Co-Chief Compliance Officer

0001665097-24-000002.txt : 20240214 0001665097-24-000002.hdr.sgml : 20240214 20240214105842 ACCESSION NUMBER: 0001665097-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 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: 24634036 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 12-31-2023 12-31-2023 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 02-14-2024 0 90 1702700742 false INFORMATION TABLE 2 1fa13fq42023.xml DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 410451874 7843529 SH SOLE 7843529 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 406715952 6821804 SH SOLE 6821804 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 312053041 6020703 SH SOLE 6020703 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 252874802 6794057 SH SOLE 6794057 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 126957077 3694909 SH SOLE 3694909 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 38061903 1307071 SH SOLE 1307071 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19996866 271881 SH SOLE 271881 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 16383753 605684 SH SOLE 605684 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 12134594 467074 SH SOLE 467074 0 0 APPLE INC COM 037833100 11503935 59751 SH SOLE 59751 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 6974933 288578 SH SOLE 288578 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6678716 277010 SH SOLE 277010 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 6643360 257644 SH SOLE 257644 0 0 ISHARES TR CORE S&P500 ETF 464287200 5386161 11277 SH SOLE 11277 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4596827 21548 SH SOLE 21548 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3732928 15736 SH SOLE 15736 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3717752 346482 SH SOLE 346482 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 3650629 144866 SH SOLE 144866 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3530884 19619 SH SOLE 19619 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3103233 106166 SH SOLE 106166 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 2900206 44784 SH SOLE 44784 0 0 AMAZON COM INC COM 023135106 2111966 13900 SH SOLE 13900 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2054611 8832 SH SOLE 8832 0 0 MICROSOFT CORP COM 594918104 1882386 5006 SH SOLE 5006 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1860086 12827 SH SOLE 12827 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1770840 3726 SH SOLE 3726 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1629438 38954 SH SOLE 38954 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1529792 12241 SH SOLE 12241 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1498437 32135 SH SOLE 32135 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1423514 9522 SH SOLE 9522 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1188862 10983 SH SOLE 10983 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1130465 14801 SH SOLE 14801 0 0 ISHARES TR CORE S&P TTL STK 464287150 1070926 10177 SH SOLE 10177 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1036364 22046 SH SOLE 22046 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 1000694 42801 SH SOLE 42801 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 915579 16309 SH SOLE 16309 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 859865 8358 SH SOLE 8358 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 840744 1925 SH SOLE 1925 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 820243 17363 SH SOLE 17363 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 790918 22669 SH SOLE 22669 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 774548 8766 SH SOLE 8766 0 0 ISHARES TR SP SMCP600VL ETF 464287879 715972 6946 SH SOLE 6946 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 678477 25593 SH SOLE 25593 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 661248 1854 SH SOLE 1854 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 653052 14073 SH SOLE 14073 0 0 ISHARES INC CORE MSCI EMKT 46434G103 619621 12250 SH SOLE 12250 0 0 ISHARES TR INTERNATIONAL SL 46434V266 603584 18786 SH SOLE 18786 0 0 ISHARES TR EAFE SML CP ETF 464288273 602890 9740 SH SOLE 9740 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 542625 1 SH SOLE 1 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 538344 9535 SH SOLE 9535 0 0 SCHWAB CHARLES CORP COM 808513105 532925 7746 SH SOLE 7746 0 0 ALPHABET INC CAP STK CL A 02079K305 508053 3637 SH SOLE 3637 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 499513 18405 SH SOLE 18405 0 0 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 474823 47673 SH SOLE 47673 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 447941 1094 SH SOLE 1094 0 0 JPMORGAN CHASE & CO COM 46625H100 444812 2615 SH SOLE 2615 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 433025 11716 SH SOLE 11716 0 0 ORACLE CORP COM 68389X105 393043 3728 SH SOLE 3728 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 392602 13723 SH SOLE 13723 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 389967 8365 SH SOLE 8365 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 387456 6702 SH SOLE 6702 0 0 ISHARES TR MSCI EAFE ETF 464287465 383096 5084 SH SOLE 5084 0 0 ELI LILLY & CO COM 532457108 370892 636 SH SOLE 636 0 0 VISA INC COM CL A 92826C839 369697 1420 SH SOLE 1420 0 0 UNITEDHEALTH GROUP INC COM 91324P102 366950 697 SH SOLE 697 0 0 ALPHABET INC CAP STK CL C 02079K107 352325 2500 SH SOLE 2500 0 0 META PLATFORMS INC CL A 30303M102 342279 967 SH SOLE 967 0 0 TESLA INC COM 88160R101 328491 1322 SH SOLE 1322 0 0 ISHARES TR EAFE VALUE ETF 464288877 312738 6003 SH SOLE 6003 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 308755 9506 SH SOLE 9506 0 0 EXXON MOBIL CORP COM 30231G102 301072 3011 SH SOLE 3011 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 295935 3295 SH SOLE 3295 0 0 UNION PAC CORP COM 907818108 293280 1194 SH SOLE 1194 0 0 AMGEN INC COM 031162100 285140 990 SH SOLE 990 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 266227 4260 SH SOLE 4260 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 258698 4647 SH SOLE 4647 0 0 HONEYWELL INTL INC COM 438516106 253749 1210 SH SOLE 1210 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 251520 4061 SH SOLE 4061 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 250534 3253 SH SOLE 3253 0 0 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 247731 4852 SH SOLE 4852 0 0 NVIDIA CORPORATION COM 67066G104 233913 472 SH SOLE 472 0 0 INTEL CORP COM 458140100 233715 4651 SH SOLE 4651 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 226632 6816 SH SOLE 6816 0 0 PPG INDS INC COM 693506107 222993 1491 SH SOLE 1491 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 222380 8971 SH SOLE 8971 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 220675 3913 SH SOLE 3913 0 0 PROVIDENT FINL SVCS INC COM 74386T105 211798 11747 SH SOLE 11747 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 203562 1290 SH SOLE 1290 0 0 F N B CORP COM 302520101 191885 13935 SH SOLE 13935 0 0 SPRINKLR INC CL A 85208T107 134403 11163 SH SOLE 11163 0 0