Index Fund Advisors, Inc.

Est. AUM

$2.22B

13F long equity, this entity only

Positions

127

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$419.7M	5900990	18.89%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$398.7M	6383799	17.94%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$351.2M	4952143	15.80%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$278.1M	5738753	12.51%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$187.4M	3550562	8.43%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$96.8M	2761776	4.35%	SOLE
7	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$48.9M	1368350	2.20%	SOLE
8	ISHARES TR	0-3 MNTH TREASRY	$39.2M	389812	1.77%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$35.1M	477240	1.58%	SOLE
10	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$24.7M	625098	1.11%	SOLE
11	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$23.4M	881680	1.05%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$22.8M	676877	1.03%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$22.0M	567137	0.99%	SOLE
14	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$19.2M	567117	0.86%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$17.5M	488266	0.79%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$17.4M	225620	0.78%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$15.2M	47365	0.68%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$11.1M	11160	0.50%	SOLE
19	GLACIER BANCORP INC NEW	COM	$9.5M	213562	0.43%	SOLE
20	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$9.0M	244817	0.40%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$8.7M	136660	0.39%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$8.1M	12339	0.36%	SOLE
23	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$7.6M	86746	0.34%	SOLE
24	JOHNSON & JOHNSON	COM	$6.6M	26822	0.30%	SOLE
25	NVIDIA CORPORATION	COM	$6.4M	36899	0.29%	SOLE
26	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$5.8M	115300	0.26%	SOLE
27	DIMENSIONAL ETF TRUST	SHORT DURATION F	$5.6M	116103	0.25%	SOLE
28	APPLE INC	COM	$5.5M	21712	0.25%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$5.5M	20893	0.25%	SOLE
30	VANECK ETF TRUST	GOLD MINERS ETF	$5.4M	58644	0.24%	SOLE
31	AMAZON COM INC	COM	$5.2M	24857	0.23%	SOLE
32	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.9M	139222	0.22%	SOLE
33	VANGUARD WORLD FD	INF TECH ETF	$4.6M	6529	0.21%	SOLE
34	MICROSOFT CORP	COM	$3.9M	10600	0.18%	SOLE
35	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.7M	37433	0.17%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$3.7M	17090	0.17%	SOLE
37	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.5M	82509	0.16%	SOLE
38	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$3.3M	61498	0.15%	SOLE
39	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$3.2M	60692	0.14%	SOLE
40	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.1M	52295	0.14%	SOLE
41	AMPHENOL CORP	CL A	$2.7M	21303	0.12%	SOLE
42	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$2.7M	64421	0.12%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4432	0.12%	SOLE
44	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.6M	29614	0.12%	SOLE
45	META PLATFORMS INC	CL A	$2.6M	4490	0.12%	SOLE
46	VANGUARD INDEX FDS	MID CAP ETF	$2.4M	8340	0.11%	SOLE
47	VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.1M	11434	0.09%	SOLE
48	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.1M	65309	0.09%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.9M	6611	0.09%	SOLE
50	TESLA INC	COM	$1.8M	4751	0.08%	SOLE

1–50 of 127

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.