Index Fund Advisors, Inc. Portfolio Holdings

Index Fund Advisors, Inc.

  • $1.56 Billion
  • Q1 2025

Index Fund Advisors, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 95 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 $350M, Dimensional ETF Tr U S Target with a value of $325M, Dimensional ETF Tr U S Equity with a value of $312M, Dimensional ETF Tr Us Marketwi with a value of $223M, and Dimensional ETF Tr with a value of $126M.

Examining the 13F form we can see an decrease of $237M in the current position value, from $1.8B to 1.56B.

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

Portfolio value $1.56 Billion
ETFs: $1.55 Billion
Technology: $6.24 Million
Financial Services: $2.1 Million
Communication Services: $1.72 Million
Consumer Cyclical: $1.58 Million
Healthcare: $1.12 Million
Industrials: $206,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$3.46 Million 0.22% of portfolio
15,581
Q1 2025 Reduced 74.68%
$2.95T
$1.42 Million 0.09% of portfolio
3,771
Q1 2025 Reduced 35.28%
$1.88T
$1.3 Million 0.08% of portfolio
6,819
Q1 2025 Reduced 53.94%
$1.25T
$1.08 Million 0.07% of portfolio
1,880
Q1 2025 Reduced 19.93%
$694B
$995,000 0.06% of portfolio
1,870
Q1 2025 Reduced 12.94%
$271B
$553,000 0.04% of portfolio
5,106
Q1 2025 Added 27.43%
$979B
$262,000 0.02% of portfolio
1,680
Q1 2025 Reduced 42.07%
$409B
$282,000 0.02% of portfolio
1,703
Q1 2025 Added 0.06%
$891B
$283,000 0.02% of portfolio
1,094
Q1 2025 Reduced 13.79%
$854B
$387,000 0.02% of portfolio
469
Q1 2025 Reduced 27.29%
$957B
$374,000 0.02% of portfolio
2,420
Q1 2025 Reduced 31.25%
$718B
$370,000 0.02% of portfolio
1,511
Q1 2025 Reduced 47.52%
$345B
$226,000 0.01% of portfolio
1,082
Q1 2025 Reduced 22.93%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $1.56 Billion
  • Prior Value $1.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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