Index Fund Advisors
Index Fund Advisors reported 135 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are Dimensional U S Small Cap ETF (19.3%), Dimensional U S Targeted (17.6%) and DFUS (16.2%). Compared with Q1 2026, the fund opened new positions in VBIL and AMD, added to DFUS, DFUV and DFIV, trimmed DFGR, VXUS and IVV and sold out of APH, NET and CELH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S SMALL CAP ETF | $485M | 19.3% | 5.9M | −13K (−0%) | 8 of 8 | |
| 2 | DIMENSIONAL U S TARGETED | $442M | 17.6% | 6.3M | −55K (−1%) | 8 of 8 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $409M | 16.2% | 5M | +38K (+1%) | 8 of 8 | |
| 4 |  DFUV Dimensional US Marketwide Value ETF | $318M | 12.6% | 5.8M | +49K (+1%) | 8 of 8 | |
| 5 |  DFIV Dimensional ETF Trust | $194M | 7.7% | 3.6M | +40K (+1%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $110M | 4.4% | 2.8M | +82K (+3%) | 8 of 8 | |
| 7 |  DFLV Dimensional ETF Trust | $57.2M | 2.3% | 1.4M | +78K (+6%) | 8 of 8 | |
| 8 |  SGOV Ishares TR | $43.1M | 1.7% | 429K | +39K (+10%) | 6 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $38.2M | 1.5% | 520K | +43K (+9%) | 8 of 8 | |
| 10 | DIMENSIONAL ETF TRUST | $26.8M | 1.1% | 604K | +37K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 APH Amphenol Corp New | $2.7M | 21K |
 NET Cloudflare Inc | $1.1M | 5,276 |
 CELH Celsius Hldgs Inc | $315K | 8,875 |
 NFLX Netflix Inc | $259K | 2,696 |
HONEYWELL INTL INC | $226K | 998 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Index Fund Advisors 13F FAQ
What does Index Fund Advisors own?
Index Fund Advisors reported 135 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are Dimensional U S Small Cap ETF (19.3%), Dimensional U S Targeted (17.6%) and DFUS (16.2%). The table above lists every position in the filing (the top 10 without an account).
What did Index Fund Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 78 added to, 27 trimmed and 8 sold out. New positions include VBIL and AMD. It sold all of APH, NET and CELH.
When will Index Fund Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Index Fund Advisors's portfolio worth?
The Q2 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.