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Index Fund Advisors, Inc.

Q4 2025 · 13F-HR

Index Fund Advisors, Inc.holdings as filed

Filed 2026-01-29 · accession 0001665097-26-000002

$2.13B
Reported value
146
Positions
2025-12-31
Period end
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The Brief · Index Fund Advisors, Inc. · Q4 2025

AI · grounded in 13F

Index Fund Advisors, Inc. increased its position in DFAC by 113.87%. The fund also reduced its holdings in SDY by 56.47% and SPHY by 49.93%. Other activity included accumulating shares of DFSV by 5.32% and trimming MSFT by 3.09%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V500DFASDIMENSIONAL ETF TRUST$407.2M19.1%5,844,597CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$383.6M18.0%6,442,632CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$367.3M17.2%4,952,650CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$267.1M12.5%5,733,670CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$178.2M8.36%3,571,373CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$84.1M3.95%2,556,867CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$41.2M1.94%1,205,736CommonSOLE
46436E718SGOVISHARES TR$38.3M1.80%381,204CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$35.8M1.68%482,819CommonSOLE
25434V658DFGRDIMENSIONAL ETF TRUST$22.6M1.06%856,707CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$22.2M1.04%582,980CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$21.0M0.98%636,492CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$17.5M0.82%537,666CommonSOLE
921909768VXUSVANGUARD STAR FDS$17.0M0.80%225,385CommonSOLE
922908769VTIVANGUARD INDEX FDS$15.9M0.75%47,542CommonSOLE
25434V740DFEVDIMENSIONAL ETF TRUST$14.8M0.70%439,842CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.6M0.45%11,105CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$9.2M0.43%232,355CommonSOLE
464287200IVVISHARES TR$8.4M0.40%12,301CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.9M0.32%36,881CommonSOLE
023135106AMZNAMAZON COM INC$6.7M0.32%29,131CommonSOLE
025072141AVEEAMERICAN CENTY ETF TR$6.7M0.31%107,357CommonSOLE
92189F106GDXVANECK ETF TRUST$6.6M0.31%77,234CommonSOLE
025072232AVGEAMERICAN CENTY ETF TR$6.5M0.31%76,081CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.5M0.30%31,178CommonSOLE
037833100AAPLAPPLE INC$5.9M0.28%21,828CommonSOLE
922908751VBVANGUARD INDEX FDS$5.4M0.25%20,829CommonSOLE
25434V591DUSBDIMENSIONAL ETF TRUST$5.1M0.24%101,099CommonSOLE
92204A702VGTVANGUARD WORLD FD$4.9M0.23%6,498CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$4.5M0.21%118,140CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M0.21%9,095CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.19%6,194CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.6M0.17%16,975CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$3.5M0.16%37,275CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$3.2M0.15%65,713CommonSOLE
92826C839VVISA INC$2.9M0.14%8,226CommonSOLE
032095101APHAMPHENOL CORP NEW$2.9M0.13%21,210CommonSOLE
025072562AVIGAMERICAN CENTY ETF TR$2.6M0.12%61,602CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.5M0.12%28,603CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.5M0.12%4,002CommonSOLE
922908629VOVANGUARD INDEX FDS$2.4M0.11%8,314CommonSOLE
18915M107NETCLOUDFLARE INC$2.1M0.10%10,732CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.0M0.09%11,367CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.09%2,663CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.6M0.07%26,995CommonSOLE
02079K305GOOGLALPHABET INC$1.6M0.07%5,003CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$1.6M0.07%36,436CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.5M0.07%26,606CommonSOLE
464287150ITOTISHARES TR$1.5M0.07%10,109CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.07%4,787CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.5M0.07%7,667CommonSOLE
25434V534DEXCDIMENSIONAL ETF TRUST$1.4M0.07%23,698CommonSOLE
88160R101TSLATESLA INC$1.4M0.06%3,076CommonSOLE
303250104FICOFAIR ISAAC CORP$1.4M0.06%805CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$1.4M0.06%25,734CommonSOLE
25434V567DGCBDIMENSIONAL ETF TRUST$1.4M0.06%24,964CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.06%1,252CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$1.3M0.06%38,758CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.3M0.06%17,380CommonSOLE
464287804IJRISHARES TR$1.2M0.06%9,940CommonSOLE
46090E103QQQINVESCO QQQ TR$1.1M0.05%1,771CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$1.1M0.05%14,309CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.05%2,053CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$983,1720.05%34,521CommonSOLE
46435G409IVLUISHARES TR$895,0410.04%23,523CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$882,8000.04%19,389CommonSOLE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$877,9710.04%84,420CommonSOLE
