Index Fund Advisors, Inc.
Annual return '25
+36.7%
SPY '25
+17.7%
Alpha
+19.0ptsvs SPY
Invested
$2.2B
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
18.9%
02
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
17.9%
03
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
15.8%
04
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
12.5%
05
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.4%
06
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.4%
07
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.2%
08
$SGOV
ISHARES TR
Held since at least Q1 2024
1.8%
09
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
1.6%
10
$DISV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.