Co-Chief Compliance Officer

0001665097-24-000006.txt : 20240802 0001665097-24-000006.hdr.sgml : 20240802 20240802163511 ACCESSION NUMBER: 0001665097-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240802 DATE AS OF CHANGE: 20240802 EFFECTIVENESS DATE: 20240802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Index Fund Advisors, Inc. CENTRAL INDEX KEY: 0001665097 ORGANIZATION NAME: 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: 241171575 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 06-30-2024 06-30-2024 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 08-02-2024 0 96 1768557652 false INFORMATION TABLE 2 ifa13fq22024.xml DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 403720388 6719714 SH SOLE 6719714 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 389401745 7507263 SH SOLE 7507263 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 348383855 5919862 SH SOLE 5919862 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 255786280 6513529 SH SOLE 6513529 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 131841896 3668389 SH SOLE 3668389 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 46535888 1616952 SH SOLE 1616952 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 22005276 761165 SH SOLE 761165 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20289245 281600 SH SOLE 281600 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 16485403 659680 SH SOLE 659680 0 0 APPLE INC COM 037833100 13407081 63655 SH SOLE 63655 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 10598996 430329 SH SOLE 430329 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 9715384 361100 SH SOLE 361100 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 9609288 371445 SH SOLE 371445 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 6321636 229878 SH SOLE 229878 0 0 ISHARES TR CORE S&P500 ETF 464287200 6086873 11123 SH SOLE 11123 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4844293 22217 SH SOLE 22217 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 4154831 59937 SH SOLE 59937 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3624202 346482 SH SOLE 346482 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3593225 111452 SH SOLE 111452 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3578618 19607 SH SOLE 19607 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3403868 12724 SH SOLE 12724 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2968601 5455 SH SOLE 5455 0 0 AMAZON COM INC COM 023135106 2866477 14833 SH SOLE 14833 0 0 MICROSOFT CORP COM 594918104 2812259 6292 SH SOLE 6292 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2138566 8833 SH SOLE 8833 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1963850 3927 SH SOLE 3927 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 1940198 83521 SH SOLE 83521 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1885525 12534 SH SOLE 12534 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1714957 42054 SH SOLE 42054 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1558033 31966 SH SOLE 31966 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1556846 12241 SH SOLE 12241 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1456293 9079 SH SOLE 9079 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1195857 11212 SH SOLE 11212 0 0 ISHARES TR CORE S&P TTL STK 464287150 1193026 10044 SH SOLE 10044 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1105631 23524 SH SOLE 23524 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 1067915 1852 SH SOLE 1852 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 972122 16578 SH SOLE 16578 0 0 META PLATFORMS INC CL A 30303M102 969794 1923 SH SOLE 1923 0 0 NVIDIA CORPORATION COM 67066G104 954654 7727 SH SOLE 7727 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 941508 8359 SH SOLE 8359 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 860789 2116 SH SOLE 2116 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 815605 9737 SH SOLE 9737 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 806818 22676 SH SOLE 22676 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 806661 17000 SH SOLE 17000 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 789048 24665 SH SOLE 24665 0 0 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 774372 15283 SH SOLE 15283 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 725853 26452 SH SOLE 26452 0 0 ALPHABET INC CAP STK CL A 02079K305 669243 3674 SH SOLE 3674 0 0 ELI LILLY & CO COM 532457108 649386 717 SH SOLE 717 0 0 SCHWAB CHARLES CORP COM 808513105 641398 8704 SH SOLE 8704 0 0 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 619566 64071 SH SOLE 64071 0 0 ISHARES INC CORE MSCI EMKT 46434G103 616230 11512 SH SOLE 11512 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 612241 1 SH SOLE 1 0 0 ISHARES TR INTERNATIONAL SL 46434V266 604714 18763 SH SOLE 18763 0 0 ISHARES TR EAFE SML CP ETF 464288273 595287 9657 SH SOLE 9657 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 592914 1238 SH SOLE 1238 0 0 JPMORGAN CHASE & CO. COM 46625H100 562890 2783 SH SOLE 2783 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 561641 9697 SH SOLE 9697 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 548436 18547 SH SOLE 18547 0 0 ALPHABET INC CAP STK CL C 02079K107 532005 2900 SH SOLE 2900 0 0 ORACLE CORP COM 68389X105 512274 3628 SH SOLE 3628 0 0 F N B CORP COM 302520101 476789 34853 SH SOLE 34853 0 0 EXXON MOBIL CORP COM 30231G102 427098 3710 SH SOLE 3710 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 407715 6671 SH SOLE 6671 0 0 ISHARES TR MSCI EAFE ETF 464287465 400189 5109 SH SOLE 5109 0 0 ISHARES TR SP SMCP600VL ETF 464287879 399584 4108 SH SOLE 4108 0 0 VISA INC COM CL A 92826C839 372707 1420 SH SOLE 1420 0 0 WELLS FARGO CO NEW COM 949746101 367399 6186 SH SOLE 6186 0 0 UNITEDHEALTH GROUP INC COM 91324P102 354954 697 SH SOLE 697 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 344823 3843 SH SOLE 3843 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 315642 4860 SH SOLE 4860 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 312715 4974 SH SOLE 4974 0 0 ISHARES TR EAFE VALUE ETF 464288877 309438 5834 SH SOLE 5834 0 0 AMGEN INC COM 031162100 309326 990 SH SOLE 990 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 307230 9506 SH SOLE 9506 0 0 BANK NEW YORK MELLON CORP COM 064058100 301366 5032 SH SOLE 5032 0 0 ARISTA NETWORKS INC COM 040413106 287394 820 SH SOLE 820 0 0 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 281996 5650 SH SOLE 5650 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 272114 4063 SH SOLE 4063 0 0 QUALCOMM INC COM 747525103 264511 1328 SH SOLE 1328 0 0 HONEYWELL INTL INC COM 438516106 259024 1213 SH SOLE 1213 0 0 TESLA INC COM 88160R101 258683 1307 SH SOLE 1307 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 255532 6816 SH SOLE 6816 0 0 UNION PAC CORP COM 907818108 254864 1126 SH SOLE 1126 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 238477 3109 SH SOLE 3109 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 229831 5982 SH SOLE 5982 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 225100 4939 SH SOLE 4939 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 214577 3340 SH SOLE 3340 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 211921 1290 SH SOLE 1290 0 0 ISHARES TR MORNINGSTR US EQ 464287127 210476 2800 SH SOLE 2800 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 209644 4791 SH SOLE 4791 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 208859 4524 SH SOLE 4524 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 205250 2276 SH SOLE 2276 0 0 EATON CORP PLC SHS G29183103 203808 650 SH SOLE 650 0 0 ISHARES BITCOIN TR SHS 46438F101 203474 5960 SH SOLE 5960 0 0 SPRINKLR INC CL A 85208T107 107388 11163 SH SOLE 11163 0 0