Index Fund Advisors, Inc. holdings history

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152 is the total number of securities Index Fund Advisors, Inc. has owned. The longest Index Fund Advisors, Inc. has owned a single stock is 8 quarters.

Index Fund Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFAT DIMENSIONAL ETF TRUST8824.13%25.74%29.82%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST8823.56%25.15%29.30%Q4 2021Q3 20238
DFUS DIMENSIONAL ETF TRUST8817.56%19.08%22.66%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST886.54%7.86%8.46%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS881.21%1.58%2.88%Q4 2021Q3 20238
AAPL APPLE INC880.56%1.00%2.16%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.22%0.43%0.82%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.27%0.35%0.68%Q4 2021Q3 20238
IVV ISHARES TR880.22%0.34%0.61%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.17%0.25%0.50%Q4 2021Q3 20238
AMZN AMAZON COM INC880.07%0.19%0.45%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.13%0.19%0.40%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST880.14%0.17%0.20%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.12%0.17%0.33%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.08%0.16%0.35%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.06%0.14%0.27%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.09%0.11%0.21%Q4 2021Q3 20238
SPYV SPDR SER TR880.04%0.10%0.19%Q4 2021Q3 20238
IJR ISHARES TR880.04%0.09%0.19%Q4 2021Q3 20238
ITOT ISHARES TR880.06%0.08%0.14%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.06%0.07%0.13%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.05%0.06%0.12%Q4 2021Q3 20238
GOOGL ALPHABET INC880.03%0.06%0.17%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.04%0.06%0.15%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.04%0.06%0.12%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.05%0.06%0.10%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR880.05%0.06%0.10%Q4 2021Q3 20238
IEMG ISHARES INC880.03%0.06%0.11%Q4 2021Q3 20238
V VISA INC880.02%0.05%0.14%Q4 2021Q3 20238
GOOG ALPHABET INC880.02%0.05%0.14%Q4 2021Q3 20238
SCZ ISHARES TR880.04%0.05%0.10%Q4 2021Q3 20238
IJS ISHARES TR880.03%0.04%0.06%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.02%0.04%0.08%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...880.03%0.04%0.07%Q4 2021Q3 20238
FNDE SCHWAB STRATEGIC TR880.02%0.03%0.04%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.02%0.03%0.08%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.02%0.03%0.06%Q4 2021Q3 20238
SCHW SCHWAB CHARLES CORP880.02%0.03%0.06%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR880.03%0.03%0.06%Q4 2021Q3 20238
EFA ISHARES TR880.02%0.03%0.06%Q4 2021Q3 20238
SCHZ SCHWAB STRATEGIC TR880.02%0.03%0.06%Q4 2021Q3 20238
EEMS ISHARES INC880.02%0.03%0.05%Q4 2021Q3 20238
ORCL ORACLE CORP880.02%0.03%0.03%Q4 2021Q3 20238
PFS PROVIDENT FINL SVCS INC880.01%0.02%0.06%Q4 2021Q3 20238
PDN INVESCO EXCH TRADED FD...880.02%0.02%0.04%Q4 2021Q3 20238
UNP UNION PAC CORP880.02%0.02%0.04%Q4 2021Q3 20238
