Index Fund Advisors, Inc.
CIK Number: 0001665097
1.62B
Market Value
106
# of Holdings
9 months
Avg. Holding Period
36.61%
Win Rate
17.74%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional U.S... | 62.80 | -0.24% | 6.54M | -1.78% | 425.86M | 59.47 | 23.02% |
| 2 | DFAT | Dimensional U.S... | 53.35 | -0.24% | 7.2M | -2.35% | 400.55M | 47.26 | 21.65% |
| 3 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 5.8M | -0.95% | 369.98M | 51.31 | 20.00% |
| 4 | DFUV | Dimensional US ... | 41.59 | +0.25% | 6.16M | -2.65% | 252.08M | 31.54 | 13.63% |
| 5 | DFIV | Dimensional Int... | 43.23 | +0.90% | 3.62M | -0.59% | 128.38M | 32.59 | 6.94% |
| 6 | DFSV | Dimensional US ... | 29.11 | -0.36% | 1.89M | +4.55% | 58.23M | 26.7 | 3.15% |
| 7 | DFLV | Dimensional US ... | 30.64 | +0.25% | 919.46K | +5.50% | 27.61M | 27.06 | 1.49% |
| 8 | DFGR | Dimensional Glo... | 27.14 | +0.46% | 718.64K | +4.19% | 18.35M | 24.93 | 0.99% |
| 9 | AAPL | Apple Inc. | 198.98 | +0.10% | 61.54K | -2.95% | 15.41M | 178.39 | 0.83% |
| 10 | BND | Vanguard Total ... | 72.97 | +0.38% | 212.43K | -26.51% | 15.28M | 83 | 0.83% |
| 11 | DFIS | Dimensional Int... | 29.64 | +0.76% | 569.88K | +12.09% | 13.99M | 24.12 | 0.76% |
| 12 | DISV | Dimensional Int... | 32.90 | +0.69% | 468.8K | +10.35% | 12.46M | 25.66 | 0.67% |
| 13 | DFAE | Dimensional Eme... | 28.68 | +0.17% | 473.47K | +8.13% | 12.01M | 24.36 | 0.65% |
| 14 | DFEV | Dimensional Eme... | 29.73 | +0.25% | 311.12K | +9.12% | 8.15M | 25.83 | 0.44% |
| 15 | IVV | iShares Core S&... | 606.23 | +0.32% | 10.85K | -2.13% | 6.39M | 440.62 | 0.35% |
| 16 | VB | Vanguard Small ... | 233.32 | -0.21% | 21.79K | -1.82% | 5.24M | 225.61 | 0.28% |
| 17 | AVGE | Avantis All Equ... | 76.54 | +0.15% | 66.86K | +9.42% | 4.84M | 63.18 | 0.26% |
| 18 | VBR | Vanguard Small ... | 192.40 | -0.08% | 19.55K | +0.06% | 3.87M | 169.49 | 0.21% |
| 19 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 110.58K | -0.19% | 3.82M | 27.95 | 0.21% |
| 20 | VTI | Vanguard Total ... | 296.95 | +0.28% | 12.44K | +0.23% | 3.61M | 236.24 | 0.19% |
| 21 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 14.8K | -0.2% | 3.25M | 158.57 | 0.18% |
| 22 | SHO | Sunstone Hotel ... | 8.85 | -0.51% | 225.16K | -35.02% | 2.67M | 9.92 | 0.14% |
| 23 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 4.65K | +0.61% | 2.5M | 461.33 | 0.14% |
| 24 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 5.83K | +0.53% | 2.46M | 349.05 | 0.13% |
| 25 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 8.86K | -0.33% | 2.34M | 254.3 | 0.13% |
| 26 | AVIG | Avantis Core Fi... | 41.20 | +0.40% | 57.64K | +7.01% | 2.34M | 41.4 | 0.13% |
| 27 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 13.24K | -0.42% | 2.14M | 143.35 | 0.12% |
| 28 | SPHY | SPDR Portfolio ... | 23.48 | +0.06% | 91.25K | +10.96% | 2.14M | 23.15 | 0.12% |
| 29 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 2.81K | -12.42% | 1.64M | 492.01 | 0.09% |
| 30 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 31.65K | -0.6% | 1.62M | 40.13 | 0.09% |
| 31 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 12.24K | 0.00% | 1.62M | 125.11 | 0.09% |
| 32 | VTV | Vanguard Value ... | 174.72 | +0.57% | 8.64K | -2.77% | 1.46M | 147.08 | 0.08% |
| 33 | DFSD | Dimensional Sho... | 47.84 | +0.12% | 30.58K | +26.30% | 1.43M | 46.38 | 0.08% |
| 34 | META | Meta Platforms,... | 693.11 | -0.15% | 2.35K | -11.5% | 1.37M | 416.62 | 0.07% |
