IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
This Quarter Return
+6.87%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.89B
AUM Growth
+$1.89B
(+6.7%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
92.64%
Holding
110
New
14
Increased
43
Reduced
29
Closed
2
Top Buys
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$7.73M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$7.66M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$3.77M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$3.72M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.29M |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Financials | 0.23% |
| 3 | Real Estate | 0.19% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Communication Services | 0.14% |
