AiSiWhale

AI & tech investing

Index Fund Advisors, Inc.

CIK 1665097

13F filing for Q2 2026・No. 1,432

Holdings
US$2.52B
Quarter change
+US$296.59M
Entries
135
Net bought (estimate)
+US$34.77M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 16
  • Sold out 8
  • Cut 29
  • Added 79
  • Corporate actions 0
  • Unchanged 11

Largest holdings

135 stocks worth US$2.52B, options and bonds left out.

StockThis quarterValueWeight
DIMENSIONAL ETF TRUSTUS SMALL CAP ETFCutUS$484.8M19.25%
DIMENSIONAL ETF TRUSTUS TARGETED VLUCutUS$442.36M17.56%
DIMENSIONAL ETF TRUSTUS EQUI MARK ETFAddedUS$408.87M16.23%
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUEAddedUS$318.37M12.64%
DIMENSIONAL ETF TRUSTINTERNATNAL VALAddedUS$193.94M7.70%
DIMENSIONAL ETF TRUSTUS SMALL CAP ETFAddedUS$110.32M4.38%
DIMENSIONAL ETF TRUSTUS LARG VALU ETFAddedUS$57.18M2.27%
ISHARES TR0-3 MTH TREASURYAddedUS$43.14M1.71%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$38.17M1.52%
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETFAddedUS$26.81M1.06%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.