Index Fund Advisors, Inc.

CIK 0001665097 • 6 13F filings • Apr 30, 2025 – Aug 13, 2026

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Filer information

Filed by: Index Fund Advisors, Inc., Co-Chief Compliance Officer
Address: 19200 VON KARMAN AVE., SUITE 150, IRVINE, CA, 92612
Phone: 949-428-0442
AUM: $2.13B

AUM over time

$2.52B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $2.13B144 positionsView on SEC.gov

			% of Portfolio
AAON INC	COM PAR $0.004	$281K	0.0%Prev: 0.0%	3,684 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.6M	0.1%Prev: 0.1%	5,003 SH	Increased-50 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.1%Prev: 0.1%	4,787 SH	Increased-374 SH
AMAZON COM INC	COM	$6.7M	0.3%Prev: 0.3%	29,131 SH	Increased-601 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$6.5M	0.3%Prev: 0.3%	76,081 SH	Increased+5,378 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$2.6M	0.1%Prev: 0.1%	61,602 SH	Increased+1,554 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$6.7M	0.3%Prev: 0.3%	107,357 SH	Increased+19,226 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.5M	0.2%Prev: 0.2%	37,275 SH	Increased+564 SH
AMPHENOL CORP NEW	CL A	$2.9M	0.1%Prev: 0.1%	21,210 SH	Increased+1 SH
APPLE INC	COM	$5.9M	0.3%Prev: 0.3%	21,828 SH	Decreased-2,042 SH
ARISTA NETWORKS INC	COM SHS	$431K	0.0%Prev: 0.0%	3,289 SH	Decreased+3 SH
BANK AMERICA CORP	COM	$378K	0.0%Prev: 0.0%	6,875 SH	Increased+76 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.0%Prev: 0.0%	2,053 SH	Increased+3 SH
BLOCK INC	CL A	$235K	0.0%Prev: 0.0%	3,611 SH	Decreased-8 SH
BROADCOM INC	COM	$758K	0.0%Prev: 0.0%	2,190 SH	Increased+479 SH
CADENCE DESIGN SYSTEM INC	COM	$279K	0.0%Prev: 0.0%	891 SH	Decreased-1 SH
CELSIUS HLDGS INC	COM NEW	$644K	0.0%Prev: 0.0%	14,078 SH	Decreased-5 SH
CLOUDFLARE INC	CL A COM	$2.1M	0.1%Prev: 0.1%	10,732 SH	Decreased-1 SH
COSTAR GROUP INC	COM	$221K	0.0%Prev: 0.0%	3,283 SH	Decreased
COSTCO WHSL CORP NEW	COM	$9.6M	0.4%Prev: 0.5%	11,105 SH	Decreased-241 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.6M	0.1%Prev: 0.0%	36,436 SH	Increased+27,718 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$447K	0.0%	13,501 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$242K	0.0%	7,498 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$14.8M	0.7%Prev: 0.6%	439,842 SH	Increased+31,045 SH
DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$1.4M	0.1%Prev: 0.1%	23,698 SH	Increased-234 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$17.5M	0.8%Prev: 0.8%	537,666 SH	Increased+23,975 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$241K	0.0%Prev: 0.0%	4,465 SH	Decreased+111 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.4M	0.1%Prev: 0.0%	24,964 SH	Increased+20,461 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$1.4M	0.1%Prev: 0.0%	25,734 SH	Increased+21,180 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$22.6M	1.1%Prev: 1.0%	856,707 SH	Increased+65,507 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$178.2M	8.4%Prev: 8.1%	3,571,373 SH	Increased-57,403 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.3M	0.1%	38,758 