Institutional
Index Fund Advisors, Inc.
CIK 0001665097
$2.22B
Reported AUM
127
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · Index Fund Advisors, Inc. · Q1 2026
AI · grounded in 13F
Index Fund Advisors, Inc. increased its stake in DFAC by 144.08% to lead its buying activity. The fund also established a new position in GBCI valued at $9.5M and grew its holding in DFSV by 8.01%. On the sell side, the fund reduced its position in V by 54.86% and closed its position in FICO, resulting in a $1.36M decrease.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | $419.7M | 18.89% | +56,393 | +1.0% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $398.7M | 17.94% | -58,833 | -0.9% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $351.2M | 15.80% | -507 | -0.0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $278.1M | 12.51% | +5,083 | +0.1% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $187.4M | 8.43% | -20,811 | -0.6% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $96.8M | 4.35% | +204,909 | +8.0% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $48.9M | 2.20% | +162,614 | +13.5% |
| 8 | SGOV | ISHARES TR | $39.2M | 1.77% | +8,608 | +2.3% |
| 9 | BND | VANGUARD BD INDEX FDS | $35.1M | 1.58% | -5,579 | -1.2% |
| 10 | DISV | DIMENSIONAL ETF TRUST | $24.7M | 1.11% | +42,118 | +7.2% |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $23.4M | 1.05% | +24,973 | +2.9% |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $22.8M | 1.03% | +40,385 | +6.3% |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $22.0M | 0.99% | +334,782 | +144.1% |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $19.2M | 0.86% | +29,451 | +5.5% |
| 15 | DFEV | DIMENSIONAL ETF TRUST | $17.5M | 0.79% | +48,424 | +11.0% |
| 16 | VXUS | VANGUARD STAR FDS | $17.4M | 0.78% | +235 | +0.1% |
| 17 | VTI | VANGUARD INDEX FDS | $15.2M | 0.68% | -177 | -0.4% |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $11.1M | 0.50% | +55 | +0.5% |
| 19 | GBCI | GLACIER BANCORP INC NEW | $9.5M | 0.43% | +213,562 | NEW |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $9.0M | 0.40% | +126,677 | +107.2% |
| 21 | AVEE | AMERICAN CENTY ETF TR | $8.7M | 0.39% | +29,303 | +27.3% |
| 22 | IVV | ISHARES TR | $8.1M | 0.36% | +38 | +0.3% |
| 23 | AVGE | AMERICAN CENTY ETF TR | $7.6M | 0.34% | +10,665 | +14.0% |
| 24 | JNJ | JOHNSON & JOHNSON | $6.6M | 0.30% | -4,356 | -14.0% |
| 25 | NVDA | NVIDIA CORPORATION | $6.4M | 0.29% | +18 | +0.0% |
| 26 | DUSB | DIMENSIONAL ETF TRUST | $5.8M | 0.26% | +14,201 | +14.0% |
| 27 | DFSD | DIMENSIONAL ETF TRUST | $5.6M | 0.25% | +50,390 | +76.7% |
| 28 | AAPL | APPLE INC | $5.5M | 0.25% | -116 | -0.5% |
| 29 | VB | VANGUARD INDEX FDS | $5.5M | 0.25% | +64 | +0.3% |
| 30 | GDX | VANECK ETF TRUST | $5.4M | 0.24% | -18,590 | -24.1% |
