IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.47M
3
+$1.77M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.41M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.06M

Top Sells

1
+$6.05M
2
+$4.25M
3
+$1.81M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.65M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.51M

Sector Composition

1 Technology 0.78%
2 Financials 0.22%
3 Real Estate 0.21%
4 Consumer Discretionary 0.17%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.11%
3,736
+10
27
$1.88M 0.1%
3,920
+1,995
28
$1.81M 0.1%
43,975
+5,021
29
$1.61M 0.09%
12,241
30
$1.6M 0.09%
31,944
-191
31
$1.55M 0.09%
9,507
-15
32
$1.24M 0.07%
52,989
+10,188
33
$1.21M 0.07%
10,911
-72
34
$1.16M 0.06%
10,044
-133
35
$1.04M 0.06%
22,132
+86
36
$971K 0.05%
+1,852
37
$965K 0.05%
16,450
+141
38
$913K 0.05%
8,259
-99
39
$857K 0.05%
34,794
+68
40
$822K 0.05%
1,955
+101
41
$808K 0.04%
22,558
-111
42
$776K 0.04%
10,297
-4,504
43
$756K 0.04%
8,740
-26
44
$731K 0.04%
25,881
+288
45
$705K 0.04%
6,863
-83
46
$664K 0.04%
14,346
+273
47
$634K 0.04%
1
48
$630K 0.03%
8,704
+958
49
$623K 0.03%
9,832
+92
50
$615K 0.03%
6,810
+2,090
1
2
3 4