IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
This Quarter Return
-0.42%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.85B
AUM Growth
+$1.85B
(-1.9%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
92.52%
Holding
111
New
3
Increased
56
Reduced
30
Closed
5
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$9.64M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$7.73M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$6.86M |
| 4 |
Vanguard Total Bond Market
BND
|
$5.51M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$3.56M |
Sector Composition
| 1 | Technology | 1.08% |
| 2 | Financials | 0.24% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Real Estate | 0.14% |
| 5 | Communication Services | 0.14% |
