MondegarAI
Index Fund Advisors, Inc.

Q2 2025 · 13F-HR

Index Fund Advisors, Inc.holdings as filed

Filed 2025-07-25 · accession 0001665097-25-000007

$1.78B
Reported value
144
Positions
2025-06-30
Period end
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The Brief · Index Fund Advisors, Inc. · Q2 2025

AI · grounded in 13F

Index Fund Advisors, Inc. established a new position in DFAS valued at $371.2M. The fund also initiated new holdings in DFUS for $338.6M and DFAT for $333M. Additional new positions include DFUV at $222.7M and DFIV at $135.5M. Total assets under management stand at $1.78B across 144 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V500DFASDIMENSIONAL ETF TRUST$371.2M20.8%5,825,960CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$338.6M19.0%5,052,581CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$333.0M18.7%6,171,419CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$222.7M12.5%5,267,199CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$135.5M7.61%3,162,788CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$64.3M3.61%2,185,576CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$33.1M1.86%1,068,530CommonNONE
921937835BNDVANGUARD BD INDEX FDS$32.8M1.84%445,692CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$20.9M1.17%778,024CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$17.8M1.00%595,983CommonNONE
921909768VXUSVANGUARD STAR FDS$16.8M0.94%242,968CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$16.6M0.93%504,587CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$15.3M0.86%526,905CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$11.0M0.62%365,272CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.7M0.60%10,814CommonNONE
464287200IVVISHARES TR$7.6M0.43%12,313CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$5.3M0.30%68,166CommonNONE
922908751VBVANGUARD INDEX FDS$5.1M0.28%21,312CommonNONE
023135106AMZNAMAZON COM INC$5.0M0.28%22,787CommonNONE
67066G104NVDANVIDIA CORPORATION$4.7M0.26%29,564CommonNONE
025072141AVEEAMERICAN CENTY ETF TR$4.3M0.24%72,006CommonNONE
92204A702VGTVANGUARD WORLD FD$4.3M0.24%6,472CommonNONE
922908769VTIVANGUARD INDEX FDS$3.8M0.22%12,603CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.8M0.21%105,843CommonNONE
594918104MSFTMICROSOFT CORP$3.5M0.20%6,997CommonNONE
30303M102METAMETA PLATFORMS INC$3.4M0.19%4,617CommonNONE
922908611VBRVANGUARD INDEX FDS$3.4M0.19%17,441CommonNONE
037833100AAPLAPPLE INC$3.2M0.18%15,355CommonNONE
922908629VOVANGUARD INDEX FDS$2.5M0.14%8,872CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$2.4M0.14%58,252CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$2.3M0.13%45,125CommonNONE
922908363VOOVANGUARD INDEX FDS$2.2M0.13%3,927CommonNONE
18915M107NETCLOUDFLARE INC$2.1M0.12%10,729CommonNONE
032095101APHAMPHENOL CORP NEW$2.1M0.12%21,184CommonNONE
922908512VOEVANGUARD INDEX FDS$1.9M0.11%11,520CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.8M0.10%50,713CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.7M0.10%2,778CommonNONE
92826C839VVISA INC$1.7M0.09%4,699CommonNONE
38267D109GSHDGOOSEHEAD INS INC$1.5M0.08%14,309CommonNONE
303250104FICOFAIR ISAAC CORP$1.5M0.08%804CommonNONE
78464A763SDYSPDR SERIES TRUST$1.5M0.08%10,752CommonNONE
78464A508SPYVSPDR SERIES TRUST$1.4M0.08%27,616CommonNONE
464287150ITOTISHARES TR$1.4M0.08%10,109CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M0.08%7,693CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$1.3M0.07%27,539CommonNONE
25434V534DEXCDIMENSIONAL ETF TRUST$1.3M0.07%23,782CommonNONE
617700109MORNMORNINGSTAR INC$1.2M0.07%3,913CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.1M0.06%17,004CommonNONE
58733R102MELIMERCADOLIBRE INC$1.1M0.06%434CommonNONE
464287804IJRISHARES TR$1.1M0.06%10,315CommonNONE
78468R606SPHYSPDR SERIES TRUST$1.1M0.06%46,822CommonNONE
88160R101TSLATESLA INC$1.1M0.06%3,450CommonNONE
64110L106NFLXNETFLIX INC$1.1M0.06%798CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1.0M0.06%15,257CommonNONE
81762P102NOWSERVICENOW INC$980,7880.06%954CommonNONE
743315103PGRPROGRESSIVE CORP$967,3680.05%3,625CommonNONE
46090E103QQQINVESCO QQQ TR$952,1930.05%1,726CommonNONE
532457108LLYELI LILLY & CO$949,7160.05%1,218CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$908,3900.05%1,870CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$891,7530.05%11,505CommonNONE
808524607SCHASCHWAB STRATEGIC TR$867,4210.05%34,285CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$836,0050.05%19,629CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$823,4660.05%8,826CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$821,5170.05%6,234CommonNONE
833445109SNOWSNOWFLAKE INC$792,5930.04%3,542CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$784,6390.04%75,013CommonNONE
922908553VNQVANGUARD INDEX FDS$784,1300.04%8,805CommonNONE
