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Disclosery

Index Fund Advisors, Inc.: DFUS position timeline

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

Index Fund Advisors, Inc. held 4,989,844 DFUS 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 4,989,844 shares
    Change vs previous 13F +37,701 shares

    16.23% of the 13F portfolio, value $408,867,823.

    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 4,952,143 shares
    Change vs previous 13F -507 shares

    15.8% of the 13F portfolio, value $351,156,434.

    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 4,952,650 shares
    Change vs previous 13F -40,206 shares

    17.24% of the 13F portfolio, value $367,338,078.

    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 4,992,856 shares
    Change vs previous 13F -59,725 shares

    17.55% of the 13F portfolio, value $361,682,468.

    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 5,052,581 shares
    Change vs previous 13F -108,372 shares

    19.01% of the 13F portfolio, value $338,623,988.

    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 5,160,953 shares
    Change vs previous 13F -642,577 shares

    19.31% of the 13F portfolio, value $312,134,426.

    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 5,803,530 shares
    Change vs previous 13F -55,783 shares

    20% of the 13F portfolio, value $369,975,031.

    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 5,859,313 shares
    Change vs previous 13F not available

    19.32% of the 13F portfolio, value $364,449,242.

    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).