| 35 | IJR | iShares Core S&... | 108.32 | -0.46% | 11.63K | -0.8% | 1.34M | 99.6 | 0.07% |
| 36 | ITOT | iShares Core S&... | 131.83 | +0.27% | 10.02K | 0.00% | 1.29M | 106.98 | 0.07% |
| 37 | VGT | Vanguard Inform... | 633.52 | +0.68% | 1.88K | +0.05% | 1.17M | 526.19 | 0.06% |
| 38 | VT | Vanguard Total ... | 126.50 | +0.40% | 8.33K | +0.76% | 978.73K | 107.32 | 0.05% |
| 39 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 2.15K | 0.00% | 973.64K | 315.32 | 0.05% |
| 40 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 16.83K | +1.63% | 966.33K | 60.87 | 0.05% |
| 41 | DUHP | Dimensional US ... | 35.20 | +0.64% | 27.6K | +8.75% | 932.54K | 30.48 | 0.05% |
| 42 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 34.43K | +101.04% | 890.36K | 25.28 | 0.05% |
| 43 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 9.27K | -4.9% | 825.91K | 105.19 | 0.04% |
| 44 | DUSB | Dimensional ETF... | 50.80 | +0.05% | 16.06K | -7.53% | 812.49K | 50.7 | 0.04% |
| 45 | SCHC | Schwab Internat... | 41.66 | +0.81% | 22.91K | +0.54% | 786.4K | 31.62 | 0.04% |
| 46 | VGSR | Vert Global Sus... | 10.60 | +0.66% | 76.35K | +18.32% | 772.64K | 9.93 | 0.04% |
| 47 | IVLU | iShares Edge MS... | 33.41 | +0.77% | 27.07K | +1.48% | 734K | 23.53 | 0.04% |
| 48 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 1.38K | -1.15% | 703.94K | 411.32 | 0.04% |
| 49 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 2.88K | +3.45% | 690.13K | 161.78 | 0.04% |
| 50 | BRK-A | Berkshire Hatha... | 734649.99 | +0.35% | 1 | 0.00% | 680.92K | 450662 | 0.04% |
| 51 | GOOGL | Alphabet Inc. | 175.57 | -1% | 3.52K | -2.2% | 666.34K | 144.57 | 0.04% |
| 52 | SCHW | The Charles Sch... | 88.46 | +0.07% | 8.85K | +1.64% | 654.77K | 76.71 | 0.04% |
| 53 | ISCF | iShares MSCI In... | 38.84 | +0.79% | 19.32K | +2.14% | 623.58K | 30.19 | 0.03% |
| 54 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 3.63K | 0.00% | 604.57K | 77.29 | 0.03% |
| 55 | EWX | SPDR S&P Emergi... | 62.14 | +0.40% | 9.92K | +1.61% | 581.23K | 49.44 | 0.03% |
| 56 | IEMG | iShares Core MS... | 59.64 | +0.05% | 10.72K | +0.73% | 559.98K | 54.54 | 0.03% |
| 57 | FNDE | Schwab Fundamen... | 32.91 | +0.20% | 19.25K | +2.53% | 559.33K | 27.49 | 0.03% |
| 58 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 2.9K | 0.00% | 552.37K | 142.76 | 0.03% |
| 59 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 4.01K | -49.6% | 538.1K | 66.92 | 0.03% |
| 60 | FNB | F.N.B. Corporat... | 13.98 | -0.57% | 34.85K | 0.00% | 515.13K | 13.8 | 0.03% |
| 61 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 1.27K | -1.78% | 512.58K | 191.31 | 0.03% |
| 62 | SCZ | iShares MSCI EA... | 72.06 | +0.56% | 8.23K | +0.05% | 500.2K | 72.88 | 0.03% |
| 63 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 645 | -6.52% | 498.08K | 402.44 | 0.03% |
| 64 | AVUV | Avantis U.S. Sm... | 90.49 | -0.24% | 5.1K | -4.26% | 492.18K | 82.63 | 0.03% |
| 65 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 4.24K | +0.17% | 456.36K | 96.81 | 0.02% |
| 66 | IJS | iShares S&P Sma... | 98.91 | -0.43% | 4.13K | +0.22% | 448.19K | 100.44 | 0.02% |
| 67 | V | Visa Inc. | 371.03 | -0.61% | 1.41K | -0.42% | 446.88K | 221.38 | 0.02% |
| 68 | AVSC | Avantis U.S. Sm... | 50.99 | -0.59% | 7.73K | +6.30% | 419.99K | 47.68 | 0.02% |
| 69 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 781 | +12.05% | 395.16K | 502.7 | 0.02% |
| 70 | VIG | Vanguard Divide... | 202.54 | +0.63% | 2K | 0.00% | 391.27K | 198.06 | 0.02% |
