2026 Q1 Portfolio Activity
In 2026 Q1, Index Fund Advisors, Inc. maintained a portfolio of 161 distinct positions. The most significant new addition was GLACIER BANCORP INC NEW, now representing 0.43% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 144.1%.
Position History
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Total Positions
161
Quarter
2026 Q1
Top Holding
DFAS (18.9%)
Top 10 Concentration
84.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 161
Index Fund Advisors, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAS
DIMENSIONAL ETF...
|
ETF | 18.89% | 19.11% |
#1
Prev: #1
|
6.5 |
—
|
56,393 | 1.0% |
P
S
|
5,900,990 | $419,737,438 |
$57.14
+38.7%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 17.94% | 18.00% |
#2
Prev: #2
|
6.0 |
—
|
-58,833 | -0.9% |
P
S
|
6,383,799 | $398,668,256 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 15.80% | 17.24% |
#3
Prev: #3
|
5.5 |
—
|
-507 | -0.0% |
P
S
|
4,952,143 | $351,156,434 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 12.51% | 12.54% |
#4
Prev: #4
|
5.0 |
—
|
5,083 | 0.1% |
P
S
|
5,738,753 | $278,099,958 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 8.43% | 8.36% |
#5
Prev: #5
|
4.4 |
—
|
-20,811 | -0.6% |
P
S
|
3,550,562 | $187,398,673 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 4.35% | 3.95% |
#6
Prev: #6
|
3.7 |
—
|
204,909 | 8.0% |
P
S
|
2,761,776 | $96,772,640 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.20% | 1.94% |
#7
Prev: #7
|
2.9 |
—
|
162,614 | 13.5% |
P
S
|
1,368,350 | $48,863,775 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.77% | 1.80% |
#8
Prev: #8
|
1.2 |
—
|
8,608 | 2.3% |
P
S
|
389,812 | $39,238,501 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.58% | 1.68% |
#9
Prev: #9
|
1.1 |
—
|
-5,579 | -1.2% |
P
S
|
477,240 | $35,143,932 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.11% | 1.04% |
#10
1
Prev: #11
|
2.4 |
—
|
42,118 | 7.2% |
P
S
|
625,098 | $24,653,847 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.05% | 1.06% |
#11
1
Prev: #10
|
0.9 |
—
|
24,973 | 2.9% |
P
S
|
881,680 | $23,435,053 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.03% | 0.98% |
#12
Prev: #12
|
2.4 |
—
|
40,385 | 6.3% |
P
S
|
676,877 | $22,790,459 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.99% | 0.43% |
#13
5
Prev: #18
|
3.4 |
—
|
334,782 | 144.1% |
P
S
|
567,137 | $22,038,925 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.86% | 0.82% |
#14
1
Prev: #13
|
2.3 |
—
|
29,451 | 5.5% |
P
S
|
567,117 | $19,202,575 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.79% | 0.70% |
#15
1
Prev: #16
|
2.3 |
—
|
48,424 | 11.0% |
P
S
|
488,266 | $17,470,170 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.78% | 0.80% |
#16
2
Prev: #14
|
0.8 |
—
|
235 | 0.1% |
P
S
|
225,620 | $17,397,592 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.68% | 0.75% |
#17
2
Prev: #15
|
0.8 |
—
|
-177 | -0.4% |
P
S
|
47,365 | $15,195,085 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.50% | 0.45% |
#18
1
Prev: #17
|
0.7 |
—
|
55 | 0.5% |
P
S
|
11,160 | $11,119,849 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GBCI
GLACIER BANCORP...
|
Financial Services | 0.43% | — |
#19
Prev: #—
|
3.7 |
—
|
213,562 | — |
NEW
|
213,562 | $9,539,815 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.40% | 0.21% |
#20
10
Prev: #30
|
3.2 |
—
|
126,677 | 107.2% |
P
S
|
244,817 | $8,999,473 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVEE
AMERICAN CENTY ...
