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Super Investors Index Fund Advisors, Inc.
IF

Index Fund Advisors, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$2.52B
Positions
135
Quarter ended
June 30, 2026
Filed
August 13, 2026

Reported portfolio value by quarter (19 quarters reported)

$2.52B $124M
Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q2 26

$1.41B in Q4 2021 → $2.52B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 19.2% Trimmed 0.2% 5,887,790 $485M
DE Dimensional ETF Trust 17.6% Trimmed 0.9% 6,328,437 $442M
DE Dimensional ETF Trust 16.2% Added 0.8% 4,989,844 $409M
DE Dimensional ETF Trust 12.6% Added 0.9% 5,787,541 $318M
DE Dimensional ETF Trust 7.7% Added 1.1% 3,590,153 $194M
DE Dimensional ETF Trust 4.4% Added 3.0% 2,844,072 $110M
DE Dimensional ETF Trust 2.3% Added 5.7% 1,446,042 $57.2M
IT Ishares Tr 1.7% Added 9.9% 428,528 $43.1M
VB Vanguard Bd Index Fds 1.5% Added 9.0% 519,959 $38.2M
DE Dimensional ETF Trust 1.1% Added 6.6% 604,324 $26.8M
DE Dimensional ETF Trust 1.0% Added 4.6% 654,082 $26.2M
DE Dimensional ETF Trust 1.0% Added 4.7% 708,936 $24.8M
DE Dimensional ETF Trust 0.9% Trimmed 7.1% 819,333 $23.7M
DE Dimensional ETF Trust 0.9% Added 2.4% 580,565 $23.3M
DE Dimensional ETF Trust 0.8% Added 2.6% 501,178 $21.4M
VI Vanguard Index Fds 0.7% Added 0.3% 47,515 $17.6M
VS Vanguard Star Fds 0.7% Trimmed 9.3% 204,714 $17.5M
Johnson & Johnson 0.6% Added 113% 57,038 $14.5M
DE Dimensional ETF Trust 0.5% Added 14% 279,330 $11.7M
GB Glacier Bancorp Inc New 0.4% Unchanged 213,562 $11M
AC American Centy ETF Tr 0.4% Added 14% 155,463 $10.8M
Costco Wholesale Corporation 0.4% Added 0.1% 11,173 $10.5M
IT Ishares Tr 0.4% Trimmed 0.2% 12,318 $9.22M
AC American Centy ETF Tr 0.4% Added 4.6% 90,746 $8.99M
Nvidia Corporation 0.3% Added 0.4% 37,051 $7.41M
Apple Inc 0.3% Added 14% 24,832 $7.19M
DE Dimensional ETF Trust 0.3% Added 25% 144,597 $6.9M
VI Vanguard Index Fds 0.3% Added 0.1% 20,913 $6.34M
VW Vanguard World Fd 0.2% Added 700% 52,262 $6.25M
DE Dimensional ETF Trust 0.2% Added 19% 165,123 $6.15M
Amazon Com Inc 0.2% Trimmed 8.6% 22,711 $5.41M
Microsoft Corp 0.2% Added 21% 12,826 $4.78M
DE Dimensional ETF Trust 0.2% Added 30% 107,000 $4.52M
DE Dimensional ETF Trust 0.2% Added 31% 80,308 $4.39M
VE Vaneck ETF Trust 0.2% Trimmed 1.7% 57,675 $4.35M
DE Dimensional ETF Trust 0.2% Added 31% 79,477 $4.26M
VI Vanguard Index Fds 0.2% Trimmed 0.7% 16,974 $4.12M
AC American Centy ETF Tr 0.2% Added 1.4% 37,974 $3.91M
VS Vanguard Scottsdale Fds 0.1% Added 6.8% 55,843 $3.25M
VI Vanguard Index Fds 0.1% Added 5.8% 4,688 $3.22M
VI Vanguard Index Fds 0.1% Added 12% 33,232 $3.2M
AC American Centy ETF Tr 0.1% Added 6.0% 68,259 $2.83M
Meta Platforms Inc 0.1% Added 11% 5,006 $2.82M
VI Vanguard Index Fds 0.1% Added 313% 34,471 $2.78M
DE Dimensional ETF Trust 0.1% Trimmed 53% 54,069 $2.75M
Alphabet Inc 0.1% Added 9.9% 7,266 $2.6M
DE Dimensional ETF Trust 0.1% Added 0.9% 65,909 $2.25M
VI Vanguard Index Fds 0.1% Trimmed 0.8% 11,340 $2.24M
DE Dimensional ETF Trust 0.1% Added 11% 54,248 $2.2M
SS State Str SPDR S&P 500 ETF T 0.1% Added 1.6% 2,697 $2.01M
Tesla Inc 0.1% Added 0.1% 4,754 $2M
DE Dimensional ETF Trust 0.1% Trimmed 6.4% 23,949 $1.98M
BH Berkshire Hathaway Inc Del 0.1% Added 61% 3,728 $1.87M
Alphabet Inc 0.1% Added 4.5% 5,163 $1.82M
VI Vanguard Index Fds 0.1% Added 0.2% 7,708 $1.68M
SS SPDR Series Trust 0.1% Added 2.9% 27,522 $1.67M
IT Ishares Tr 0.1% Unchanged 10,110 $1.66M
IQ Invesco Qqq Tr 0.1% Added 6.0% 2,019 $1.49M
IT Ishares Tr 0.1% Added 0.7% 10,023 $1.49M
VI Vanguard Intl Equity Index F 0.1% Added 0.5% 17,489 $1.46M

