Sponsored

The Analysis of Index Fund Advisors, Inc.'s Holdings & P&L

Currently, Index Fund Advisors, Inc. holds 127 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in DFAC (+334.8K shares, valued at $13.0M), GBCI (+213.6K shares, valued at $9.5M), DFSV (+204.9K shares, valued at $7.2M); decreased their positions in DFAT (-58.8K shares, valued at $3.7M), GDX (-18.6K shares, valued at $1.7M), V (-4.5K shares, valued at $1.4M); initiated new positions in GBCI (+213.6K shares, valued at $9.5M), ABBV (+4.7K shares, valued at $1.0M), VUSB (+16.9K shares, valued at $840.4K).

1M P&L

+53.4M+2.32%

3M P&L

+22.2M+0.95%

HY P&L

+259.6M+12.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.0B

96.4%

2Discount Stores10.3M

0.5%

3Internet Retail8.0M

0.4%

Top Industries by Stock Count

1N/A79 stocks

59.0%

2Software - Application9 stocks

6.7%

3Software - Infrastructure4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAS DIMENSIONAL ETF TRUST5.9M shares0.96%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST6.4M shares-0.91%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST5.0M shares-0.01%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST5.7M shares0.09%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST3.6M shares-0.58%2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST2.8M shares8.01%2026-03-312026-05-12

DFLV DIMENSIONAL ETF TRUST1.4M shares13.49%2026-03-312026-05-12

SGOV ISHARES TR389.8K shares2.26%2026-03-312026-05-12

Sponsored

BND VANGUARD BD INDEX FDS477.2K shares-1.16%2026-03-312026-05-12

DISV DIMENSIONAL ETF TRUST625.1K shares7.22%2026-03-312026-05-12

DFGR DIMENSIONAL ETF TRUST881.7K shares2.91%2026-03-312026-05-12

DFIS DIMENSIONAL ETF TRUST676.9K shares6.34%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST567.1K shares144.08%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST567.1K shares5.48%2026-03-312026-05-12

DFEV DIMENSIONAL ETF TRUST488.3K shares11.01%2026-03-312026-05-12

VXUS VANGUARD STAR FDS225.6K shares0.10%2026-03-312026-05-12

Sponsored

VTI VANGUARD INDEX FDS47.4K shares-0.37%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION11.2K shares0.50%2026-03-312026-05-12

GBCI GLACIER BANCORP INC NEW213.6K sharesnew addition2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST244.8K shares107.23%2026-03-312026-05-12

AVEE AMERICAN CENTY ETF TR136.7K shares27.29%2026-03-312026-05-12

IVV ISHARES TR12.3K shares0.31%2026-03-312026-05-12

AVGE AMERICAN CENTY ETF TR86.7K shares14.02%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON26.8K shares-13.97%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION36.9K shares0.05%2026-03-312026-05-12

DUSB DIMENSIONAL ETF TRUST115.3K shares14.05%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST116.1K shares76.68%2026-03-312026-05-12

AAPL APPLE INC21.7K shares-0.53%2026-03-312026-05-12

VB VANGUARD INDEX FDS20.9K shares0.31%2026-03-312026-05-12

GDX VANECK ETF TRUST58.6K shares-24.07%2026-03-312026-05-12

AMZN AMAZON COM INC24.9K shares-14.67%2026-03-312026-05-12

DFIC DIMENSIONAL ETF TRUST139.2K shares259.21%2026-03-312026-05-12

Sponsored

VGT VANGUARD WORLD FD6.5K shares0.48%2026-03-312026-05-12

MSFT MICROSOFT CORP10.6K shares16.55%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR37.4K shares0.42%2026-03-312026-05-12

VBR VANGUARD INDEX FDS17.1K shares0.68%2026-03-312026-05-12

DFCF DIMENSIONAL ETF TRUST82.5K shares126.45%2026-03-312026-05-12

DGCB DIMENSIONAL ETF TRUST61.5K shares146.35%2026-03-312026-05-12

DFGX DIMENSIONAL ETF TRUST60.7K shares135.84%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS52.3K shares93.72%2026-03-312026-05-12

