8.4% | −20.8K | Reduced |
| 6 | Dimensional ETF Trust | 2.76M | $96.77M | 4.4% | +204.9K | Added |
| 7 | Dimensional ETF Trust | 1.37M | $48.86M | 2.2% | +162.6K | Added |
| 8 | Ishares Tr | 389.8K | $39.24M | 1.8% | +8.6K | Added |
| 9 | Vanguard Bd Index Fds | 477.2K | $35.14M | 1.6% | −5.6K | Reduced |
| 10 | Dimensional ETF Trust | 625.1K | $24.65M | 1.1% | +42.1K | Added |
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