IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
This Quarter Return
-4.51%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
+$1.29B
(-2.2%)
Cap. Flow
+$33.8M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
95.23%
Holding
96
New
6
Increased
42
Reduced
18
Closed
8
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$12M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$9.99M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$7.13M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$6.6M |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
$4.72M |
Top Sells
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Consumer Staples | 0.44% |
| 3 | Financials | 0.44% |
| 4 | Consumer Discretionary | 0.27% |
| 5 | Healthcare | 0.27% |