Sponsored

APH AMPHENOL CORP21.3K shares0.44%2026-03-312026-05-12

AVIG AMERICAN CENTY ETF TR64.4K shares4.58%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares10.74%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS29.6K shares3.53%2026-03-312026-05-12

META META PLATFORMS INC4.5K shares-27.51%2026-03-312026-05-12

VO VANGUARD INDEX FDS8.3K shares0.31%2026-03-312026-05-12

VOE VANGUARD INDEX FDS11.4K shares0.59%2026-03-312026-05-12

DIHP DIMENSIONAL ETF TRUST65.3K shares142.64%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC6.6K shares32.14%2026-03-312026-05-12

TSLA TESLA INC4.8K shares54.45%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-0.30%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST48.7K shares260.71%2026-03-312026-05-12

DEXC DIMENSIONAL ETF TRUST25.6K shares7.94%2026-03-312026-05-12

SPYV SPDR SERIES TRUST26.7K shares0.52%2026-03-312026-05-12

VTV VANGUARD INDEX FDS7.7K shares0.29%2026-03-312026-05-12

ITOT ISHARES TR10.1K shares0.01%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC4.9K shares3.26%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F17.4K shares0.15%2026-03-312026-05-12

IJR ISHARES TR10.0K shares0.14%2026-03-312026-05-12

V VISA INC3.7K shares-54.86%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares12.86%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR1.9K shares7.51%2026-03-312026-05-12

NET CLOUDFLARE INC5.3K shares-50.84%2026-03-312026-05-12

ABBV ABBVIE INC4.7K sharesnew addition2026-03-312026-05-12

Sponsored

SCHA SCHWAB STRATEGIC TR35.0K shares1.26%2026-03-312026-05-12

LLY ELI LILLY & CO1.1K shares-15.50%2026-03-312026-05-12

IVLU ISHARES TR23.5K shares0.00%2026-03-312026-05-12

SCHC SCHWAB STRATEGIC TR19.5K shares0.48%2026-03-312026-05-12

VGSR MANAGER DIRECTED PORTFOLIOS88.1K shares4.34%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO3.0K shares52.57%2026-03-312026-05-12

DEHP DIMENSIONAL ETF TRUST25.9K shares245.24%2026-03-312026-05-12

VUSB VANGUARD BD INDEX FDS16.9K sharesnew addition2026-03-312026-05-12

Sponsored

SHV ISHARES TR7.5K sharesnew addition2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.4K shares-0.04%2026-03-312026-05-12

STT STATE STR CORP5.7K shares0.00%2026-03-312026-05-12

ISCF ISHARES TR16.9K shares0.00%2026-03-312026-05-12

FNDE SCHWAB STRATEGIC TR18.3K shares2.93%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR6.3K sharesnew addition2026-03-312026-05-12

IEMG ISHARES INC9.5K shares-0.10%2026-03-312026-05-12

BROADCOM INC BROADCOM INC2.1K shares-3.70%2026-03-312026-05-12

Sponsored

SPHY SPDR SERIES TRUST24.4K shares2.96%2026-03-312026-05-12

EWX SPDR INDEX SHS FDS8.2K shares0.38%2026-03-312026-05-12

SCZ ISHARES TR6.4K shares-5.22%2026-03-312026-05-12

IJS ISHARES TR4.2K shares0.17%2026-03-312026-05-12

KO COCA COLA CO6.3K sharesnew addition2026-03-312026-05-12

KVUE KENVUE INC27.2K shares-14.46%2026-03-312026-05-12

EEMS ISHARES INC6.7K shares-4.87%2026-03-312026-05-12

VV VANGUARD INDEX FDS1.4K shares0.07%2026-03-312026-05-12

Sponsored

PDN INVESCO EXCH TRADED FD TR II9.5K shares0.00%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares0.11%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares0.06%2026-03-312026-05-12

KLAC KLA CORP270 sharesnew addition2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS4.9K shares27.39%2026-03-312026-05-12

EFV ISHARES TR4.9K shares0.00%2026-03-312026-05-12

BAC BANK AMERICA CORP7.5K shares8.39%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS2.4K shares0.00%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-16.26%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR14.5K shares32.60%2026-03-312026-05-12

EFA ISHARES TR3.5K shares0.00%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.0K sharesnew addition2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR13.1K shares0.13%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC907 shares-0.22%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F5.9K shares3.77%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR11.3K shares4.45%2026-03-312026-05-12

