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
51
$611K 0.03%
11,849
-401
52
$602K 0.03%
18,267
-519
53
$554K 0.03%
3,673
+36
54
$540K 0.03%
9,672
+137
55
$516K 0.03%
18,578
+173
56
$511K 0.03%
657
+21
57
$496K 0.03%
2,475
-140
58
$491K 0.03%
34,853
+20,918
59
$486K 0.03%
49,534
+1,861
60
$470K 0.03%
967
61
$466K 0.03%
2,648
+1,326
62
$461K 0.03%
1,038
-56
63
$459K 0.03%
14,519
+796
64
$456K 0.03%
3,628
-100
65
$431K 0.02%
3,708
+697
66
$406K 0.02%
5,084
67
$402K 0.02%
2,640
+140
68
$396K 0.02%
1,420
69
$394K 0.02%
6,696
-6
70
$364K 0.02%
+7,403
71
$345K 0.02%
697
72
$331K 0.02%
3,535
+240
73
$327K 0.02%
6,003
74
$313K 0.02%
9,506
75
$312K 0.02%
4,741
+481
1 2
3
4