|
Bond/Debt | 0.39% | 0.31% |
#21
1
Prev: #22
|
2.7 |
—
|
29,303 | 27.3% |
P
S
|
136,660 | $8,668,375 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR
|
ETF | 0.36% | 0.40% |
#22
3
Prev: #19
|
0.6 |
—
|
38 | 0.3% |
P
S
|
12,339 | $8,060,211 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 0.34% | 0.31% |
#23
1
Prev: #24
|
2.1 |
—
|
10,665 | 14.0% |
P
S
|
86,746 | $7,635,384 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.30% | 0.30% |
#24
1
Prev: #25
|
0.6 |
—
|
-4,356 | -14.0% |
P
S
|
26,822 | $6,556,377 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.32% |
#25
5
Prev: #20
|
0.6 |
—
|
18 | 0.0% |
P
S
|
36,899 | $6,435,184 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 0.26% | 0.24% |
#26
2
Prev: #28
|
2.1 |
—
|
14,201 | 14.0% |
P
S
|
115,300 | $5,846,879 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.25% | 0.15% |
#27
8
Prev: #35
|
3.1 |
—
|
50,390 | 76.7% |
P
S
|
116,103 | $5,559,005 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 0.25% | 0.28% |
#28
2
Prev: #26
|
0.6 |
—
|
-116 | -0.5% |
P
S
|
21,712 | $5,510,307 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.25% | 0.25% |
#29
2
Prev: #27
|
0.6 |
—
|
64 | 0.3% |
P
S
|
20,893 | $5,472,318 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.24% | 0.31% |
#30
7
Prev: #23
|
0.1 |
—
|
-18,590 | -24.1% |
P
S
|
58,644 | $5,381,722 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.32% |
#31
10
Prev: #21
|
0.6 |
—
|
-4,274 | -14.7% |
P
S
|
24,857 | $5,176,964 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.22% | 0.06% |
#32
26
Prev: #58
|
3.1 |
—
|
100,464 | 259.2% |
P
S
|
139,222 | $4,946,558 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.21% | 0.23% |
#33
4
Prev: #29
|
0.6 |
—
|
31 | 0.5% |
P
S
|
6,529 | $4,555,632 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.18% | 0.21% |
#34
3
Prev: #31
|
2.1 |
—
|
1,505 | 16.5% |
P
S
|
10,600 | $3,923,652 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.17% | 0.16% |
#35
1
Prev: #34
|
0.6 |
—
|
158 | 0.4% |
P
S
|
37,433 | $3,738,083 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.17% | 0.17% |
#36
3
Prev: #33
|
0.6 |
—
|
115 | 0.7% |
P
S
|
17,090 | $3,712,708 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.07% |
#37
10
Prev: #47
|
3.1 |
—
|
46,073 | 126.4% |
P
S
|
82,509 | $3,483,529 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 0.15% | 0.06% |
#38
18
Prev: #56
|
3.1 |
—
|
36,534 | 146.3% |
P
S
|
61,498 | $3,329,150 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.14% | 0.06% |
#39
16
Prev: #55
|
3.1 |
—
|
34,958 | 135.8% |
P
S
|
60,692 | $3,183,300 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.14% | 0.07% |
#40
5
Prev: #45
|
3.1 |
—
|
25,300 | 93.7% |
P
S
|
52,295 | $3,061,345 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.12% | 0.13% |
#41
4
Prev: #37
|
0.5 |
—
|
93 | 0.4% |
P
S
|
21,303 | $2,691,635 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.12% | 0.12% |
#42
4
Prev: #38
|
0.5 |
—
|
2,819 | 4.6% |
P
S
|
64,421 | $2,676,066 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.12% | 0.12% |
#43
3
Prev: #40
|
2.0 |
—
|
430 | 10.7% |
P
S
|
4,432 | $2,648,295 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.12% | 0.12% |
#44
5
Prev: #39
|
0.5 |
—
|
1,011 | 3.5% |
P
S
|
29,614 | $2,626,755 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.12% | 0.19% |
#45
13
Prev: #32
|
0.0 |
—
|
-1,704 | -27.5% |
P
S
|
4,490 | $2,569,004 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.11% | 0.11% |
#46
5
Prev: #41
|
0.5 |
—
|
26 | 0.3% |
P
S
|
8,340 | $2,394,957 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.09% | 0.09% |
#47
4
Prev: #43
|
0.5 |
—
|
67 | 0.6% |
P
S
|
11,434 | $2,107,078 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.09% | 0.04% |
#48
22
Prev: #70
|
3.0 |
—
|
38,393 | 142.6% |
P
S
|
65,309 | $2,104,270 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.09% | 0.07% |
#49
3
Prev: #46
|
2.5 |
—
|
1,608 | 32.1% |
P
S
|
6,611 | $1,901,148 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.08% | 0.06% |
#50
3
Prev: #53
|
3.0 |
—
|
1,675 | 54.5% |
P
S
|
4,751 | $1,766,285 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 161 holdings