SEC 13F Intelligence

Managers / Q1 2026

Index Fund Advisors, Inc.

CIK 0001665097 · 19200 VON KARMAN AVE., SUITE 150, IRVINE, CA, 92612 · 949-502-0050

Reported Value
$2.2B
Q1 2026
Positions
127
Filings on Record
19
2019–present window
Filed
May 12, 2026
original filing

Summary

Index Fund Advisors, Inc. reported $2.2B in U.S.-listed holdings across 127 positions for Q1 2026.

Its largest position, DFAS, represents 18.9% of the portfolio.

Compared with Q4 2025, the fund opened 15 new positions and exited 34.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $1.4BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.3BQ3 ’22: $1.3BQ3 ’22Q4 ’22: $1.4BQ1 ’23: $1.5BQ2 ’23: $1.5BQ2 ’23Q3 ’23: $1.5BQ4 ’23: $1.7BQ1 ’24: $1.8BQ1 ’24Q2 ’24: $1.8BQ3 ’24: $1.9BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.8BQ3 ’25: $2.1BQ3 ’25Q4 ’25: $2.1BQ1 ’26: $2.2Bfilingsflow.com

Portfolio Composition

By security type
ETP: 96.7%Common Stock: 3.3%Other: 0.0%
  • ETP · 96.7% · $2.1B
  • Common Stock · 3.3% · $72M
  • Other · 0.0% · $324,407

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.2B127May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B146Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B145Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.8B144Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B95Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.9B106Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B108Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.8B96Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.8B96May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.7B90Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.5B97Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.5B84Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.5B88Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.4B79Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B88Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B90Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022REVEALED$1.5B185Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B98Jan 26, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.