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Michelle Ojeda

Index Fund Advisors, Inc.

Assets Managed
$2.222B
Holdings
127
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
4.29%(2Q avg: 3.83%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Index Fund Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Index Fund Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.222B in assets, with a quarterly growth rate of 4.29% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Michelle Ojeda, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 0.97%
18.89%
$419.737M
5.901M shares@ $71.14 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.91%
17.95%
$398.668M
6.384M shares@ $62.46 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.01%
15.81%
$351.156M
4.952M shares@ $70.91 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.09%
12.52%
$278.1M
5.739M shares@ $48.46 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.58%
8.44%
$187.399M
3.551M shares@ $52.79 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 8.02%
4.36%
$96.773M
2.762M shares@ $35.05 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 13.49%
2.2%
$48.864M
1.368M shares@ $35.71 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 2.26%
1.77%
$39.239M
389,812 shares@ $100.67 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -1.15%
1.59%
$35.144M
477,240 shares@ $73.64 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 7.23%
1.11%
$24.654M
625,098 shares@ $39.44 avg price

1-10 of 127