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Disclosery

Index Fund Advisors, Inc.: DFSD position timeline

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

Index Fund Advisors, Inc. held 144,597 DFSD 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 144,597 shares
    Change vs previous 13F +28,494 shares

    0.27% of the 13F portfolio, value $6,904,486.

    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 116,103 shares
    Change vs previous 13F +50,390 shares

    0.25% of the 13F portfolio, value $5,559,005.

    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 65,713 shares
    Change vs previous 13F +27,565 shares

    0.15% of the 13F portfolio, value $3,150,935.

    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 38,148 shares
    Change vs previous 13F +10,609 shares

    0.09% of the 13F portfolio, value $1,838,331.

    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 27,539 shares
    Change vs previous 13F -800 shares

    0.07% of the 13F portfolio, value $1,322,155.

    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 28,339 shares
    Change vs previous 13F -2,241 shares

    0.08% of the 13F portfolio, value $1,346,670.

    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 30,580 shares
    Change vs previous 13F +6,367 shares

    0.08% of the 13F portfolio, value $1,433,612.

    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 24,213 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,155,952.

    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).