Q4 2024 · 13F-HR
Index Fund Advisors, Inc.holdings as filed
Filed 2025-01-29 · accession 0001665097-25-000002
$1.85B
Reported value
106
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $425.9M | 23.0% | 6,543,610 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $400.5M | 21.6% | 7,196,286 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $370.0M | 20.0% | 5,803,530 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $252.1M | 13.6% | 6,160,386 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $128.4M | 6.94% | 3,618,375 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $58.2M | 3.15% | 1,891,766 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $27.6M | 1.49% | 919,463 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $18.4M | 0.99% | 718,636 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $15.4M | 0.83% | 61,538 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $15.3M | 0.83% | 212,431 | Common | NONE |
| 25434V773 | DFIS | DIMENSIONAL ETF TRUST | $14.0M | 0.76% | 569,882 | Common | NONE |
| 25434V781 | DISV | DIMENSIONAL ETF TRUST | $12.5M | 0.67% | 468,799 | Common | NONE |
| 25434V302 | DFAE | DIMENSIONAL ETF TRUST | $12.0M | 0.65% | 473,470 | Common | NONE |
| 25434V740 | DFEV | DIMENSIONAL ETF TRUST | $8.2M | 0.44% | 311,118 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $6.4M | 0.35% | 10,849 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $5.2M | 0.28% | 21,792 | Common | NONE |
| 025072232 | AVGE | AMERICAN CENTY ETF TR | $4.8M | 0.26% | 66,863 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $3.9M | 0.21% | 19,549 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 0.21% | 110,575 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $3.6M | 0.19% | 12,443 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.2M | 0.18% | 14,804 | Common | NONE |
| 867892101 | SHO | SUNSTONE HOTEL INVS INC NEW | $2.7M | 0.14% | 225,157 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.5M | 0.14% | 4,648 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.5M | 0.13% | 5,827 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $2.3M | 0.13% | 8,858 | Common | NONE |
| 025072562 | AVIG | AMERICAN CENTY ETF TR | $2.3M | 0.13% | 57,636 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $2.1M | 0.12% | 13,245 | Common | NONE |
| 78468R606 | SPHY | SPDR SER TR | $2.1M | 0.12% | 91,248 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.6M | 0.09% | 2,806 | Common | NONE |
| 78464A508 | SPYV | SPDR SER TR | $1.6M | 0.09% | 31,654 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $1.6M | 0.09% | 12,241 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.5M | 0.08% | 8,643 | Common | NONE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $1.4M | 0.08% | 30,580 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.4M | 0.07% | 2,348 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $1.3M | 0.07% | 11,634 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $1.3M | 0.07% | 10,020 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $1.2M | 0.06% | 1,875 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $978,725 | 0.05% | 8,331 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $973,645 | 0.05% | 2,148 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $966,334 | 0.05% | 16,832 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $932,536 | 0.05% | 27,598 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $890,357 | 0.05% | 34,430 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $825,914 | 0.04% | 9,272 | Common | NONE |
| 25434V591 | DUSB | DIMENSIONAL ETF TRUST | $812,491 | 0.04% | 16,060 | Common | NONE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $786,401 | 0.04% | 22,907 | Common | NONE |
| 56170L695 | VGSR | MANAGER DIRECTED PORTFOLIOS | $772,637 | 0.04% | 76,348 | Common | NONE |
| 46435G409 | IVLU | ISHARES TR | $734,002 | 0.04% | 27,075 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $703,939 | 0.04% | 1,377 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $690,125 | 0.04% | 2,879 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $680,920 | 0.04% | 1 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $666,336 | 0.04% | 3,520 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $654,766 | 0.04% | 8,847 | Common | NONE |
| 46434V266 | ISCF | ISHARES TR | $623,578 | 0.03% | 19,318 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $604,570 | 0.03% | 3,628 | Common | NONE |
| 78463X756 | EWX | SPDR INDEX SHS FDS | $581,231 | 0.03% | 9,917 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $559,982 | 0.03% | 10,724 | Common | NONE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $559,331 | 0.03% | 19,254 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $552,367 | 0.03% | 2,900 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $538,103 | 0.03% | 4,007 | Common | NONE |
| 302520101 | FNB | F N B CORP | $515,127 | 0.03% | 34,853 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $512,582 | 0.03% | 1,269 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $500,201 | 0.03% | 8,234 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $498,085 | 0.03% | 645 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $492,179 | 0.03% | 5,099 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $456,358 | 0.02% | 4,242 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $448,190 | 0.02% | 4,127 | Common | NONE |
| 92826C839 | V | VISA INC | $446,881 | 0.02% | 1,414 | Common | NONE |
| 025072323 | AVSC | AMERICAN CENTY ETF TR | $419,985 | 0.02% | 7,726 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $395,158 | 0.02% | 781 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $391,268 | 0.02% | 1,998 | Common | NONE |
| 464286475 | EEMS | ISHARES INC | $389,401 | 0.02% | 6,698 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $386,609 | 0.02% | 5,032 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $376,070 | 0.02% | 4,974 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $362,538 | 0.02% | 3,280 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $361,986 | 0.02% | 15,947 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $351,642 | 0.02% | 1,517 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $350,994 | 0.02% | 5,393 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $342,591 | 0.02% | 14,780 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $329,664 | 0.02% | 2,584 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $310,726 | 0.02% | 7,056 | Common | NONE |
| 46138E735 | PDN | INVESCO EXCH TRADED FD TR II | $300,580 | 0.02% | 9,506 | Common | NONE |
| 025072141 | AVEE | AMERICAN CENTY ETF TR | $292,725 | 0.02% | 5,492 | Common | NONE |
| 025072885 | AVUS | AMERICAN CENTY ETF TR | $289,770 | 0.02% | 2,989 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $289,040 | 0.02% | 12,206 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $286,499 | 0.02% | 503 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $281,508 | 0.02% | 6,953 | Common | NONE |
| 025072687 | AVSF | AMERICAN CENTY ETF TR | $274,899 | 0.01% | 5,958 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $274,005 | 0.01% | 1,213 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $269,088 | 0.01% | 5,128 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $259,793 | 0.01% | 1,139 | Common | NONE |
| 594972408 | MSTR | MICROSTRATEGY INC | $258,051 | 0.01% | 891 | Common | NONE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $255,961 | 0.01% | 3,833 | Common | NONE |
| 25434V583 | DFGP | DIMENSIONAL ETF TRUST | $253,491 | 0.01% | 4,798 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $252,614 | 0.01% | 3,269 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $249,543 | 0.01% | 1,404 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $246,093 | 0.01% | 1,702 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $233,316 | 0.01% | 447 | Common | NONE |
| 464287127 | ILCB | ISHARES TR | $227,248 | 0.01% | 2,800 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $226,733 | 0.01% | 9,988 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $226,047 | 0.01% | 1,290 | Common | NONE |
| 922042874 | VGK | VANGUARD INTL EQUITY INDEX F | $225,671 | 0.01% | 3,556 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $216,240 | 0.01% | 11,689 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $215,716 | 0.01% | 650 | Common | NONE |
| 25434V765 | DIHP | DIMENSIONAL ETF TRUST | $207,142 | 0.01% | 8,210 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $205,906 | 0.01% | 790 | Common | NONE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $204,920 | 0.01% | 744 | Common | NONE |
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.