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Index Fund Advisors, Inc.: DFIS position timeline

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

Index Fund Advisors, Inc. held 708,936 DFIS 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 708,936 shares
    Change vs previous 13F +32,059 shares

    0.99% of the 13F portfolio, value $24,834,036.

    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 676,877 shares
    Change vs previous 13F +40,385 shares

    1.03% of the 13F portfolio, value $22,790,459.

    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 636,492 shares
    Change vs previous 13F +26,215 shares

    0.98% of the 13F portfolio, value $20,966,058.

    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 610,277 shares
    Change vs previous 13F +14,294 shares

    0.94% of the 13F portfolio, value $19,303,056.

    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 595,983 shares
    Change vs previous 13F +10,697 shares

    1% of the 13F portfolio, value $17,784,141.

    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 585,286 shares
    Change vs previous 13F +15,404 shares

    0.94% of the 13F portfolio, value $15,123,791.

    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 569,882 shares
    Change vs previous 13F +61,465 shares

    0.76% of the 13F portfolio, value $13,993,445.

    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 508,417 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $13,640,817.

    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).