HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAT) |
7,843,529 | -109,300 | $410,452 |
| DFAT | 7,843,529 | -109,300 | $410,452 |
| DIMENSIONAL ETF TRUST (DFAS) |
6,821,804 | +63,496 | $406,716 |
| DFAS | 6,821,804 | +63,496 | $406,716 |
| DIMENSIONAL ETF TRUST (DFUS) |
6,020,703 | +14,994 | $312,053 |
| DFUS | 6,020,703 | +14,994 | $312,053 |
| DIMENSIONAL ETF TRUST (DFUV) |
6,794,057 | -135,943 | $252,875 |
| DFUV | 6,794,057 | -135,943 | $252,875 |
| DIMENSIONAL ETF TRUST (DFIV) |
3,694,909 | +15,998 | $126,957 |
| DFIV | 3,694,909 | +15,998 | $126,957 |
| DIMENSIONAL ETF TRUST (DFSV) |
1,307,071 | +322,383 | $38,062 |
| DFSV | 1,307,071 | +322,383 | $38,062 |
| VANGUARD BD INDEX FDS (BND) |
271,881 | +11,032 | $19,997 |
| BND | 271,881 | +11,032 | $19,997 |
| DIMENSIONAL ETF TRUST (DFLV) |
605,684 | +197,584 | $16,384 |
| DFLV | 605,684 | +197,584 | $16,384 |
| DIMENSIONAL ETF TRUST (DFGR) |
467,074 | +246,266 | $12,135 |
| DFGR | 467,074 | +246,266 | $12,135 |
| APPLE INC |
59,751 | -3,562 | $11,504 |
| AAPL | 59,751 | -3,562 | $11,504 |
| DIMENSIONAL ETF TRUST (DFIS) |
288,578 | +93,400 | $6,975 |
| DFIS | 288,578 | +93,400 | $6,975 |
| DIMENSIONAL ETF TRUST (DFAE) |
277,010 | +73,310 | $6,679 |
| DFAE | 277,010 | +73,310 | $6,679 |
| DIMENSIONAL ETF TRUST (DISV) |
257,644 | +65,082 | $6,643 |
| DISV | 257,644 | +65,082 | $6,643 |
| ISHARES TR (IVV) |
11,277 | -211 | $5,386 |
| IVV | 11,277 | -211 | $5,386 |
| VANGUARD INDEX FDS (VB) |
21,548 | +59 | $4,597 |
| VB | 21,548 | +59 | $4,597 |
| VANGUARD INDEX FDS (VTI) |
15,736 | +34 | $3,733 |
| VTI | 15,736 | +34 | $3,733 |
| SUNSTONE HOTEL INVS INC NEW |
346,482 | +2,553 | $3,718 |
| SHO | 346,482 | +2,553 | $3,718 |
| DIMENSIONAL ETF TRUST (DFEV) |
144,866 | +43,371 | $3,651 |
| DFEV | 144,866 | +43,371 | $3,651 |
| VANGUARD INDEX FDS (VBR) |
19,619 | +60 | $3,531 |
| VBR | 19,619 | +60 | $3,531 |
| DIMENSIONAL ETF TRUST (DFAC) |
106,166 | -503 | $3,103 |
| DFAC | 106,166 | -503 | $3,103 |
| AMERICAN CENTY ETF TR (AVGE) |
44,784 | +10,934 | $2,900 |
| AVGE | 44,784 | +10,934 | $2,900 |
| AMAZON COM INC |
13,900 | +320 | $2,112 |
| AMZN | 13,900 | +320 | $2,112 |
| VANGUARD INDEX FDS (VO) |
8,832 | +21 | $2,055 |
| VO | 8,832 | +21 | $2,055 |
| MICROSOFT CORP |
5,006 | -633 | $1,882 |
| MSFT | 5,006 | -633 | $1,882 |
| VANGUARD INDEX FDS (VOE) |
12,827 | +31 | $1,860 |
| VOE | 12,827 | +31 | $1,860 |
