Index Fund Advisors, Inc. Reduced Holdings in Q1 2025

Index Fund Advisors, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-693K
- 10.59%
$58.81 - $68.2 $40.7M - $47.2M
5.85M $350M
DFAT
Dimensional ETF Tr U S Target

ETFs
-884K
- 12.28%
$50.44 - $58.1 $44.6M - $51.4M
6.31M $325M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-643K
- 11.07%
$59.61 - $66.71 $38.3M - $42.9M
5.16M $312M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-751K
- 12.19%
$39.96 - $43.3 $30M - $32.5M
5.41M $223M
AAPL
Apple Inc.

Technology
-46K
- 74.68%
$209.68 - $247.1 $9.64M - $11.4M
15.6K $3.46M
DFIV
Dimensional ETF Tr

ETFs
-426K
- 11.78%
$35.33 - $40.77 $15.1M - $17.4M
3.19M $126M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.99K
- 53.94%
$190.26 - $242.06 $1.52M - $1.93M
6.82K $1.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-44.4K
- 48.69%
$23.32 - $23.84 $1.04M - $1.06M
46.8K $1.1M
MSFT
Microsoft Corp

Technology
-2.06K
- 35.28%
$375.39 - $447.2 $772K - $919K
3.77K $1.42M
VB
Vanguard Small Cap ETF

ETFs
-445
- 2.04%
$217.89 - $252.64 $97K - $112K
21.3K $4.73M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.28K
- 6.58%
$32.42 - $36.13 $236K - $263K
103K $3.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-60
- 0.55%
$554.06 - $615.85 $33.2K - $37K
10.8K $6.06M
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 47.52%
$225.19 - $279.95 $308K - $383K
1.51K $370K
META
Meta Platforms, Inc.

Communication Services
-468
- 19.93%
$576.36 - $736.67 $270K - $345K
1.88K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.73K
- 13.02%
$156.61 - $168.02 $270K - $290K
11.5K $1.85M
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 31.25%
$154.33 - $206.19 $170K - $227K
2.42K $374K
GOOG
Alphabet Inc.

Communication Services
-1.22K
- 42.07%
$156.06 - $207.71 $190K - $253K
1.68K $262K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.37K
- 11.8%
$102.49 - $119.96 $141K - $165K
10.3K $1.07M
VGT
Vanguard Information Technolog

ETFs
-200
- 10.67%
$542.38 - $646.34 $108K - $129K
1.68K $908K
TSLA
Tesla, Inc.

Consumer Cyclical
-175
- 13.79%
$222.15 - $428.22 $38.9K - $74.9K
1.09K $283K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.3K
- 13.57%
$49.78 - $53.19 $214K - $229K
27.4K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-199
- 4.28%
$507.05 - $563.67 $101K - $112K
4.45K $2.29M
LLY
Eli Lilly & CO

Healthcare
-176
- 27.29%
$725.72 - $929.72 $128K - $164K
469 $387K
AVDV
American Centy ETF Tr Avantis

ETFs
-1.9K
- 35.27%
$63.74 - $71.96 $121K - $137K
3.49K $243K
VTV
Vanguard Value ETF

ETFs
-791
- 9.15%
$167.73 - $179.21 $133K - $142K
7.85K $1.36M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.48K
- 14.93%
$55.48 - $59.47 $82.2K - $88.1K
8.44K $477K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.83K
- 25.93%
$21.75 - $24.28 $83.3K - $93K
10.9K $241K
AVGO
Broadcom Inc.

Technology
-10
- 0.66%
$167.43 - $244.7 $1.67K - $2.45K
1.51K $252K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-245
- 0.71%
$23.16 - $27.04 $5.67K - $6.62K
34.2K $800K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.24K
- 7.33%
$46.74 - $47.55 $105K - $107K
28.3K $1.35M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.32K
- 14.48%
$33.57 - $37.22 $111K - $123K
19.6K $702K
HON
Honeywell International Inc

Industrials
-236
- 19.46%
$202.75 - $226.52 $47.8K - $53.5K
977 $206K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-985
- 6.18%
$21.23 - $23.75 $20.9K - $23.4K
15K $322K
IEMG
Ishares Inc

ETFs
-700
- 6.53%
N/A
10K $537K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 6.76%
$522.96 - $601.18 $17.8K - $20.4K
469 $250K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.36K
- 11.17%
$23.03 - $25.01 $31.4K - $34.1K
10.8K $255K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.93K
- 14.5%
$26.71 - $31.58 $105K - $124K
23.2K $701K
AVSF
American Centy ETF Tr Avantis

ETFs
-739
- 12.4%
$45.96 - $46.74 $34K - $34.5K
5.22K $243K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.64K
- 8.47%
$31.42 - $34.87 $51.4K - $57K
17.7K $595K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.91K
- 9.94%
$28.11 - $32.0 $53.8K - $61.2K
17.3K $534K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.25K
- 12.46%
$22.46 - $23.26 $28K - $29K
8.74K $202K
ABBV
Abb Vie Inc.

Healthcare
-322
- 22.93%
$169.2 - $216.66 $54.5K - $69.8K
1.08K $226K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 1.5%
N/A
1.97K $358K
MSTR
Microstrategy Inc

Technology
-12
- 1.35%
$239.27 - $396.5 $2.87K - $4.76K
879 $253K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-922
- 7.89%
$18.36 - $20.51 $16.9K - $18.9K
10.8K $212K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-61
- 2.36%
$126.11 - $135.06 $7.69K - $8.24K
2.52K $325K
Dimensional ETF Trust
-1.32K
- 8.19%
N/A
14.7K $0
Dimensional ETF Trust
-255
- 5.31%
N/A
4.54K $0
Manager Directed Portfolios
-2.58K
- 3.38%
N/A
73.8K $0
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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