Co-Chief Compliance Officer

0001665097-24-000004.txt : 20240513 0001665097-24-000004.hdr.sgml : 20240513 20240513155934 ACCESSION NUMBER: 0001665097-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 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: 24938811 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 03-31-2024 03-31-2024 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 05-13-2024 0 96 1811182379 false INFORMATION TABLE 2 ifa13fq12024.xml DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 423623469 6795372 SH SOLE 6795372 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 420873485 7732381 SH SOLE 7732381 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 341547790 5994170 SH SOLE 5994170 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 273631036 6690245 SH SOLE 6690245 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 133979586 3645703 SH SOLE 3645703 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 42488800 1411588 SH SOLE 1411588 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 20636070 688098 SH SOLE 688098 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 20180939 277860 SH SOLE 277860 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 13692257 536320 SH SOLE 536320 0 0 APPLE INC COM 037833100 10292571 60022 SH SOLE 60022 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 8642240 344862 SH SOLE 344862 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 8062706 296532 SH SOLE 296532 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7751813 313585 SH SOLE 313585 0 0 ISHARES TR CORE S&P500 ETF 464287200 5961964 11340 SH SOLE 11340 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4931475 21573 SH SOLE 21573 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 4576902 176306 SH SOLE 176306 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4097199 15765 SH SOLE 15765 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 3859809 346482 SH SOLE 346482 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3777871 19689 SH SOLE 19689 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 3694011 52908 SH SOLE 52908 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3384326 105926 SH SOLE 105926 0 0 AMAZON COM INC COM 023135106 2565004 14220 SH SOLE 14220 0 0 MICROSOFT CORP COM 594918104 2437066 5793 SH SOLE 5793 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2208612 8839 SH SOLE 8839 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1990384 12766 SH SOLE 12766 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1954325 3736 SH SOLE 3736 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1884497 3920 SH SOLE 3920 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1813988 43975 SH SOLE 43975 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1606545 12241 SH SOLE 12241 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 1600419 31944 SH SOLE 31944 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1548302 9507 SH SOLE 9507 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 1243111 52989 SH SOLE 52989 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1205838 10911 SH SOLE 10911 0 0 ISHARES TR CORE S&P TTL STK 464287150 1158073 10044 SH SOLE 10044 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1041094 22132 SH SOLE 22132 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 971142 1852 SH SOLE 1852 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 964784 16450 SH SOLE 16450 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 912643 8259 SH SOLE 8259 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 856616 17397 SH SOLE 17397 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 822117 1955 SH SOLE 1955 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 807583 22558 SH SOLE 22558 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 776422 10297 SH SOLE 10297 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 755868 8740 SH SOLE 8740 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 730628 25881 SH SOLE 25881 0 0 ISHARES TR SP SMCP600VL ETF 464287879 705247 6863 SH SOLE 6863 0 0 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 663925 14346 SH SOLE 14346 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 1 0 0 SCHWAB CHARLES CORP COM 808513105 629647 8704 SH SOLE 8704 0 0 ISHARES TR EAFE SML CP ETF 464288273 622644 9832 SH SOLE 9832 0 0 NVIDIA CORPORATION COM 67066G104 615014 681 SH SOLE 681 0 0 ISHARES INC CORE MSCI EMKT 46434G103 611431 11849 SH SOLE 11849 0 0 ISHARES TR INTERNATIONAL SL 46434V266 602430 18267 SH SOLE 18267 0 0 ALPHABET INC CAP STK CL A 02079K305 554366 3673 SH SOLE 3673 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 539696 9672 SH SOLE 9672 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 515727 18578 SH SOLE 18578 0 0 ELI LILLY & CO COM 532457108 510954 657 SH SOLE 657 0 0 JPMORGAN CHASE & CO COM 46625H100 495743 2475 SH SOLE 2475 0 0 F N B CORP COM 302520101 491427 34853 SH SOLE 34853 0 0 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 485664 49534 SH SOLE 49534 0 0 META PLATFORMS INC CL A 30303M102 469642 967 SH SOLE 967 0 0 TESLA INC COM 88160R101 465540 2648 SH SOLE 2648 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 460982 1038 SH SOLE 1038 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 458958 14519 SH SOLE 14519 0 0 ORACLE CORP COM 68389X105 455713 3628 SH SOLE 3628 0 0 EXXON MOBIL CORP COM 30231G102 430984 3708 SH SOLE 3708 0 0 ISHARES TR MSCI EAFE ETF 464287465 406025 5084 SH SOLE 5084 0 0 ALPHABET INC CAP STK CL C 02079K107 402039 2640 SH SOLE 2640 0 0 VISA INC COM CL A 92826C839 396294 1420 SH SOLE 1420 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 394073 6696 SH SOLE 6696 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 364154 7403 SH SOLE 7403 0 0 UNITEDHEALTH GROUP INC COM 91324P102 344806 697 SH SOLE 697 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 331255 3535 SH SOLE 3535 0 0 ISHARES TR EAFE VALUE ETF 464288877 326544 6003 SH SOLE 6003 0 0 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 312557 9506 SH SOLE 9506 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 312243 4741 SH SOLE 4741 0 0 BANK NEW YORK MELLON CORP COM 064058100 289944 5032 SH SOLE 5032 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 283699 4647 SH SOLE 4647 0 0 AMGEN INC COM 031162100 281477 990 SH SOLE 990 0 0 UNION PAC CORP COM 907818108 273976 1114 SH SOLE 1114 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 273780 4063 SH SOLE 4063 0 0 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 271198 5179 SH SOLE 5179 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 249667 3256 SH SOLE 3256 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 249057 6816 SH SOLE 6816 0 0 HONEYWELL INTL INC COM 438516106 248968 1213 SH SOLE 1213 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 246374 6314 SH SOLE 6314 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 243134 3918 SH SOLE 3918 0 0 ARISTA NETWORKS INC COM 040413106 237784 820 SH SOLE 820 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 230785 5017 SH SOLE 5017 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 218487 1290 SH SOLE 1290 0 0 PPG INDS INC COM 693506107 217023 1498 SH SOLE 1498 0 0 EATON CORP PLC SHS G29183103 203242 650 SH SOLE 650 0 0 ISHARES TR MORNINGSTR US EQ 464287127 202916 2800 SH SOLE 2800 0 0 PROVIDENT FINL SVCS INC COM 74386T105 171154 11747 SH SOLE 11747 0 0 SPRINKLR INC CL A 85208T107 136970 11163 SH SOLE 11163 0 0 MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 99000 30000 SH SOLE 30000 0 0 AMERICAS GOLD AND SILVER COR COM 03062D100 2200 10000 SH SOLE 10000 0 0