Sponsored

CELH CELSIUS HLDGS INC8.9K shares-36.96%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST6.9K shares0.25%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F3.6K shares0.28%2026-03-312026-05-12

RTX RTX CORPORATION1.5K shares10.22%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 40469 shares-1.05%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR11.2K shares2.44%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR11.5K shares5.53%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS4.4K shares-29.73%2026-03-312026-05-12

Sponsored

MUB ISHARES TR2.6K sharesnew addition2026-03-312026-05-12

WFC WELLS FARGO & CO3.4K shares-0.27%2026-03-312026-05-12

NFLX NETFLIX INC.2.7K shares-66.09%2026-03-312026-05-12

ILCB ISHARES TR2.8K shares0.00%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-05-12

DFGP DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-05-12

HON HONEYWELL INTL INC998 sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC635 sharesnew addition2026-03-312026-05-12

Sponsored

UBER UBER TECHNOLOGIES INC3.1K shares-65.28%2026-03-312026-05-12

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR4.4K sharesnew addition2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE765 shares0.26%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC449 shares-49.38%2026-03-312026-05-12

AVSF AMERICAN CENTY ETF TR4.4K sharesnew addition2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.5K shares0.47%2026-03-312026-05-12

DFAS

DIMENSIONAL ETF TRUST

0.96%

Shares5.9M

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

-0.91%

Shares6.4M

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

-0.01%

Shares5.0M

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

0.09%

Shares5.7M

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-0.58%

Shares3.6M

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

8.01%

Shares2.8M

Event2026-03-31

Filed2026-05-12

DFLV

DIMENSIONAL ETF TRUST

13.49%

Shares1.4M

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

2.26%

Shares389.8K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

-1.16%

Shares477.2K

Event2026-03-31

Filed2026-05-12

DISV

DIMENSIONAL ETF TRUST

7.22%

Shares625.1K

Event2026-03-31

Filed2026-05-12

DFGR

DIMENSIONAL ETF TRUST

2.91%

Shares881.7K

Event2026-03-31

Filed2026-05-12

DFIS

DIMENSIONAL ETF TRUST

6.34%

Shares676.9K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

144.08%

Shares567.1K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

5.48%

Shares567.1K

Event2026-03-31

Filed2026-05-12

DFEV

DIMENSIONAL ETF TRUST

11.01%

Shares488.3K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

0.10%

Shares225.6K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-0.37%

Shares47.4K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.50%

Shares11.2K

Event2026-03-31

Filed2026-05-12

GBCI

GLACIER BANCORP INC NEW

New

Shares213.6K

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

107.23%

Shares244.8K

Event2026-03-31

Filed2026-05-12

AVEE

AMERICAN CENTY ETF TR

27.29%

Shares136.7K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.31%

Shares12.3K

Event2026-03-31

Filed2026-05-12

AVGE

AMERICAN CENTY ETF TR

14.02%

Shares86.7K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-13.97%

Shares26.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.05%

Shares36.9K

Event2026-03-31

Filed2026-05-12

DUSB

DIMENSIONAL ETF TRUST

14.05%

Shares115.3K

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

76.68%

Shares116.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.53%

Shares21.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.31%

Shares20.9K

Event2026-03-31

Filed2026-05-12

GDX

VANECK ETF TRUST

-24.07%

Shares58.6K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-14.67%

Shares24.9K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

259.21%

Shares139.2K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

0.48%

Shares6.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

16.55%

Shares10.6K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

0.42%

Shares37.4K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

0.68%

Shares17.1K

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

126.45%

Shares82.5K

Event2026-03-31

Filed2026-05-12

DGCB

DIMENSIONAL ETF TRUST

146.35%

Shares61.5K

Event2026-03-31

Filed2026-05-12

DFGX

DIMENSIONAL ETF TRUST

135.84%

Shares60.7K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

93.72%

Shares52.3K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

0.44%

Shares21.3K

Event2026-03-31

Filed2026-05-12

AVIG

AMERICAN CENTY ETF TR

4.58%

Shares64.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

10.74%

Shares4.4K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

3.53%

Shares29.6K

Event2026-03-31

Filed2026-05-12