IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
This Quarter Return
+6.41%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.81B
AUM Growth
+$1.81B
(+6.4%)
Cap. Flow
+$1.35M
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
93.91%
Holding
98
New
8
Increased
48
Reduced
25
Closed
2
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$6.05M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$4.25M |
| 3 |
Dimensional International Value ETF
DFIV
|
$1.81M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$1.65M |
| 5 |
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% |
