MondegarAI
Index Fund Advisors, Inc.

Q3 2025 · 13F-HR

Index Fund Advisors, Inc.holdings as filed

Filed 2025-10-22 · accession 0001665097-25-000011

$2.06B
Reported value
145
Positions
2025-09-30
Period end
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The Brief · Index Fund Advisors, Inc. · Q3 2025

AI · grounded in 13F

Index Fund Advisors, Inc. established a new position in DFAS worth $400.96M. The fund also initiated new stakes in DFAT for $379.56M and DFUS for $361.68M. Additional new positions include DFUV at $260.42M and DFIV at $167.36M. Total assets under management stand at $2.06B across 145 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V500DFASDIMENSIONAL ETF TRUST$401.0M19.5%5,856,832CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$379.6M18.4%6,520,506CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$361.7M17.5%4,992,856CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$260.4M12.6%5,827,280CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$167.4M8.12%3,628,776CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$77.3M3.75%2,427,771CommonNONE
46436E718SGOVISHARES TR$39.3M1.90%389,783CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$37.5M1.82%1,139,488CommonNONE
921937835BNDVANGUARD BD INDEX FDS$35.3M1.71%474,007CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$21.6M1.05%791,200CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$19.9M0.96%556,854CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$19.3M0.94%610,277CommonNONE
921909768VXUSVANGUARD STAR FDS$16.3M0.79%221,620CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$16.2M0.79%513,691CommonNONE
922908769VTIVANGUARD INDEX FDS$15.6M0.76%47,437CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$13.0M0.63%408,797CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.5M0.51%11,346CommonNONE
464287200IVVISHARES TR$8.4M0.41%12,560CommonNONE
67066G104NVDANVIDIA CORPORATION$7.2M0.35%38,749CommonNONE
023135106AMZNAMAZON COM INC$6.5M0.32%29,732CommonNONE
92189F106GDXVANECK ETF TRUST$6.3M0.31%82,369CommonNONE
037833100AAPLAPPLE INC$6.1M0.29%23,870CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$5.9M0.29%70,703CommonNONE
478160104JNJJOHNSON & JOHNSON$5.8M0.28%31,176CommonNONE
025072141AVEEAMERICAN CENTY ETF TR$5.7M0.27%88,131CommonNONE
922908751VBVANGUARD INDEX FDS$5.4M0.26%21,251CommonNONE
594918104MSFTMICROSOFT CORP$4.9M0.24%9,385CommonNONE
92204A702VGTVANGUARD WORLD FD$4.9M0.24%6,496CommonNONE
30303M102METAMETA PLATFORMS INC$4.5M0.22%6,085CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$4.2M0.20%108,641CommonNONE
922908611VBRVANGUARD INDEX FDS$3.6M0.18%17,483CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$3.3M0.16%36,711CommonNONE
92826C839VVISA INC$2.9M0.14%8,517CommonNONE
922908553VNQVANGUARD INDEX FDS$2.6M0.13%28,907CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$2.6M0.13%69,739CommonNONE
032095101APHAMPHENOL CORP NEW$2.6M0.13%21,209CommonNONE
922908629VOVANGUARD INDEX FDS$2.6M0.13%8,882CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$2.5M0.12%60,048CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.12%3,991CommonNONE
18915M107NETCLOUDFLARE INC$2.3M0.11%10,733CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$2.3M0.11%44,565CommonNONE
922908512VOEVANGUARD INDEX FDS$2.0M0.10%11,565CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.09%2,789CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$1.8M0.09%38,148CommonNONE
78464A508SPYVSPDR SERIES TRUST$1.5M0.07%27,680CommonNONE
464287150ITOTISHARES TR$1.5M0.07%10,109CommonNONE
922908744VTVVANGUARD INDEX FDS$1.4M0.07%7,682CommonNONE
88160R101TSLATESLA INC$1.4M0.07%3,073CommonNONE
25434V534DEXCDIMENSIONAL ETF TRUST$1.4M0.07%23,932CommonNONE
78464A763SDYSPDR SERIES TRUST$1.3M0.06%9,320CommonNONE
02079K107GOOGALPHABET INC$1.3M0.06%5,161CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.06%5,053CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.06%17,087CommonNONE
464287804IJRISHARES TR$1.2M0.06%10,238CommonNONE
303250104FICOFAIR ISAAC CORP$1.2M0.06%804CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.1M0.06%19,471CommonNONE
78468R606SPHYSPDR SERIES TRUST$1.1M0.05%47,243CommonNONE
38267D109GSHDGOOSEHEAD INS INC$1.1M0.05%14,311CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.05%1,770CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.05%2,050CommonNONE
58733R102MELIMERCADOLIBRE INC$1.0M0.05%434CommonNONE
64110L106NFLXNETFLIX INC$963,9320.05%804CommonNONE
808524607SCHASCHWAB STRATEGIC TR$959,3030.05%34,384CommonNONE
532457108LLYELI LILLY & CO$949,8870.05%1,245CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$926,9810.04%11,511CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$921,5990.04%86,535CommonNONE