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$852K	0.0%Prev: 0.0%	26,916 SH	Increased+12,848 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$21.0M	1.0%Prev: 0.9%	636,492 SH	Increased+26,215 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$22.2M	1.0%Prev: 1.0%	582,980 SH	Increased+26,126 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.2M	0.1%Prev: 0.1%	65,713 SH	Increased+27,565 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$5.1M	0.2%Prev: 0.1%	101,099 SH	Increased+56,534 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$323K	0.0%Prev: 0.0%	6,909 SH	Decreased-248 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	0.4%Prev: 0.2%	232,355 SH	Increased+123,714 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$367.3M	17.2%Prev: 17.5%	4,952,650 SH	Increased-40,206 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$4.5M	0.2%Prev: 0.1%	118,140 SH	Increased+48,401 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$41.2M	1.9%Prev: 1.8%	1,205,736 SH	Increased+66,248 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$267.1M	12.5%Prev: 12.6%	5,733,670 SH	Increased-93,610 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$407.2M	19.1%Prev: 19.5%	5,844,597 SH	Increased-12,235 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$84.1M	3.9%Prev: 3.7%	2,556,867 SH	Increased+129,096 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$383.6M	18.0%Prev: 18.4%	6,442,632 SH	Increased-77,874 SH
DREAM FINDERS HOMES INC	COM CL A	$199K	0.0%Prev: 0.0%	11,609 SH	Decreased+1 SH
EATON CORP PLC	SHS	$290K	0.0%Prev: 0.0%	909 SH	Decreased+1 SH
ECOLAB INC	COM	$445K	0.0%Prev: 0.0%	1,695 SH	Decreased-2 SH
ELI LILLY & CO	COM	$1.3M	0.1%Prev: 0.0%	1,252 SH	Increased+7 SH
EQUIFAX INC	COM	$220K	0.0%Prev: 0.0%	1,013 SH	Decreased-1 SH
FAIR ISAAC CORP	COM	$1.4M	0.1%Prev: 0.1%	805 SH	Increased+1 SH
GE AEROSPACE	COM NEW	$235K	0.0%	763 SH	New
GOOSEHEAD INS INC	COM CL A	$1.1M	0.0%Prev: 0.1%	14,309 SH	Decreased-2 SH
HAWKINS INC	COM	$280K	0.0%Prev: 0.0%	1,968 SH	Decreased+1 SH
IDEXX LABS INC	COM	$223K	0.0%Prev: 0.0%	329 SH	Increased+1 SH
INTUITIVE SURGICAL INC	COM NEW	$502K	0.0%Prev: 0.0%	887 SH	Increased
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$401K	0.0%Prev: 0.0%	9,506 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$204K	0.0%Prev: 0.0%	4,455 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.1%Prev: 0.1%	1,771 SH	Increased+1 SH
ISHARES INC	CORE MSCI EMKT	$636K	0.0%Prev: 0.0%	9,463 SH	Decreased-397 SH
ISHARES INC	EM MKT SM-CP ETF	$474K	0.0%Prev: 0.0%	7,028 SH	Decreased-160 SH
ISHARES TR	0-3 MNTH TREASRY	$38.3M	1.8%Prev: 1.9%	381,204 SH	Decreased-8,579 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.1%Prev: 0.1%	9,940 SH	Decreased-298 SH
ISHARES TR	CORE S&P TTL STK	$1.5M	0.1%Prev: 0.1%	10,109 SH	Increased
ISHARES TR	CORE S&P500 ETF	$8.4M	0.4%Prev: 0.4%	12,301 SH	Increased-259 SH
ISHARES TR	EAFE SML CP ETF	$521K	0.0%Prev: 0.0%	6,723 SH	Decreased-111 SH
ISHARES TR	EAFE VALUE ETF	$351K	0.0%Prev: 0.0%	4,917 SH	Increased-236 SH
ISHARES TR	INTERNATIONAL SL	$702K	0.0%Prev: 0.0%	16,918 SH	Decreased-641 SH