| 31 | AMZN | AMAZON COM INC | $5.2M | 0.23% | -4,274 | -14.7% |
| 32 | DFIC | DIMENSIONAL ETF TRUST | $4.9M | 0.22% | +100,464 | +259.2% |
| 33 | VGT | VANGUARD WORLD FD | $4.6M | 0.21% | +31 | +0.5% |
| 34 | MSFT | MICROSOFT CORP | $3.9M | 0.18% | +1,505 | +16.5% |
| 35 | AVDV | AMERICAN CENTY ETF TR | $3.7M | 0.17% | +158 | +0.4% |
| 36 | VBR | VANGUARD INDEX FDS | $3.7M | 0.17% | +115 | +0.7% |
| 37 | DFCF | DIMENSIONAL ETF TRUST | $3.5M | 0.16% | +46,073 | +126.4% |
| 38 | DGCB | DIMENSIONAL ETF TRUST | $3.3M | 0.15% | +36,534 | +146.3% |
| 39 | DFGX | DIMENSIONAL ETF TRUST | $3.2M | 0.14% | +34,958 | +135.8% |
| 40 | VGSH | VANGUARD SCOTTSDALE FDS | $3.1M | 0.14% | +25,300 | +93.7% |
| 41 | APH | AMPHENOL CORP | $2.7M | 0.12% | +93 | +0.4% |
| 42 | AVIG | AMERICAN CENTY ETF TR | $2.7M | 0.12% | +2,819 | +4.6% |
| 43 | VOO | VANGUARD INDEX FDS | $2.6M | 0.12% | +430 | +10.7% |
| 44 | VNQ | VANGUARD INDEX FDS | $2.6M | 0.12% | +1,011 | +3.5% |
| 45 | META | META PLATFORMS INC | $2.6M | 0.12% | -1,704 | -27.5% |
| 46 | VO | VANGUARD INDEX FDS | $2.4M | 0.11% | +26 | +0.3% |
| 47 | VOE | VANGUARD INDEX FDS | $2.1M | 0.09% | +67 | +0.6% |
| 48 | DIHP | DIMENSIONAL ETF TRUST | $2.1M | 0.09% | +38,393 | +142.6% |
| 49 | GOOGL | ALPHABET INC | $1.9M | 0.09% | +1,608 | +32.1% |
| 50 | TSLA | TESLA INC | $1.8M | 0.08% | +1,675 | +54.5% |
| 51 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 0.08% | -8 | -0.3% |
| 52 | DFEM | DIMENSIONAL ETF TRUST | $1.7M | 0.08% | +35,198 | +260.7% |
| 53 | DEXC | DIMENSIONAL ETF TRUST | $1.7M | 0.07% | +1,881 | +7.9% |
| 54 | SPYV | SPDR SERIES TRUST | $1.5M | 0.07% | +139 | +0.5% |
| 55 | VTV | VANGUARD INDEX FDS | $1.5M | 0.07% | +22 | +0.3% |
| 56 | ITOT | ISHARES TR | $1.4M | 0.06% | +1 | +0.0% |
| 57 | GOOG | ALPHABET INC | $1.4M | 0.06% | +156 | +3.3% |
| 58 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.06% | +26 | +0.1% |
| 59 | IJR | ISHARES TR | $1.2M | 0.06% | +14 | +0.1% |
| 60 | V | VISA INC | $1.1M | 0.05% | -4,513 | -54.9% |
| 61 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.05% | +264 | +12.9% |
| 62 | QQQ | INVESCO QQQ TR | $1.1M | 0.05% | +133 | +7.5% |
| 63 | NET | CLOUDFLARE INC | $1.1M | 0.05% | -5,456 | -50.8% |
| 64 | ABBV | ABBVIE INC | $1.0M | 0.05% | +4,719 | NEW |
| 65 | SCHA | SCHWAB STRATEGIC TR | $1.0M | 0.05% | +434 | +1.3% |
| 66 | LLY | ELI LILLY & CO | $973K | 0.04% | -194 | -15.5% |
| 67 | IVLU | ISHARES TR | $933K | 0.04% | — | HELD |
| 68 | SCHC | SCHWAB STRATEGIC TR | $911K | 0.04% | +94 | +0.5% |
| 69 | VGSR | MANAGER DIRECTED PORTFOLIOS | $910K | 0.04% | +3,660 | +4.3% |
| 70 | JPM | JPMORGAN CHASE & CO | $882K | 0.04% | +1,033 | +52.6% |
| 71 | DEHP | DIMENSIONAL ETF TRUST | $875K | 0.04% | +18,388 | +245.2% |
| 72 | VUSB | VANGUARD BD INDEX FDS | $840K | 0.04% | +16,881 | NEW |