743315103PGRPROGRESSIVE CORP$893,7120.04%3,619CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$889,1350.04%19,537CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$866,3490.04%8,843CommonNONE
46435G409IVLUISHARES TR$840,0040.04%23,675CommonNONE
15118V207CELHCELSIUS HLDGS INC$809,6320.04%14,083CommonNONE
82509L107SHOPSHOPIFY INC$805,9120.04%5,423CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$801,3440.04%6,241CommonNONE
833445109SNOWSNOWFLAKE INC$799,8000.04%3,546CommonNONE
46434V266ISCFISHARES TR$722,1180.04%17,559CommonNONE
857477103STTSTATE STR CORP$656,7330.03%5,661CommonNONE
46434G103IEMGISHARES INC$649,9620.03%9,860CommonNONE
808524730FNDESCHWAB STRATEGIC TR$632,8630.03%17,502CommonNONE
571903202MARMARRIOTT INTL INC NEW$628,1810.03%2,412CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$623,0430.03%7,411CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$616,0780.03%1,953CommonNONE
11135F101AVGOBROADCOM INC$564,4760.03%1,711CommonNONE
78463X756EWXSPDR INDEX SHS FDS$563,7370.03%8,378CommonNONE
81762P102NOWSERVICENOW INC$524,5600.03%570CommonNONE
464288273SCZISHARES TR$524,3250.03%6,834CommonNONE
49177J102KVUEKENVUE INC$514,8810.02%31,724CommonNONE
464286475EEMSISHARES INC$488,1380.02%7,188CommonNONE
040413205ANETARISTA NETWORKS INC$478,8030.02%3,286CommonNONE
617700109MORNMORNINGSTAR INC$478,1730.02%2,061CommonNONE
278865100ECLECOLAB INC$464,7400.02%1,697CommonNONE
464287879IJSISHARES TR$461,7260.02%4,175CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$443,4970.02%7,869CommonNONE
464287465EFAISHARES TR$433,0300.02%4,638CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$427,6050.02%14,068CommonNONE
922908637VVVANGUARD INDEX FDS$425,0740.02%1,381CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$424,6750.02%1,968CommonNONE
63947X101NCNONCINO INC$422,8350.02%15,597CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$420,5670.02%3,901CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$396,6930.02%887CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$390,7920.02%9,506CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$379,9420.02%7,013CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$372,7990.02%8,718CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$371,7440.02%6,204CommonNONE
420261109HWKNHAWKINS INC$359,4100.02%1,967CommonNONE
060505104BACBANK AMERICA CORP$350,7540.02%6,799CommonNONE
464288877EFVISHARES TR$349,5290.02%5,153CommonNONE
000360206AAONAAON INC$344,2330.02%3,684CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$343,9620.02%2,440CommonNONE
68278B107K4FONESTREAM INC$342,2450.02%18,570CommonNONE
G29183103ETNEATON CORP PLC$339,8190.02%908CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$336,6650.02%13,095CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$327,4920.02%7,157CommonNONE
78409V104SPGIS&P GLOBAL INC$314,4150.02%646CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$313,3240.02%892CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$300,8790.01%11,608CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$287,9980.01%10,934CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$286,1980.01%3,586CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$285,1450.01%10,842CommonNONE
76156B107RVLVREVOLVE GROUP INC$284,5680.01%13,360CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$282,5180.01%474CommonNONE
974155103WINGWINGSTOP INC$281,3780.01%1,118CommonNONE
949746101WMT2WELLS FARGO CO NEW$281,0570.01%3,353CommonNONE
22160N109CSGPCOSTAR GROUP INC$276,9870.01%3,283CommonNONE
778296103ROSTROSS STORES INC$270,9490.01%1,778CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$270,8910.01%637CommonNONE
852234103XYZBLOCK INC$261,5450.01%3,619CommonNONE
294429105EFXEQUIFAX INC$260,1210.01%1,014CommonNONE
464287127ILCBISHARES TR$258,7760.01%2,800CommonNONE
98138H101WDAYWORKDAY INC$255,4150.01%1,061CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$251,3290.01%10,796CommonNONE
25434V567DGCBDIMENSIONAL ETF TRUST$249,6910.01%4,503CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$246,2450.01%3,081CommonNONE
88339J105TTDTHE TRADE DESK INC$246,1280.01%5,022CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$245,7340.01%4,554CommonNONE
H5919C104ONONON HLDG AG$244,4870.01%5,773CommonNONE
776696106ROPROPER TECHNOLOGIES INC$244,3580.01%490CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$241,9460.01%4,354CommonNONE
437076102HDHOME DEPOT INC$236,2070.01%583CommonNONE
75513E101RTXRTX CORPORATION$230,8590.01%1,380CommonNONE
512807306LRCXLAM RESEARCH CORP$228,5670.01%1,707CommonNONE
45168D104IDXXIDEXX LABS INC$209,5560.01%328CommonNONE
438516106HONHONEYWELL INTL INC$208,6060.01%991CommonNONE
23804L103DDOGDATADOG INC$206,9070.01%1,453CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$202,3460.01%4,455CommonNONE
775711104ROLROLLINS INC$200,8910.01%3,420CommonNONE

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.