Showing top 60 of 135 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 13, 2026

Company Action Shares changed Value of change % of portfolio
Johnson & Johnson Added +30,216 +$7.67M 0.6%
VW Vanguard World Fd Added +45,733 +$5.47M 0.2%
IT Ishares Tr Added +38,716 +$3.9M 1.7%
DE Dimensional ETF Trust Trimmed −55,362 −$3.87M 17.6%
DE Dimensional ETF Trust Added +82,296 +$3.19M 4.4%
VB Vanguard Bd Index Fds Added +42,719 +$3.14M 1.5%
DE Dimensional ETF Trust Trimmed −61,231 −$3.11M 0.1%
DE Dimensional ETF Trust Added +37,701 +$3.09M 16.2%
DE Dimensional ETF Trust Added +77,692 +$3.07M 2.3%
Amphenol Corp Exited −21,303 −$2.69M —

Showing the 10 largest of 132 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 12, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +334,782 +$13M 1.0%
GB Glacier Bancorp Inc New New +213,562 +$9.54M 0.4%
DE Dimensional ETF Trust Added +204,909 +$7.18M 4.4%
DE Dimensional ETF Trust Added +162,614 +$5.81M 2.2%
DE Dimensional ETF Trust Added +126,677 +$4.66M 0.4%
DE Dimensional ETF Trust Added +56,393 +$4.01M 18.9%
DE Dimensional ETF Trust Trimmed −58,833 −$3.67M 17.9%
DE Dimensional ETF Trust Added +100,464 +$3.57M 0.2%
DE Dimensional ETF Trust Added +50,390 +$2.41M 0.3%
DE Dimensional ETF Trust Added +36,534 +$1.98M 0.1%

Showing the 10 largest of 152 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 29, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +123,714 +$4.9M 0.4%
DE Dimensional ETF Trust Trimmed −77,874 −$4.64M 18.0%
DE Dimensional ETF Trust Trimmed −93,610 −$4.36M 12.5%
DE Dimensional ETF Trust Added +129,096 +$4.25M 3.9%
DE Dimensional ETF Trust Trimmed −40,206 −$2.98M 17.2%
DE Dimensional ETF Trust Trimmed −57,403 −$2.86M 8.4%
DE Dimensional ETF Trust Added +56,534 +$2.86M 0.2%
DE Dimensional ETF Trust Added +66,248 +$2.27M 1.9%
DE Dimensional ETF Trust Added +48,401 +$1.84M 0.2%
DE Dimensional ETF Trust Added +65,507 +$1.73M 1.1%