EFV ISHARES TR880.02%0.02%0.04%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS880.02%0.02%0.04%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR880.01%0.02%0.04%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST770.04%0.90%1.66%Q1 2022Q3 20237
SCHX SCHWAB STRATEGIC TR770.16%0.22%0.47%Q4 2021Q2 20237
SCHB SCHWAB STRATEGIC TR770.03%0.05%0.12%Q4 2021Q2 20237
SCHC SCHWAB STRATEGIC TR430.04%0.05%0.07%Q4 2021Q3 20237
IVLU ISHARES TR430.02%0.05%0.09%Q4 2021Q3 20237
EWX SPDR INDEX SHS FDS430.03%0.04%0.08%Q4 2021Q3 20237
TSLA TESLA INC430.02%0.04%0.09%Q4 2021Q3 20237
VEA VANGUARD TAX-MANAGED I...770.03%0.03%0.06%Q4 2021Q2 20237
CXM SPRINKLR INC770.01%0.01%0.01%Q1 2022Q3 20237
DIMENSIONAL ETF TRUST6615.66%16.35%17.04%Q2 2022Q3 20236
SHO SUNSTONE HOTEL INVS IN...660.21%0.23%0.25%Q2 2022Q3 20236
ISCF ISHARES TR420.03%0.04%0.05%Q4 2021Q3 20236
XOM EXXON MOBIL CORP510.02%0.03%0.04%Q1 2022Q3 20236
FB META PLATFORMS INC310.02%0.02%0.05%Q4 2021Q3 20236
PPG PPG INDS INC510.01%0.02%0.04%Q4 2021Q2 20236
LLY LILLY ELI & CO660.02%0.02%0.03%Q2 2022Q3 20236
VCSH VANGUARD SCOTTSDALE FDS550.09%0.12%0.18%Q4 2021Q4 20225
IEI ISHARES TR550.08%0.11%0.19%Q4 2021Q4 20225
SCHO SCHWAB STRATEGIC TR550.07%0.09%0.14%Q4 2021Q4 20225
JACOBS SOLUTIONS INC550.07%0.08%0.08%Q3 2022Q3 20235
AVIG AMERICAN CENTY ETF TR550.04%0.05%0.06%Q3 2022Q3 20235
AVSF AMERICAN CENTY ETF TR550.04%0.04%0.04%Q3 2022Q3 20235
PEP PEPSICO INC410.02%0.04%0.07%Q4 2021Q3 20235
NVDA NVIDIA CORPORATION320.01%0.03%0.06%Q4 2021Q3 20235
AVUV AMERICAN CENTY ETF TR320.01%0.02%0.03%Q2 2022Q3 20235
COST COSTCO WHSL CORP NEW440.30%0.44%0.76%Q4 2021Q3 20224
DIMENSIONAL ETF TRUST440.04%0.15%0.30%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.03%0.15%0.28%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.03%0.14%0.33%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.11%0.14%0.20%Q4 2021Q3 20224
DFAE DIMENSIONAL ETF TRUST440.01%0.14%0.30%Q4 2022Q3 20234
SDY SPDR SER TR440.09%0.13%0.21%Q4 2022Q3 20234
AMERICAN CENTY ETF TR440.03%0.09%0.13%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.02%0.09%0.16%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.07%0.07%0.07%Q4 2022Q3 20234
ABBV ABBVIE INC440.05%0.06%0.10%Q4 2021Q3 20224
SBUX STARBUCKS CORP440.04%0.06%0.09%Q4 2021Q3 20224
VYM VANGUARD WHITEHALL FDS440.02%0.05%0.10%Q4 2021Q3 20224
GS GOLDMAN SACHS GROUP INC440.04%0.05%0.08%Q4 2021Q3 20224
KO COCA COLA CO440.04%0.05%0.08%Q4 2021Q3 20224
MGC VANGUARD WORLD FD440.03%0.04%0.06%Q4 2021Q3 20224
BAC BK OF AMERICA CORP310.01%0.03%0.09%Q1 2022Q3 20234
BA BOEING CO440.02%0.03%0.05%Q4 2021Q3 20224
SCHK SCHWAB STRATEGIC TR440.02%0.03%0.04%Q4 2021Q3 20224
IWD ISHARES TR440.02%0.02%0.04%Q4 2021Q3 20224
DFAU DIMENSIONAL ETF TRUST220.01%0.02%0.03%Q4 2021Q3 20234
FNDX SCHWAB STRATEGIC TR220.02%0.02%0.03%Q4 2021Q3 20234
DIMENSIONAL ETF TRUST330.18%0.38%0.67%Q1 2023Q3 20233
GNTY GUARANTY BANCSHARES IN...330.14%0.18%0.25%Q1 2022Q3 20223
J JACOBS ENGR GROUP INC330.10%0.13%0.19%Q4 2021Q2 20223
BIV VANGUARD BD INDEX FDS330.06%0.07%0.09%Q1 2023Q3 20233
ONEQ FIDELITY COMWLTH TR330.04%0.05%0.08%Q4 2021Q2 20223