| SPDR S&P 500 ETF TR (SPY) |
3,726 | -907 | $1,771 |
| SPY | 3,726 | -907 | $1,771 |
| AMERICAN CENTY ETF TR (AVIG) |
38,954 | +17,183 | $1,629 |
| AVIG | 38,954 | +17,183 | $1,629 |
| SPDR SER TR (SDY) |
12,241 | UNCH | $1,530 |
| SDY | 12,241 | UNCH | $1,530 |
| SPDR SER TR (SPYV) |
32,135 | -80 | $1,498 |
| SPYV | 32,135 | -80 | $1,498 |
| VANGUARD INDEX FDS (VTV) |
9,522 | -517 | $1,424 |
| VTV | 9,522 | -517 | $1,424 |
 BERKSHIRE HATHAWAY INC DEL |
$1,204 | ||
| BRK.B | 1,854 | -1 | $661 |
| BRK.A | 1 | UNCH | $543 |
| ISHARES TR (IJR) |
10,983 | -1,108 | $1,189 |
| IJR | 10,983 | -1,108 | $1,189 |
| VANGUARD BD INDEX FDS (BIV) |
14,801 | +159 | $1,130 |
| BIV | 14,801 | +159 | $1,130 |
| ISHARES TR (ITOT) |
10,177 | -100 | $1,071 |
| ITOT | 10,177 | -100 | $1,071 |
| DIMENSIONAL ETF TRUST (DFSD) |
22,046 | +233 | $1,036 |
| DFSD | 22,046 | +233 | $1,036 |
| SPDR SER TR (SPHY) |
42,801 | +22,800 | $1,001 |
| SPHY | 42,801 | +22,800 | $1,001 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
16,309 | +244 | $916 |
| VEU | 16,309 | +244 | $916 |
| VANGUARD INTL EQUITY INDEX F (VT) |
8,358 | -322 | $860 |
| VT | 8,358 | -322 | $860 |
| VANGUARD INDEX FDS (VOO) |
1,925 | -30 | $841 |
| VOO | 1,925 | -30 | $841 |
| SCHWAB STRATEGIC TR |
17,363 | +79 | $820 |
| SCHA | 17,363 | +79 | $820 |
| SCHWAB STRATEGIC TR |
22,669 | +442 | $791 |
| SCHC | 22,669 | +442 | $791 |
| VANGUARD INDEX FDS (VNQ) |
8,766 | +192 | $775 |
| VNQ | 8,766 | +192 | $775 |
| ISHARES TR (IJS) |
6,946 | +468 | $716 |
| IJS | 6,946 | +468 | $716 |
| ISHARES TR (IVLU) |
25,593 | +460 | $678 |
| IVLU | 25,593 | +460 | $678 |
| AMERICAN CENTY ETF TR (AVSF) |
14,073 | +197 | $653 |
| AVSF | 14,073 | +197 | $653 |
| ISHARES INC (IEMG) |
12,250 | -768 | $620 |
| IEMG | 12,250 | -768 | $620 |
| ISHARES TR (ISCF) |
18,786 | +328 | $604 |
| ISCF | 18,786 | +328 | $604 |
| ISHARES TR (SCZ) |
9,740 | +22 | $603 |
| SCZ | 9,740 | +22 | $603 |
| SPDR INDEX SHS FDS (EWX) |
9,535 | +114 | $538 |
| EWX | 9,535 | +114 | $538 |
| SCHWAB CHARLES CORP |
7,746 | +512 | $533 |
| SCHW | 7,746 | +512 | $533 |
See Full List: All Stocks Held By Index Fund Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Index Fund Advisors Inc.
|
Size ($ in 1000's)
At 12/31/2023: $1,702,706 At 09/30/2023: $1,505,823 Index Fund Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Index Fund Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
