Skip to content
Disclosery

Index Fund Advisors, Inc.: DFIV position timeline

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

Index Fund Advisors, Inc. held 3,590,153 DFIV 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 3,590,153 shares
    Change vs previous 13F +39,591 shares

    7.7% of the 13F portfolio, value $193,940,075.

    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 3,550,562 shares
    Change vs previous 13F -20,811 shares

    8.43% of the 13F portfolio, value $187,398,673.

    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 3,571,373 shares
    Change vs previous 13F -57,403 shares

    8.36% of the 13F portfolio, value $178,211,520.

    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 3,628,776 shares
    Change vs previous 13F +465,988 shares

    8.12% of the 13F portfolio, value $167,359,144.

    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 3,162,788 shares
    Change vs previous 13F -29,293 shares

    7.61% of the 13F portfolio, value $135,462,212.

    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 3,192,081 shares
    Change vs previous 13F -426,294 shares

    7.77% of the 13F portfolio, value $125,640,303.

    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 3,618,375 shares
    Change vs previous 13F -21,609 shares

    6.94% of the 13F portfolio, value $128,379,952.

    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 3,639,984 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $138,610,606.

    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).