Co-Chief Compliance Officer

0001665097-23-000006.txt : 20230421 0001665097-23-000006.hdr.sgml : 20230421 20230421171418 ACCESSION NUMBER: 0001665097-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Index Fund Advisors, Inc. CENTRAL INDEX KEY: 0001665097 IRS NUMBER: 463096907 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21495 FILM NUMBER: 23837236 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-502-0050 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVE. STREET 2: SUITE 150 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001665097 XXXXXXXX 03-31-2023 03-31-2023 Index Fund Advisors, Inc.

19200 VON KARMAN AVE. SUITE 150 IRVINE CA 92612

13F HOLDINGS REPORT 028-21495 000109143 801-57978 N Michelle Ojeda Co-Chief Compliance Officer 949-428-0442 Michelle Ojeda Irvine CA 04-21-2023 0 88 1463653814 false INFORMATION TABLE 2 ifa13fq12023.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 359294822 8074041 SH SOLE 8074040 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 356702388 6768546 SH SOLE 6768546 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 265941489 5985629 SH SOLE 5985628 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 238565386 7125609 SH SOLE 7125608 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 117403457 3642676 SH SOLE 3642676 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19051600 258047 SH SOLE 258046 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 18094863 725827 SH SOLE 725826 0 0 APPLE INC COM 037833100 9936744 60259 SH SOLE 60259 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6127266 30021 SH SOLE 30020 0 0 ISHARES TR CORE S&P500 ETF 464287200 4653719 11321 SH SOLE 11320 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4217210 22247 SH SOLE 22247 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3364036 340489 SH SOLE 340489 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3139233 19773 SH SOLE 19773 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2689950 105571 SH SOLE 105571 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 2673035 108797 SH SOLE 108797 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2444764 50543 SH SOLE 50542 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2042753 4990 SH SOLE 4989 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1987219 9422 SH SOLE 9421 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1798739 78240 SH SOLE 78240 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1741085 12986 SH SOLE 12986 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1667583 70052 SH SOLE 70051 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1514368 12241 SH SOLE 12241 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1381152 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM 594918104 1374309 4767 SH SOLE 4766 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1339113 17450 SH SOLE 17450 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1326587 32578 SH SOLE 32578 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1300719 56504 SH SOLE 56503 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 1250349 21632 SH SOLE 21632 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1156380 11958 SH SOLE 11958 0 0 AMAZON COM INC COM 023135106 1150651 11140 SH SOLE 11140 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1093933 44559 SH SOLE 44559 0 0 JACOBS SOLUTIONS INC COM 46982L108 1081901 9207 SH SOLE 9206 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1049723 22497 SH SOLE 22497 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 1010505 43227 SH SOLE 43227 0 0 ISHARES TR CORE S&P TTL STK 464287150 930582 10277 SH SOLE 10277 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 844613 15796 SH SOLE 15796 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 830833 10005 SH SOLE 10005 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 808585 8780 SH SOLE 8780 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 796211 2117 SH SOLE 2117 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 759133 22520 SH SOLE 22519 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 751899 17847 SH SOLE 17847 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 708662 16901 SH SOLE 16901 0 0 ISHARES TR SP SMCP600VL ETF 464287879 708165 7567 SH SOLE 7566 0 0 ISHARES INC CORE MSCI EMKT 46434G103 706134 14473 SH SOLE 14472 0 0 ISHARES TR EAFE SML CP ETF 464288273 650081 10924 SH SOLE 10923 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 622401 25107 SH SOLE 25106 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 610122 13167 SH SOLE 13167 0 0 ISHARES TR INTERNATIONAL SL 46434V266 607595 19548 SH SOLE 19547 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 552390 1789 SH SOLE 1789 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 544245 11374 SH SOLE 11373 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 487888 9633 SH SOLE 9632 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 470588 18065 SH SOLE 18064 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 1 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 463621 6260 SH SOLE 6260 0 0 ISHARES TR CORE INTL AGGR 46435G672 447599 9144 SH SOLE 9144 0 0 ALPHABET INC CAP STK CL A 02079K305 434940 4193 SH SOLE 4193 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 430589 6349 SH SOLE 6349 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 402033 11553 SH SOLE 11552 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 399418 6830 SH SOLE 6829 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 398897 8831 SH SOLE 8831 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 387293 8256 SH SOLE 8256 0 0 SCHWAB CHARLES CORP COM 808513105 378917 7234 SH SOLE 7234 0 0 UNITEDHEALTH GROUP INC COM 91324P102 371928 787 SH SOLE 787 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 371437 6094 SH SOLE 6094 0 0 ORACLE CORP COM 68389X105 368707 3968 SH SOLE 3968 0 0 EXXON MOBIL CORP COM 30231G102 366522 3342 SH SOLE 3342 0 0 ISHARES TR MSCI EAFE ETF 464287465 360693 5043 SH SOLE 5043 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 354283 15417 SH SOLE 15417 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 335916 6668 SH SOLE 6667 0 0 VISA INC COM CL A 92826C839 324662 1440 SH SOLE 1440 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 321492 1002 SH SOLE 1001 0 0 ALPHABET INC CAP STK CL C 02079K107 318240 3060 SH SOLE 3060 0 0 JPMORGAN CHASE & CO COM 46625H100 314278 2412 SH SOLE 2411 0 0 TESLA INC COM 88160R101 305381 1472 SH SOLE 1472 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 294781 9506 SH SOLE 9506 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 293978 11694 SH SOLE 11693 0 0 ISHARES TR EAFE VALUE ETF 464288877 288812 5951 SH SOLE 5951 0 0 ISHARES TR BROAD USD HIGH 46435U853 270891 7620 SH SOLE 7620 0 0 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 264299 5993 SH SOLE 5992 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 251394 4753 SH SOLE 4753 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 247653 3238 SH SOLE 3237 0 0 PROVIDENT FINL SVCS INC COM 74386T105 225307 11747 SH SOLE 11747 0 0 UNION PAC CORP COM 907818108 221619 1101 SH SOLE 1101 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 220958 9011 SH SOLE 9011 0 0 LILLY ELI & CO COM 532457108 218726 637 SH SOLE 636 0 0 META PLATFORMS INC CL A 30303M102 217239 1025 SH SOLE 1025 0 0 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 213881 5010 SH SOLE 5010 0 0 SPRINKLR INC CL A 85208T107 144672 11163 SH SOLE 11163 0 0