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Disclosery

Index Fund Advisors, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Index Fund Advisors, Inc. on DFAT, newest first. How the timeline and the estimate are built.

Index Fund Advisors, Inc. held 6,328,437 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,328,437 shares
    Change vs previous 13F -55,362 shares

    17.56% of the 13F portfolio, value $442,357,717.

    13F-HR 0001665097-26-000008 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,383,799 shares
    Change vs previous 13F -58,833 shares

    17.94% of the 13F portfolio, value $398,668,256.

    13F-HR 0001665097-26-000004 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,442,632 shares
    Change vs previous 13F -77,874 shares

    18% of the 13F portfolio, value $383,594,319.

    13F-HR 0001665097-26-000002 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,520,506 shares
    Change vs previous 13F +349,087 shares

    18.41% of the 13F portfolio, value $379,558,647.

    13F-HR 0001665097-25-000011 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,171,419 shares
    Change vs previous 13F -140,867 shares

    18.7% of the 13F portfolio, value $333,009,752.

    13F-HR 0001665097-25-000007 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,312,286 shares
    Change vs previous 13F -884,000 shares

    20.1% of the 13F portfolio, value $325,019,597.

    13F-HR 0001665097-25-000004 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,196,286 shares
    Change vs previous 13F -173,233 shares

    21.65% of the 13F portfolio, value $400,545,255.

    13F-HR 0001665097-25-000002 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,369,519 shares
    Change vs previous 13F not available

    21.73% of the 13F portfolio, value $409,966,319.

    13F-HR 0001536755-24-000014 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).