ISHARES TR	MORNINGSTR US EQ	$264K	0.0%Prev: 0.0%	2,800 SH	Increased
ISHARES TR	MSCI EAFE ETF	$332K	0.0%Prev: 0.0%	3,460 SH	Decreased-1,178 SH
ISHARES TR	MSCI INTL VLU FT	$895K	0.0%Prev: 0.0%	23,523 SH	Increased-152 SH
ISHARES TR	SP SMCP600VL ETF	$477K	0.0%Prev: 0.0%	4,195 SH	Increased+20 SH
JOHNSON & JOHNSON	COM	$6.5M	0.3%Prev: 0.3%	31,178 SH	Increased+2 SH
JPMORGAN CHASE & CO.	COM	$633K	0.0%Prev: 0.0%	1,965 SH	Increased+12 SH
KENVUE INC	COM	$548K	0.0%Prev: 0.0%	31,756 SH	Increased+32 SH
KINSALE CAP GROUP INC	COM	$250K	0.0%Prev: 0.0%	638 SH	Decreased+1 SH
LAM RESEARCH CORP	COM NEW	$324K	0.0%Prev: 0.0%	1,893 SH	Increased+186 SH
MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$878K	0.0%Prev: 0.0%	84,420 SH	Decreased-2,115 SH
MARRIOTT INTL INC NEW	CL A	$749K	0.0%Prev: 0.0%	2,414 SH	Increased+2 SH
MARVELL TECHNOLOGY INC	COM	$630K	0.0%Prev: 0.0%	7,415 SH	Increased+4 SH
MERCADOLIBRE INC	COM	$874K	0.0%Prev: 0.0%	434 SH	Decreased
META PLATFORMS INC	CL A	$4.1M	0.2%Prev: 0.2%	6,194 SH	Decreased+109 SH
MICROSOFT CORP	COM	$4.4M	0.2%Prev: 0.2%	9,095 SH	Decreased-290 SH
MORNINGSTAR INC	COM	$447K	0.0%Prev: 0.0%	2,059 SH	Decreased-2 SH
NCINO INC	COM	$400K	0.0%Prev: 0.0%	15,595 SH	Decreased-2 SH
NETFLIX INC	COM	$745K	0.0%Prev: 0.0%	7,950 SH	Decreased+7,146 SH
NVIDIA CORPORATION	COM	$6.9M	0.3%Prev: 0.4%	36,881 SH	Decreased-1,868 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$684K	0.0%Prev: 0.0%	6,241 SH	Decreased
ON HLDG AG	NAMEN AKT A	$268K	0.0%Prev: 0.0%	5,773 SH	Increased
ONESTREAM INC	CL A	$341K	0.0%Prev: 0.0%	18,570 SH	Decreased
OREILLY AUTOMOTIVE INC	COM	$356K	0.0%Prev: 0.0%	3,901 SH	Decreased
PROGRESSIVE CORP	COM	$823K	0.0%Prev: 0.0%	3,616 SH	Decreased-3 SH
REVOLVE GROUP INC	CL A	$403K	0.0%Prev: 0.0%	13,360 SH	Increased
ROLLINS INC	COM	$205K	0.0%Prev: 0.0%	3,423 SH	Increased+3 SH
ROPER TECHNOLOGIES INC	COM	$218K	0.0%Prev: 0.0%	489 SH	Decreased-1 SH
ROSS STORES INC	COM	$321K	0.0%Prev: 0.0%	1,780 SH	Increased+2 SH
RTX CORPORATION	COM	$253K	0.0%Prev: 0.0%	1,380 SH	Increased
RYAN SPECIALTY HOLDINGS INC	CL A	$406K	0.0%Prev: 0.0%	7,869 SH	Decreased
S&P GLOBAL INC	COM	$338K	0.0%Prev: 0.0%	646 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$641K	0.0%Prev: 0.0%	17,777 SH	Increased+275 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$295K	0.0%Prev: 0.0%	10,842 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$263K	0.0%Prev: 0.0%	10,925 SH	Increased+129 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$883K	0.0%Prev: 0.0%	19,389 SH	Decreased-148 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$256K	0.0%	10,940 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$344K	0.0%Prev: 0.0%	13,114 SH	Increased+19 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$294K	0.0%Prev: 0.0%	10,934 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$983K	0.0%Prev: 0.0%	34,521 SH	Increased+137 SH
SERVICENOW INC	COM	$436K	0.0%Prev: 0.0%	2,848 SH	Decreased+2,278 SH
SERVISFIRST BANCSHARES INC	COM	$826K	0.0%Prev: 0.0%	11,509 SH	Decreased-2 SH
SHOPIFY INC	CL A SUB VTG SHS	$873K	0.0%Prev: 0.0%	5,423 SH	Increased
SNOWFLAKE INC	COM SHS	$778K	0.0%Prev: 0.0%	3,546 SH	Decreased