| 71 | EEMS | iShares MSCI Em... | 63.95 | +0.15% | 6.7K | +0.40% | 389.4K | 60.18 | 0.02% |
| 72 | BK | The Bank of New... | 89.66 | +0.11% | 5.03K | 0.00% | 386.61K | 56.96 | 0.02% |
| 73 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 4.97K | +0.40% | 376.07K | 78.51 | 0.02% |
| 74 | ANET | Arista Networks... | 95.66 | +1.54% | 3.28K | +100.00% | 362.54K | 110.53 | 0.02% |
| 75 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 15.95K | +199.98% | 361.99K | 18.94 | 0.02% |
| 76 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 1.52K | +0.13% | 351.64K | 172.58 | 0.02% |
| 77 | AVDV | Avantis Interna... | 79.34 | +0.91% | 5.39K | +2.51% | 350.99K | 60.69 | 0.02% |
| 78 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 14.78K | +200.22% | 342.59K | 20.03 | 0.02% |
| 79 | VYM | Vanguard High D... | 131.86 | +0.45% | 2.58K | +0.08% | 329.66K | 128.2 | 0.02% |
| 80 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 7.06K | -1.81% | 310.73K | 45.19 | 0.02% |
| 81 | PDN | Invesco FTSE RA... | 38.34 | +0.78% | 9.51K | 0.00% | 300.58K | 36.79 | 0.02% |
| 82 | AVEE | American Centur... | 60.09 | +0.67% | 5.49K | +32.98% | 292.73K | 57.47 | 0.02% |
| 83 | AVUS | Avantis U.S. Eq... | 98.55 | +0.20% | 2.99K | +4.11% | 289.77K | 91.46 | 0.02% |
| 84 | FNDX | Schwab Fundamen... | 24.18 | +0.19% | 12.21K | +200.12% | 289.04K | 19.2 | 0.02% |
| 85 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 503 | 0.00% | 286.5K | 569.66 | 0.02% |
| 86 | DFAU | Dimensional US ... | 41.37 | +0.30% | 6.95K | +2.01% | 281.51K | 31.18 | 0.02% |
| 87 | AVSF | Avantis Short-T... | 46.73 | +0.10% | 5.96K | +30.26% | 274.9K | 45.78 | 0.01% |
| 88 | HON | Honeywell Inter... | 225.98 | +0.07% | 1.21K | 0.00% | 274K | 184.78 | 0.01% |
| 89 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 5.13K | +0.37% | 269.09K | 50.17 | 0.01% |
| 90 | UNP | Union Pacific C... | 225.29 | -0.19% | 1.14K | +0.53% | 259.79K | 222.42 | 0.01% |
| 91 | MSTR | MicroStrategy I... | 379.92 | -1.86% | 891 | +100.00% | 258.05K | 289.62 | 0.01% |
| 92 | AVLV | Avantis U.S. La... | 67.07 | +0.04% | 3.83K | +6.62% | 255.96K | 65.89 | 0.01% |
| 93 | DFGP | Dimensional Glo... | 54.09 | +0.30% | 4.8K | +22.18% | 253.49K | 54.69 | 0.01% |
| 94 | BSV | Vanguard Short-... | 78.19 | +0.13% | 3.27K | +4.94% | 252.61K | 80.23 | 0.01% |
| 95 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 1.4K | -2.09% | 249.54K | 197.48 | 0.01% |
| 96 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 1.7K | +0.41% | 246.09K | 161.99 | 0.01% |
| 97 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 447 | 0.00% | 233.32K | 491.27 | 0.01% |
| 98 | ILCB | iShares Morning... | 83.65 | +0.35% | 2.8K | 0.00% | 227.25K | 72.28 | 0.01% |
| 99 | SCHZ | Schwab U.S. Agg... | 23.02 | +0.33% | 9.99K | +102.64% | 226.73K | 25.31 | 0.01% |
| 100 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 1.29K | 0.00% | 226.05K | 157.8 | 0.01% |
| 101 | VGK | Vanguard Europe... | 78.42 | +0.92% | 3.56K | +0.37% | 225.67K | 71.07 | 0.01% |
| 102 | SCHF | Schwab Internat... | 22.05 | +0.71% | 11.69K | +101.67% | 216.24K | 19.29 | 0.01% |
| 103 | ETN | Eaton Corporati... | 329.93 | +1.30% | 650 | 0.00% | 215.72K | 312.03 | 0.01% |
| 104 | DIHP | Dimensional Int... | 29.73 | +0.83% | 8.21K | +100.00% | 207.14K | 25.23 | 0.01% |
| 105 | AMGN | Amgen Inc. | 297.25 | +1.86% | 790 | 0.00% | 205.91K | 272.65 | 0.01% |
| 106 | VRSK | Verisk Analytic... | 313.61 | +0.68% | 744 | +100.00% | 204.92K | 275.43 | 0.01% |