02079K305GOOGLALPHABET INC$782,3460.04%4,439CommonNONE
46435G409IVLUISHARES TR$777,9610.04%23,653CommonNONE
03783C100APPFAPPFOLIO INC$776,7340.04%3,373CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$775,7380.04%13,197CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$746,2760.04%8,280CommonNONE
46434V266ISCFISHARES TR$698,4840.04%18,016CommonNONE
571903202MARMARRIOTT INTL INC NEW$665,5400.04%2,436CommonNONE
15118V207CELHCELSIUS HLDGS INC$652,6150.04%14,068CommonNONE
82509L107SHOPSHOPIFY INC$625,5430.04%5,423CommonNONE
98978V103ZTSZOETIS INC$620,6810.03%3,980CommonNONE
294429105EFXEQUIFAX INC$620,1540.03%2,391CommonNONE
46434G103IEMGISHARES INC$606,5950.03%10,105CommonNONE
776696106ROPROPER TECHNOLOGIES INC$604,2510.03%1,066CommonNONE
857477103STTSTATE STR CORP$599,8640.03%5,641CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$597,5580.03%10,843CommonNONE
808524730FNDESCHWAB STRATEGIC TR$577,7320.03%17,502CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$572,3860.03%22,777CommonNONE
76156B107RVLVREVOLVE GROUP INC$547,0840.03%27,286CommonNONE
464288273SCZISHARES TR$535,8890.03%7,373CommonNONE
78463X756EWXSPDR INDEX SHS FDS$528,3540.03%8,518CommonNONE
68278B107K4FONESTREAM INC$525,5310.03%18,570CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$482,5480.03%888CommonNONE
464286475EEMSISHARES INC$466,3370.03%7,191CommonNONE
278865100ECLECOLAB INC$456,4310.03%1,694CommonNONE
235851102DHRDANAHER CORPORATION$453,3540.03%2,295CommonNONE
464287465EFAISHARES TR$446,8410.03%4,999CommonNONE
63947X101NCNONCINO INC$436,0520.02%15,590CommonNONE
464287879IJSISHARES TR$413,4910.02%4,156CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$411,5880.02%13,957CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$410,2450.02%1,415CommonNONE
11135F101AVGOBROADCOM INC$403,2760.02%1,463CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$402,7910.02%1,968CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$402,3550.02%9,920CommonNONE
420261109HWKNHAWKINS INC$400,5800.02%2,819CommonNONE
922908637VVVANGUARD INDEX FDS$393,7430.02%1,380CommonNONE
778296103ROSTROSS STORES INC$391,7980.02%3,071CommonNONE
974155103WINGWINGSTOP INC$376,1390.02%1,117CommonNONE
366651107ITGARTNER INC$373,4990.02%924CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$369,9460.02%9,506CommonNONE
88339J105TTDTHE TRADE DESK INC$361,3180.02%5,019CommonNONE
90337L108USPHU S PHYSICAL THERAPY$352,2910.02%4,505CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$346,0750.02%6,997CommonNONE
78409V104SPGIS&P GLOBAL INC$341,1570.02%647CommonNONE
040413205ANETARISTA NETWORKS INC$335,5770.02%3,280CommonNONE
464288877EFVISHARES TR$327,1140.02%5,153CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$325,2930.02%2,440CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$311,6260.02%13,077CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$307,2770.02%635CommonNONE
02079K107GOOGALPHABET INC$306,0820.02%1,725CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$302,3550.02%7,138CommonNONE
H5919C104ONONON HLDG AG$300,4850.02%5,773CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$292,9740.02%2,717CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$281,5220.02%3,551CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$277,5610.02%3,581CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$275,1780.02%893CommonNONE
000360206AAONAAON INC$271,1790.02%3,677CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$267,4470.02%10,943CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$266,0630.01%10,842CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$265,6790.01%469CommonNONE
22160N109CSGPCOSTAR GROUP INC$263,5510.01%3,278CommonNONE
46436E718SGOVISHARES TR$254,5490.01%2,528CommonNONE
98138H101WDAYWORKDAY INC$253,2000.01%1,055CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$248,1090.01%5,276CommonNONE
42226A107HQYHEALTHEQUITY INC$245,5570.01%2,344CommonNONE
852234103XYZBLOCK INC$244,4120.01%3,598CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$242,2330.01%3,047CommonNONE
464287127ILCBISHARES TR$240,1840.01%2,800CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$238,5900.01%10,796CommonNONE
G29183103ETNEATON CORP PLC$235,6130.01%660CommonNONE
888787108TOSTTOAST INC$227,7830.01%5,143CommonNONE
438516106HONHONEYWELL INTL INC$227,5240.01%977CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$219,6980.01%4,032CommonNONE
25754A201DPZDOMINOS PIZZA INC$208,6280.01%463CommonNONE
143658300CCL1EURCARNIVAL CORP$206,9350.01%7,359CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$205,2640.01%8,832CommonNONE
437076102HDHOME DEPOT INC$203,4690.01%555CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$203,2270.01%173CommonNONE

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.