Showing the 10 largest of 127 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 22, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +387,255 +$39M 1.9%
DE Dimensional ETF Trust Added +560,081 +$25M 12.6%
DE Dimensional ETF Trust Added +465,988 +$21.5M 8.1%
DE Dimensional ETF Trust Added +349,087 +$20.3M 18.4%
VI Vanguard Index Fds Added +34,834 +$11.4M 0.8%
DE Dimensional ETF Trust Added +242,195 +$7.71M 3.7%
VE Vaneck ETF Trust New +82,369 +$6.29M 0.3%
Johnson & Johnson New +31,176 +$5.78M 0.3%
DE Dimensional ETF Trust Trimmed −59,725 −$4.33M 17.5%
AC American Centy ETF Tr Added +33,160 +$2.95M 0.2%

Showing the 10 largest of 146 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 25, 2025

Company Action Shares changed Value of change % of portfolio
CW Costco Whsl Corp New New +10,814 +$10.7M 0.6%
DE Dimensional ETF Trust Trimmed −140,867 −$7.6M 18.7%
DE Dimensional ETF Trust Trimmed −108,372 −$7.26M 19.0%
DE Dimensional ETF Trust Added +228,401 +$6.72M 3.6%
DE Dimensional ETF Trust Trimmed −141,950 −$6M 12.5%
Nvidia Corporation Added +24,458 +$3.86M 0.3%
Amazon Com Inc Added +15,968 +$3.5M 0.3%
VW Vanguard World Fd Added +4,797 +$3.18M 0.2%
DE Dimensional ETF Trust Added +87,369 +$2.71M 1.9%
AC American Centy ETF Tr Added +40,457 +$2.44M 0.2%

Showing the 10 largest of 136 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 30, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −884,000 −$45.5M 20.1%
DE Dimensional ETF Trust Trimmed −692,676 −$41.4M 21.6%
DE Dimensional ETF Trust Trimmed −642,577 −$38.9M 19.3%
DE Dimensional ETF Trust Trimmed −751,237 −$31M 13.8%
VB Vanguard Bd Index Fds Added +232,553 +$17.1M 2.0%
DE Dimensional ETF Trust Trimmed −426,294 −$16.8M 7.8%
VS Vanguard Star Fds New +241,260 +$15M 0.9%
Apple Inc Trimmed −45,957 −$10.2M 0.2%
SH Sunstone Hotel Invs Inc New Exited −225,157 −$2.67M —
DE Dimensional ETF Trust Added +61,698 +$1.89M 1.9%

Showing the 10 largest of 105 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 29, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −173,233 −$9.64M 21.6%
DE Dimensional ETF Trust Trimmed −118,731 −$7.73M 23.0%
DE Dimensional ETF Trust Trimmed −167,743 −$6.86M 13.6%
VB Vanguard Bd Index Fds Trimmed −76,616 −$5.51M 0.8%
DE Dimensional ETF Trust Trimmed −55,783 −$3.56M 20.0%
DE Dimensional ETF Trust Added +82,280 +$2.53M 3.1%
DE Dimensional ETF Trust Added +61,465 +$1.51M 0.8%
DE Dimensional ETF Trust Added +47,903 +$1.44M 1.5%
SH Sunstone Hotel Invs Inc New Trimmed −121,325 −$1.44M 0.1%
DE Dimensional ETF Trust Added +43,966 +$1.17M 0.7%

Showing the 10 largest of 95 changes.

Q3 2024

quarter ended September 30, 2024 · filed October 22, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −185,400 −$7.73M 14.0%
DE Dimensional ETF Trust Trimmed −137,744 −$7.66M 21.7%
DE Dimensional ETF Trust Added +192,534 +$5.93M 3.0%
DE Dimensional ETF Trust Trimmed −60,549 −$3.77M 19.3%
DE Dimensional ETF Trust Trimmed −57,373 −$3.72M 22.9%
DE Dimensional ETF Trust Added +110,395 +$3.4M 1.4%
DE Dimensional ETF Trust Added +78,088 +$2.1M 0.7%
DE Dimensional ETF Trust Added +63,733 +$1.85M 0.7%
DE Dimensional ETF Trust Added +66,415 +$1.82M 0.6%
DE Dimensional ETF Trust Added +55,249 +$1.57M 0.4%

Showing the 10 largest of 88 changes.

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