VWO VANGUARD INTL EQUITY I...330.02%0.03%0.05%Q4 2021Q2 20223
T AT&T INC330.02%0.03%0.05%Q4 2021Q2 20223
SPHY SPDR SER TR330.02%0.03%0.03%Q1 2023Q3 20233
VZ VERIZON COMMUNICATIONS...330.02%0.02%0.04%Q4 2021Q2 20223
TMO THERMO FISHER SCIENTIF...210.02%0.02%0.03%Q4 2021Q3 20233
AVDV AMERICAN CENTY ETF TR330.01%0.02%0.03%Q1 2023Q3 20233
NMZ NUVEEN MUN HIGH INCOME...220.07%0.09%0.12%Q4 2021Q1 20222
TFC TRUIST FINL CORP220.03%0.04%0.05%Q4 2021Q1 20222
VV VANGUARD INDEX FDS220.02%0.03%0.04%Q4 2021Q1 20222
RSP INVESCO EXCHANGE TRADE...220.02%0.02%0.03%Q4 2021Q1 20222
SYK STRYKER CORPORATION220.02%0.02%0.03%Q4 2021Q1 20222
PRFZ INVESCO EXCHANGE TRADE...220.02%0.02%0.03%Q4 2021Q1 20222
AMGN AMGEN INC110.01%0.02%0.02%Q3 2022Q3 20232
VGSH VANGUARD SCOTTSDALE FDS220.02%0.02%0.02%Q2 2022Q3 20222
AMERICAN CENTY ETF TR110.01%0.02%0.02%Q1 2023Q3 20232
DOCGO INC220.01%0.01%0.02%Q2 2022Q3 20222
VRAY VIEWRAY INC220.01%0.01%0.01%Q2 2022Q3 20222
XOS INC220.00%0.00%0.00%Q2 2022Q3 20222
VIG VANGUARD SPECIALIZED F...110.09%0.09%0.09%Q4 2022Q4 20221
YUM YUM BRANDS INC110.04%0.04%0.04%Q1 2022Q1 20221
IAGG ISHARES TR110.03%0.03%0.03%Q1 2023Q1 20231
VPL VANGUARD INTL EQUITY I...110.03%0.03%0.03%Q1 2023Q1 20231
JEF JEFFERIES FINL GROUP INC110.03%0.03%0.03%Q4 2021Q4 20211
VCIT VANGUARD SCOTTSDALE FDS110.03%0.03%0.03%Q3 2022Q3 20221
COP CONOCOPHILLIPS110.03%0.03%0.03%Q3 2023Q3 20231
VGK VANGUARD INTL EQUITY I...110.02%0.02%0.02%Q1 2023Q1 20231
CVX CHEVRON CORP NEW110.02%0.02%0.02%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.02%0.02%0.02%Q1 2023Q1 20231
USHY ISHARES TR110.02%0.02%0.02%Q1 2023Q1 20231
JPST J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q4 2021Q4 20211
CTAS CINTAS CORP110.02%0.02%0.02%Q3 2023Q3 20231
DIREXION SHS ETF TR110.02%0.02%0.02%Q4 2022Q4 20221
HD HOME DEPOT INC110.02%0.02%0.02%Q3 2023Q3 20231
AVEM AMERICAN CENTY ETF TR110.02%0.02%0.02%Q1 2023Q1 20231
UPS UNITED PARCEL SERVICE INC110.02%0.02%0.02%Q4 2021Q4 20211
INTC INTEL CORP110.02%0.02%0.02%Q3 2023Q3 20231
AMD ADVANCED MICRO DEVICES...110.02%0.02%0.02%Q4 2021Q4 20211
HON HONEYWELL INTL INC110.02%0.02%0.02%Q3 2023Q3 20231
AMERICAN CENTY ETF TR110.02%0.02%0.02%Q1 2023Q1 20231
ICF ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
ISRG INTUITIVE SURGICAL INC110.02%0.02%0.02%Q4 2021Q4 20211
ROP ROPER TECHNOLOGIES INC110.01%0.01%0.01%Q3 2023Q3 20231
ROK ROCKWELL AUTOMATION INC110.01%0.01%0.01%Q3 2023Q3 20231
ALC ALCON AG110.01%0.01%0.01%Q3 2023Q3 20231
MLM MARTIN MARIETTA MATLS INC110.01%0.01%0.01%Q3 2023Q3 20231
REZ ISHARES TR110.01%0.01%0.01%Q4 2021Q4 20211
DHR DANAHER CORPORATION110.01%0.01%0.01%Q3 2023Q3 20231
AXP AMERICAN EXPRESS CO110.01%0.01%0.01%Q3 2023Q3 20231
TLMD SOC TELEMED INC110.01%0.01%0.01%Q4 2021Q4 20211
DHF BNY MELLON HIGH YIELD ...110.01%0.01%0.01%Q1 2022Q1 20221
CLBS CALADRIUS BIOSCIENCES INC110.00%0.00%0.00%Q4 2021Q4 20211
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of Index Fund Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Index Fund Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Index Fund Advisors, Inc. owns currently or has owned in the past.