Index Fund Advisors, Inc. Portfolio Holdings

Index Fund Advisors, Inc.

  • $1.8 Billion
  • Q4 2024

Index Fund Advisors, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.8 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $426M, Dimensional ETF Tr U S Target with a value of $401M, Dimensional ETF Tr U S Equity with a value of $370M, Dimensional ETF Tr Us Marketwi with a value of $252M, and Dimensional ETF Tr with a value of $128M.

Examining the 13F form we can see an decrease of $36.4M in the current position value, from $1.83B to 1.8B.

Below you can find more details about Index Fund Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.8 Billion
ETFs: $1.76 Billion
Technology: $19.6 Million
Financial Services: $4.34 Million
Consumer Cyclical: $3.76 Million
Communication Services: $2.6 Million
Real Estate: $2.29 Million
Healthcare: $1.83 Million
Industrials: $952,000
Other: $456,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$654,000 0.04% of portfolio
8,847
Q4 2024 Added 1.64%
$91.1B
$351,000 0.02% of portfolio
1,517
Q4 2024 Added 0.13%
$138B
$274,000 0.02% of portfolio
1,213
Q1 2024 Added 0.25%
$69.6B
$386,000 0.02% of portfolio
5,032
Q1 2024 New
$46.1B
$204,000 0.01% of portfolio
744
Q4 2024 New
$149B
$259,000 0.01% of portfolio
1,139
Q4 2024 Added 0.53%
$125B
$215,000 0.01% of portfolio
650
Q1 2024 New
$157B
$205,000 0.01% of portfolio
790
Q3 2024 Reduced 20.2%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $1.8 Billion
  • Prior Value $1.83 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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