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$538K	0.0%Prev: 0.0%	8,202 SH	Decreased-176 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.1%Prev: 0.1%	2,663 SH	Decreased-126 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$286K	0.0%Prev: 0.0%	474 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$2.6M	0.1%	54,319 SH	New
STATE STR CORP	COM	$730K	0.0%Prev: 0.0%	5,662 SH	Increased+1 SH
TESLA INC	COM	$1.4M	0.1%Prev: 0.1%	3,076 SH	Increased+3 SH
UBER TECHNOLOGIES INC	COM	$726K	0.0%Prev: 0.0%	8,880 SH	Decreased+37 SH
VANECK ETF TRUST	GOLD MINERS ETF	$6.6M	0.3%Prev: 0.3%	77,234 SH	Increased-5,135 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$35.8M	1.7%Prev: 1.7%	482,819 SH	Increased+8,812 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$435K	0.0%Prev: 0.0%	1,382 SH	Increased+1 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.0M	0.1%Prev: 0.1%	11,367 SH	Decreased-198 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.1%Prev: 0.1%	8,314 SH	Decreased-568 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.5M	0.1%Prev: 0.1%	28,603 SH	Decreased-304 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.1%Prev: 0.1%	4,002 SH	Increased+11 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.6M	0.2%Prev: 0.2%	16,975 SH	Decreased-508 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.4M	0.3%Prev: 0.3%	20,829 SH	Decreased-422 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15.9M	0.7%Prev: 0.8%	47,542 SH	Increased+105 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.1%Prev: 0.1%	7,667 SH	Increased-15 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	0.1%Prev: 0.1%	17,380 SH	Increased+293 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$304K	0.0%Prev: 0.0%	5,653 SH	Decreased-1,360 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$301K	0.0%Prev: 0.0%	3,604 SH	Increased+18 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.1%Prev: 0.1%	26,995 SH	Increased+7,524 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$306K	0.0%Prev: 0.0%	3,834 SH	Increased+753 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$433K	0.0%Prev: 0.0%	1,968 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$17.0M	0.8%Prev: 0.8%	225,385 SH	Increased+3,765 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$394K	0.0%Prev: 0.0%	6,310 SH	Increased+106 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$350K	0.0%Prev: 0.0%	2,441 SH	Increased+1 SH
VANGUARD WORLD FD	INF TECH ETF	$4.9M	0.2%Prev: 0.2%	6,498 SH	Increased+2 SH
VISA INC	COM CL A	$2.9M	0.1%Prev: 0.1%	8,226 SH	Decreased-291 SH
WELLS FARGO CO NEW	COM	$313K	0.0%Prev: 0.0%	3,360 SH	Increased+7 SH
WINGSTOP INC	COM	$267K	0.0%Prev: 0.0%	1,118 SH	Decreased
WORKDAY INC	CL A	$227K	0.0%Prev: 0.0%	1,058 SH	Decreased-3 SH

Sold (vs prior filing)

DATADOG INC — $207K
HOME DEPOT INC — $236K
HONEYWELL INTL INC — $209K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $1.3M
THE TRADE DESK INC — $246K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001665097-26-000002	$2.13B	View
Oct 22, 2025	Q3 2025	13F-HR	0001665097-25-000011	$2.06B	View
Aug 13, 2026	Q2 2026