| 73 | SHV | ISHARES TR | $832K | 0.04% | +7,538 | NEW |
| 74 | MRVL | MARVELL TECHNOLOGY INC | $734K | 0.03% | -3 | -0.0% |
| 75 | STT | STATE STR CORP | $717K | 0.03% | — | HELD |
| 76 | ISCF | ISHARES TR | $707K | 0.03% | — | HELD |
| 77 | FNDE | SCHWAB STRATEGIC TR | $700K | 0.03% | +520 | +2.9% |
| 78 | AVUV | AMERICAN CENTY ETF TR | $692K | 0.03% | +6,260 | NEW |
| 79 | IEMG | ISHARES INC | $659K | 0.03% | -9 | -0.1% |
| 80 | AVGO | BROADCOM INC | $653K | 0.03% | -81 | -3.7% |
| 81 | SPHY | SPDR SERIES TRUST | $568K | 0.03% | +700 | +3.0% |
| 82 | EWX | SPDR INDEX SHS FDS | $544K | 0.02% | +31 | +0.4% |
| 83 | SCZ | ISHARES TR | $500K | 0.02% | -351 | -5.2% |
| 84 | IJS | ISHARES TR | $498K | 0.02% | +7 | +0.2% |
| 85 | KO | COCA COLA CO | $479K | 0.02% | +6,301 | NEW |
| 86 | KVUE | KENVUE INC | $468K | 0.02% | -4,591 | -14.5% |
| 87 | EEMS | ISHARES INC | $463K | 0.02% | -342 | -4.9% |
| 88 | VV | VANGUARD INDEX FDS | $413K | 0.02% | +1 | +0.1% |
| 89 | PDN | INVESCO EXCH TRADED FD TR II | $412K | 0.02% | — | HELD |
| 90 | LRCX | LAM RESEARCH CORP | $405K | 0.02% | +2 | +0.1% |
| 91 | ANET | ARISTA NETWORKS INC | $404K | 0.02% | +2 | +0.1% |
| 92 | KLAC | KLA CORP | $398K | 0.02% | +270 | NEW |
| 93 | VCSH | VANGUARD SCOTTSDALE FDS | $387K | 0.02% | +1,050 | +27.4% |
| 94 | EFV | ISHARES TR | $366K | 0.02% | — | HELD |
| 95 | BAC | BANK AMERICA CORP | $363K | 0.02% | +577 | +8.4% |
| 96 | VYM | VANGUARD WHITEHALL FDS | $361K | 0.02% | — | HELD |
| 97 | VIG | VANGUARD SPECIALIZED FUNDS | $354K | 0.02% | -320 | -16.3% |
| 98 | SCHZ | SCHWAB STRATEGIC TR | $337K | 0.02% | +3,566 | +32.6% |
| 99 | EFA | ISHARES TR | $336K | 0.02% | — | HELD |
| 100 | XOM | EXXON MOBIL CORP | $333K | 0.01% | +1,963 | NEW |
| 101 | SCHB | SCHWAB STRATEGIC TR | $330K | 0.01% | +17 | +0.1% |
| 102 | ETN | EATON CORP PLC | $324K | 0.01% | -2 | -0.2% |
| 103 | VWO | VANGUARD INTL EQUITY INDEX F | $317K | 0.01% | +213 | +3.8% |
| 104 | FNDX | SCHWAB STRATEGIC TR | $315K | 0.01% | +483 | +4.5% |
| 105 | CELH | CELSIUS HLDGS INC | $315K | 0.01% | -5,203 | -37.0% |
| 106 | DFAU | DIMENSIONAL ETF TRUST | $313K | 0.01% | +17 | +0.2% |
| 107 | VGK | VANGUARD INTL EQUITY INDEX F | $298K | 0.01% | +10 | +0.3% |
| 108 | RTX | RTX CORPORATION | $293K | 0.01% | +141 | +10.2% |
| 109 | MDY | STATE STR SPDR S&P MIDCAP 40 | $289K | 0.01% | -5 | -1.1% |
| 110 | SCHX | SCHWAB STRATEGIC TR | $287K | 0.01% | +267 | +2.4% |
| 111 | SCHF | SCHWAB STRATEGIC TR | $285K | 0.01% | +604 | +5.5% |
| 112 | VEA | VANGUARD TAX-MANAGED FDS | $284K | 0.01% | -1,876 | -29.7% |
| 113 | MUB | ISHARES TR | $271K | 0.01% | +2,556 | NEW |
| 114 | WMT2 | WELLS FARGO & CO | $267K | 0.01% | -9 | -0.3% |
| 115 | NFLX | NETFLIX INC. | $259K | 0.01% | -5,254 | -66.1% |
| 116 | ILCB | ISHARES TR | $252K | 0.01% | — | HELD |
