Index Fund Advisors, Inc. Portfolio Holdings

Index Fund Advisors, Inc.

  • $1.98 Billion
  • Q3 2025

Index Fund Advisors, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 145 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 $401M, Dimensional ETF Tr U S Target with a value of $380M, Dimensional ETF Tr U S Equity with a value of $362M, Dimensional ETF Tr Us Marketwi with a value of $260M, and Dimensional ETF Tr with a value of $167M.

Examining the 13F form we can see an increase of $272M in the current position value, from $1.71B to 1.98B.

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

Portfolio value $1.98 Billion
ETFs: $1.9 Billion
Technology: $30.1 Million
Consumer Defensive: $12.1 Million
Consumer Cyclical: $11.8 Million
Financial Services: $10.2 Million
Communication Services: $7.92 Million
Healthcare: $7.33 Million
Industrials: $1.63 Million
Other: $1.1 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.45B
$1.07 Million 0.05% of portfolio
14,311
Q3 2025 Added 0.01%
$647M
$300,000 0.02% of portfolio
11,608
Q3 2025 Reduced 49.04%
$901M
$284,000 0.01% of portfolio
13,360
Q3 2025 Reduced 51.04%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $1.98 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Index Fund Advisors, Inc. Portfolio

Follow Index Fund Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Index Fund Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Index Fund Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email