account_balance

Investment manager · 13F filer · SEC CIK 1665097

Index Fund Advisors, Inc.

Reported value$2.37Bas of Sep 30, 2026
Positions131 5 new, 9 sold out
Top 10 weight84.7%DFAS alone is 19%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAS Dimensional ETF Trust 19.3% Held
DFUS Dimensional ETF Trust 17.6% Held
DFAT Dimensional ETF Trust 17.6% Held
DFUV Dimensional ETF Trust 13.4% Held
DFIV Dimensional ETF Trust 8.4% Held
DFLV Dimensional ETF Trust 2.6% Added +7%
SGOV iShares Tr 1.7% Trimmed −5%
BND Vanguard Bd Index FDS 1.5% Trimmed −4%
DFAC Dimensional ETF Trust 1.3% Added +13%
DISV Dimensional ETF Trust 1.3% Added +4%
DFIS Dimensional ETF Trust 1.1% Added +2%
DFAE Dimensional ETF Trust 1.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFGX +22%
  • DGCB +20%
  • DFSD +16%
  • DFIC +15%
arrow_downwardTrimmed
remove_circleSold out
  • DFSV $110M
  • DUHP $11.7M
  • DFGP $300K
  • QQQM $292K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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