IFA

Index Fund Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$3.36M
3
+$3.21M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.66M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$2.12M

Top Sells

1
+$2.77M
2
+$2.66M
3
+$2.51M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.18M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$574K

Sector Composition

1 Technology 0.93%
2 Real Estate 0.21%
3 Financials 0.21%
4 Industrials 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,903
1 2 3 4
5