IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
1-Year Return
10.11%
This Quarter Return
+6.39%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.41B
AUM Growth
–
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.65%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$419M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$412M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$319M |
| 4 |
Dimensional International Value ETF
DFIV
|
$119M |
| 5 |
Vanguard Total Bond Market
BND
|
$23.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.48% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Financials | 0.39% |
| 4 | Consumer Staples | 0.38% |
| 5 | Healthcare | 0.25% |