58733R102MELIMERCADOLIBRE INC$874,1890.04%434CommonSOLE
82509L107SHOPSHOPIFY INC$872,9400.04%5,423CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$852,3090.04%26,916CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$826,2310.04%11,509CommonSOLE
743315103PGRPROGRESSIVE CORP$823,4360.04%3,616CommonSOLE
833445109SNOWSNOWFLAKE INC$777,8510.04%3,546CommonSOLE
11135F101AVGOBROADCOM INC$757,9590.04%2,190CommonSOLE
571903202MARMARRIOTT INTL INC NEW$748,9190.04%2,414CommonSOLE
64110L106NFLXNETFLIX INC$745,3920.03%7,950CommonSOLE
857477103STTSTATE STR CORP$730,4550.03%5,662CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$725,5850.03%8,880CommonSOLE
46434V266ISCFISHARES TR$701,7410.03%16,918CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$684,0760.03%6,241CommonSOLE
15118V207CELHCELSIUS HLDGS INC$643,9280.03%14,078CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$641,0560.03%17,777CommonSOLE
46434G103IEMGISHARES INC$636,1360.03%9,463CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$633,2270.03%1,965CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$630,1270.03%7,415CommonSOLE
78464A763SDYSPDR SERIES TRUST$564,6110.03%4,057CommonSOLE
78468R606SPHYSPDR SERIES TRUST$559,9330.03%23,656CommonSOLE
49177J102KVUEKENVUE INC$547,7910.03%31,756CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$538,4850.03%8,202CommonSOLE
464288273SCZISHARES TR$521,2620.02%6,723CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$502,3610.02%887CommonSOLE
464287879IJSISHARES TR$477,0270.02%4,195CommonSOLE
464286475EEMSISHARES INC$474,2230.02%7,028CommonSOLE
617700109MORNMORNINGSTAR INC$447,4410.02%2,059CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$446,6080.02%13,501CommonSOLE
278865100ECLECOLAB INC$444,9710.02%1,695CommonSOLE
81762P102NOWSERVICENOW INC$436,2850.02%2,848CommonSOLE
922908637VVVANGUARD INDEX FDS$435,0200.02%1,382CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$432,5270.02%1,968CommonSOLE
040413205ANETARISTA NETWORKS INC$430,9580.02%3,289CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$406,2760.02%7,869CommonSOLE
76156B107RVLVREVOLVE GROUP INC$403,3380.02%13,360CommonSOLE
46138E735PDNINVESCO EXCH TRADED FD TR II$401,0180.02%9,506CommonSOLE
63947X101NCNONCINO INC$399,8560.02%15,595CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$394,1860.02%6,310CommonSOLE
060505104BACBANK AMERICA CORP$378,1450.02%6,875CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$355,8100.02%3,901CommonSOLE
464288877EFVISHARES TR$351,1210.02%4,917CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$350,2630.02%2,441CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$343,9770.02%13,114CommonSOLE
68278B107K4FONESTREAM INC$341,3170.02%18,570CommonSOLE
78409V104SPGIS&P GLOBAL INC$337,5930.02%646CommonSOLE
464287465EFAISHARES TR$332,2600.02%3,460CommonSOLE
512807306LRCXLAM RESEARCH CORP$324,0440.02%1,893CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$323,3450.02%6,909CommonSOLE
778296103ROSTROSS STORES INC$320,6490.02%1,780CommonSOLE
949746101WMT2WELLS FARGO CO NEW$313,1190.01%3,360CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$305,6720.01%3,834CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$303,8820.01%5,653CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$301,3590.01%3,604CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$295,0110.01%10,842CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$294,2310.01%10,934CommonSOLE
G29183103ETNEATON CORP PLC$289,5260.01%909CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$285,9550.01%474CommonSOLE
000360206AAONAAON INC$280,9050.01%3,684CommonSOLE
420261109HWKNHAWKINS INC$279,5740.01%1,968CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$278,5090.01%891CommonSOLE
H5919C104ONONON HLDG AG$268,3290.01%5,773CommonSOLE
974155103WINGWINGSTOP INC$266,6320.01%1,118CommonSOLE
464287127ILCBISHARES TR$264,2640.01%2,800CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$262,6390.01%10,925CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$255,6760.01%10,940CommonSOLE
75513E101RTXRTX CORPORATION$253,0300.01%1,380CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$249,5350.01%638CommonSOLE
25434V757DEHPDIMENSIONAL ETF TRUST$241,7950.01%7,498CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$241,4150.01%4,465CommonSOLE
369604301GEGE AEROSPACE$235,1500.01%763CommonSOLE
852234103XYZBLOCK INC$235,0400.01%3,611CommonSOLE
98138H101WDAYWORKDAY INC$227,2370.01%1,058CommonSOLE
45168D104IDXXIDEXX LABS INC$222,5780.01%329CommonSOLE
22160N109CSGPCOSTAR GROUP INC$220,7490.01%3,283CommonSOLE
294429105EFXEQUIFAX INC$219,8010.01%1,013CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$217,6690.01%489CommonSOLE
775711104ROLROLLINS INC$205,4480.01%3,423CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$204,4400.01%4,455CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$198,5140.01%11,609CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.