Co-Chief Compliance Officer

0001665097-23-000008.txt : 20230810 0001665097-23-000008.hdr.sgml : 20230810 20230810100602 ACCESSION NUMBER: 0001665097-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231157652 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 06-30-2023 06-30-2023 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 08-10-2023 0 84 1528572350 false INFORMATION TABLE 2 ifa13fq22023.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 371146713 8000576 SH SOLE 8000576 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 370473004 6760456 SH SOLE 6760456 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 287555458 5970836 SH SOLE 5970836 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 241632399 7003838 SH SOLE 7003838 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 119938055 3651082 SH SOLE 3651082 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 21898918 852098 SH SOLE 852098 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18854311 259380 SH SOLE 259380 0 0 APPLE INC COM 037833100 11683747 60235 SH SOLE 60235 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6327162 28723 SH SOLE 28723 0 0 ISHARES TR CORE S&P500 ETF 464287200 4991849 11200 SH SOLE 11200 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 4433465 174546 SH SOLE 174546 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4419925 22223 SH SOLE 22223 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3463719 342265 SH SOLE 342265 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3276041 19807 SH SOLE 19807 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3019862 111229 SH SOLE 111229 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2661100 50813 SH SOLE 50813 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 2611407 114435 SH SOLE 114435 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2444272 103352 SH SOLE 103352 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2189600 4940 SH SOLE 4940 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2068174 9394 SH SOLE 9394 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2016719 85964 SH SOLE 85964 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1888280 77420 SH SOLE 77420 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1807746 13064 SH SOLE 13064 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 1701967 28359 SH SOLE 28359 0 0 MICROSOFT CORP COM 594918104 1673966 4916 SH SOLE 4916 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 1512963 62083 SH SOLE 62083 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1500536 12241 SH SOLE 12241 0 0 AMAZON COM INC COM 023135106 1446344 11095 SH SOLE 11095 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1425381 10031 SH SOLE 10031 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1416933 32799 SH SOLE 32799 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1194477 11987 SH SOLE 11987 0 0 JACOBS SOLUTIONS INC COM 46982L108 1094821 9209 SH SOLE 9209 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1023548 22083 SH SOLE 22083 0 0 ISHARES TR CORE S&P TTL STK 464287150 1005502 10277 SH SOLE 10277 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 869178 15975 SH SOLE 15975 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 854550 2098 SH SOLE 2098 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 851679 11321 SH SOLE 11321 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 842062 8683 SH SOLE 8683 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 801754 19389 SH SOLE 19389 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 764903 22650 SH SOLE 22650 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 745726 17026 SH SOLE 17026 0 0 ISHARES INC CORE MSCI EMKT 46434G103 716536 14537 SH SOLE 14537 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 712534 8527 SH SOLE 8527 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 652478 25638 SH SOLE 25638 0 0 ISHARES TR EAFE SML CP ETF 464288273 645878 10951 SH SOLE 10951 0 0 ISHARES TR SP SMCP600VL ETF 464287879 616009 6478 SH SOLE 6478 0 0 ISHARES TR INTERNATIONAL SL 46434V266 612151 19843 SH SOLE 19843 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 610466 13314 SH SOLE 13314 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 610049 1789 SH SOLE 1789 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 574373 11110 SH SOLE 11110 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 517810 1 SH SOLE 1 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 513636 9782 SH SOLE 9782 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 488423 18245 SH SOLE 18245 0 0 ALPHABET INC CAP STK CL A 02079K305 485144 4053 SH SOLE 4053 0 0 ORACLE CORP COM 68389X105 472549 3968 SH SOLE 3968 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 431515 1168 SH SOLE 1168 0 0 SCHWAB CHARLES CORP COM 808513105 412857 7284 SH SOLE 7284 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 411125 8903 SH SOLE 8903 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 407226 11423 SH SOLE 11423 0 0 UNITEDHEALTH GROUP INC COM 91324P102 378264 787 SH SOLE 787 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 378226 8194 SH SOLE 8194 0 0 ALPHABET INC CAP STK CL C 02079K107 372588 3080 SH SOLE 3080 0 0 JPMORGAN CHASE & CO COM 46625H100 371333 2553 SH SOLE 2553 0 0 ISHARES TR MSCI EAFE ETF 464287465 367386 5067 SH SOLE 5067 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 357430 6671 SH SOLE 6671 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 352124 15417 SH SOLE 15417 0 0 TESLA INC COM 88160R101 351557 1343 SH SOLE 1343 0 0 VISA INC COM CL A 92826C839 341971 1440 SH SOLE 1440 0 0 LILLY ELI & CO COM 532457108 341266 728 SH SOLE 728 0 0 EXXON MOBIL CORP COM 30231G102 340068 3171 SH SOLE 3171 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 292785 9506 SH SOLE 9506 0 0 ISHARES TR EAFE VALUE ETF 464288877 292729 5981 SH SOLE 5981 0 0 META PLATFORMS INC CL A 30303M102 277510 967 SH SOLE 967 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 244964 3242 SH SOLE 3242 0 0 UNION PAC CORP COM 907818108 243123 1188 SH SOLE 1188 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 233513 4056 SH SOLE 4056 0 0 PPG INDS INC COM 693506107 220174 1485 SH SOLE 1485 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 217548 8833 SH SOLE 8833 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 212911 2743 SH SOLE 2743 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 211228 6816 SH SOLE 6816 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 205629 3572 SH SOLE 3572 0 0 NVIDIA CORPORATION COM 67066G104 202718 479 SH SOLE 479 0 0 PROVIDENT FINL SVCS INC COM 74386T105 191946 11747 SH SOLE 11747 0 0 SPRINKLR INC CL A 85208T107 154384 11163 SH SOLE 11163 0 0