| 117 | MRK | MERCK & CO INC | $246K | 0.01% | +2,047 | NEW |
| 118 | DFGP | DIMENSIONAL ETF TRUST | $241K | 0.01% | — | HELD |
| 119 | HON | HONEYWELL INTL INC | $226K | 0.01% | +998 | NEW |
| 120 | AMGN | AMGEN INC | $224K | 0.01% | +635 | NEW |
| 121 | UBER | UBER TECHNOLOGIES INC | $222K | 0.01% | -5,797 | -65.3% |
| 122 | CVX | CHEVRON CORPORATION | $221K | 0.01% | +1,070 | NEW |
| 123 | FNDF | SCHWAB STRATEGIC TR | $217K | 0.01% | +4,445 | NEW |
| 124 | GE | GE AEROSPACE | $217K | 0.01% | +2 | +0.3% |
| 125 | ISRG | INTUITIVE SURGICAL INC | $207K | 0.01% | -438 | -49.4% |
| 126 | AVSF | AMERICAN CENTY ETF TR | $205K | 0.01% | +4,388 | NEW |
| 127 | PRFZ | INVESCO EXCHANGE TRADED FD T | $205K | 0.01% | +21 | +0.5% |
| 128 | FICO | FAIR ISAAC CORP | — | — | -805 | EXITED |
| 129 | GSHD | GOOSEHEAD INS INC | — | — | -14,309 | EXITED |
| 130 | MELI | MERCADOLIBRE INC | — | — | -434 | EXITED |
| 131 | SHOP | SHOPIFY INC | — | — | -5,423 | EXITED |
| 132 | SFBS | SERVISFIRST BANCSHARES INC | — | — | -11,509 | EXITED |
| 133 | PGR | PROGRESSIVE CORP | — | — | -3,616 | EXITED |
| 134 | SNOW | SNOWFLAKE INC | — | — | -3,546 | EXITED |
| 135 | MAR | MARRIOTT INTL INC NEW | — | — | -2,414 | EXITED |
| 136 | OLLI | OLLIES BARGAIN OUTLET HLDGS | — | — | -6,241 | EXITED |
| 137 | SDY | SPDR SERIES TRUST | — | — | -4,057 | EXITED |
| 138 | MORN | MORNINGSTAR INC | — | — | -2,059 | EXITED |
| 139 | ECL | ECOLAB INC | — | — | -1,695 | EXITED |
| 140 | NOW | SERVICENOW INC | — | — | -2,848 | EXITED |
| 141 | RYAN | RYAN SPECIALTY HOLDINGS INC | — | — | -7,869 | EXITED |
| 142 | RVLV | REVOLVE GROUP INC | — | — | -13,360 | EXITED |
| 143 | NCNO | NCINO INC | — | — | -15,595 | EXITED |
| 144 | ORLY | OREILLY AUTOMOTIVE INC | — | — | -3,901 | EXITED |
| 145 | K4F | ONESTREAM INC | — | — | -18,570 | EXITED |
| 146 | SPGI | S&P GLOBAL INC | — | — | -646 | EXITED |
| 147 | ROST | ROSS STORES INC | — | — | -1,780 | EXITED |
| 148 | AAON | AAON INC | — | — | -3,684 | EXITED |
| 149 | HWKN | HAWKINS INC | — | — | -1,968 | EXITED |
| 150 | CDNS | CADENCE DESIGN SYSTEM INC | — | — | -891 | EXITED |
| 151 | ONON | ON HLDG AG | — | — | -5,773 | EXITED |
| 152 | WING | WINGSTOP INC | — | — | -1,118 | EXITED |
| 153 | KNSL | KINSALE CAP GROUP INC | — | — | -638 | EXITED |
| 154 | XYZ | BLOCK INC | — | — | -3,611 | EXITED |
| 155 | WDAY | WORKDAY INC | — | — | -1,058 | EXITED |
| 156 | IDXX | IDEXX LABS INC | — | — | -329 | EXITED |
| 157 | CSGP | COSTAR GROUP INC | — | — | -3,283 | EXITED |
| 158 | EFX | EQUIFAX INC | — | — | -1,013 | EXITED |
| 159 | ROP | ROPER TECHNOLOGIES INC | — | — | -489 | EXITED |
| 160 | ROL | ROLLINS INC | — | — | -3,423 | EXITED |
| 161 | DFH | DREAM FINDERS HOMES INC | — | — | -11,609 | EXITED |
Source: SEC EDGAR · accession 0001665097-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.