Managers / Q2 2025 · view latest →
Index Fund Advisors, Inc.
CIK 0001665097 · 19200 VON KARMAN AVE., SUITE 150, IRVINE, CA, 92612 · 949-502-0050
Reported Value
$1.8B
Q2 2025
Positions
144
Filings on Record
19
2019–present window
Filed
Jul 25, 2025
original filing
Summary
Index Fund Advisors, Inc. reported $1.8B in U.S.-listed holdings across 144 positions for Q2 2025.
The portfolio is heavily concentrated: Dimensional Etf alone accounts for 20.8% of reported value.
Compared with Q1 2025, the fund opened 53 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 96.0% · $1.7B
- Common Stock · 4.0% · $71M
- Other · 0.0% · $536,098
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.2B | 127 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 146 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.1B | 145 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.8B | 144 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.6B | 95 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.9B | 106 | Jan 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.9B | 108 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.8B | 96 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.8B | 96 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.7B | 90 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.5B | 97 | Oct 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.5B | 84 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.5B | 88 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.4B | 79 | Jan 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 88 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.3B | 90 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022REVEALED | $1.5B | 185 | Apr 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 98 | Jan 26, 2022 | 13F-HR | changes · 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 ↗.