Index Fund Advisors, Inc. Portfolio Holdings

Index Fund Advisors, Inc.

  • $1.98 Billion
  • Q4 2025

Index Fund Advisors, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 146 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 $392M, Dimensional ETF Tr U S Target with a value of $367M, Dimensional ETF Tr U S Equity with a value of $361M, Dimensional ETF Tr Us Marketwi with a value of $258M, and Dimensional ETF Tr with a value of $171M.

Examining the 13F form we can see an decrease of $2.59M in the current position value, from $1.98B 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: $31.2 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $11.5 Million
Financial Services: $9.67 Million
Healthcare: $8.21 Million
Communication Services: $7.4 Million
Industrials: $1.56 Million
Other: $910,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.87B
$820,000 0.04% of portfolio
11,509
Q4 2025 Reduced 0.02%
$7.8B
$778,000 0.04% of portfolio
6,241
Q3 2025 Added 0.11%
$3.24B
$602,000 0.03% of portfolio
14,078
Q4 2025 Reduced 0.04%
$5B
$346,000 0.02% of portfolio
3,684
Q3 2025 Added 0.19%
$6.31B
$444,000 0.02% of portfolio
7,869
Q3 2025 Reduced 48.42%
$2.83B
$397,000 0.02% of portfolio
15,595
Q4 2025 Reduced 0.01%
$6.2B
$385,000 0.02% of portfolio
3,901
Q3 2025 Reduced 52.89%
$9B
$436,000 0.02% of portfolio
2,059
Q4 2025 Reduced 0.1%
$8.94B
$248,000 0.01% of portfolio
638
Q4 2025 Added 0.16%
$2.66B
$249,000 0.01% of portfolio
1,968
Q4 2025 Added 0.05%
$6.97B
$260,000 0.01% of portfolio
1,118
Q3 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $1.98 Billion
  • Prior Value $1.98 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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