Index Fund Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$2,365,164
Net value change ($000)
-153,568 (-6.1%)
New positions
6
Sold out positions
10
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 8,166 2.0%
DFIV 5,736 3.0%
DFLV 4,824 8.4%
DFAC 3,491 13.0%
DISV 3,318 12.6%
DFIS 1,446 5.8%
AVEE 1,308 12.1%
MSFT 1,203 25.1%
NVDA 1,177 15.9%
DFIC 990 16.1%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -110,322 -100.0%
DFAS -28,864 -6.0%
DFAT -25,886 -5.9%
DUHP -11,656 -100.0%
BND -3,055 -8.0%
DFUV -2,425 -0.8%
DFGR -2,283 -9.6%
SGOV -2,183 -5.1%
GBCI -1,790 -16.2%
VB -392 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type