Index Fund Advisors, Inc.

$2.2B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1665097 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 127
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 15
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 34

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:a67f063c13533191f28af8d0cb5c52cc` · issuer key `cusip6:25434V` US SMALL CAP ETF	ADD	+$12.5M	+56,393	$407M	$420M	5,844,597	5,900,990
position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V` US TARGETED VLU	TRIM	+$15.1M	−58,833	$384M	$399M	6,442,632	6,383,799
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	TRIM	−$16.2M	−507	$367M	$351M	4,952,650	4,952,143
position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V` US MKTWIDE VALUE	ADD	+$11.0M	+5,083	$267M	$278M	5,733,670	5,738,753
position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V` INTERNATNAL VAL	TRIM	+$9.2M	−20,811	$178M	$187M	3,571,373	3,550,562
position key `sid:sec:prov:8108cd22ab74b7bfb1b4928808818384` · issuer key `cusip6:25434V` US SMALL CAP VAL	ADD	+$12.7M	+204,909	$84.1M	$96.8M	2,556,867	2,761,776
position key `sid:sec:prov:e134aa0591855f3babe3751e12f3b098` · issuer key `cusip6:25434V` US LARGE CAP VAL	ADD	+$7.6M	+162,614	$41.2M	$48.9M	1,205,736	1,368,350
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$973K	+8,608	$38.3M	$39.2M	381,204	389,812
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	TRIM	−$618K	−5,579	$35.8M	$35.1M	482,819	477,240
position key `sid:sec:prov:88a5487570f894ad8990619d506905d9` · issuer key `cusip6:25434V` INTL SMALL CAP V	ADD	+$2.5M	+42,118	$22.2M	$24.7M	582,980	625,098
position key `sid:sec:prov:c45649a8c91f638a36919a815fe2cc9e` · issuer key `cusip6:25434V` GLOBAL REAL EST	ADD	+$801K	+24,973	$22.6M	$23.4M	856,707	881,680
position key `sid:sec:prov:bda4626574f42aa904bb50853d00cda5` · issuer key `cusip6:25434V` INTL SMALL CAP E	ADD	+$1.8M	+40,385	$21.0M	$22.8M	636,492	676,877
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	ADD	+$12.8M	+334,782	$9.2M	$22.0M	232,355	567,137
position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V` EMGR CRE EQT MNG	ADD	+$1.7M	+29,451	$17.5M	$19.2M	537,666	567,117
position key `sid:sec:prov:954148ed177a3b523dd77d983eb22ba2` · issuer key `cusip6:25434V` EMERGING MKTS VA	ADD	+$2.6M	+48,424	$14.8M	$17.5M	439,842	488,266
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$395K	+235	$17.0M	$17.4M	225,385	225,620
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$744K	−177	$15.9M	$15.2M	47,542	47,365
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.5M	+55	$9.6M	$11.1M	11,105	11,160
position key `pos:12263` · issuer key `iss:824` COM	NEW	+$9.5M	+213,562	$0	$9.5M	—	213,562
position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V` US HIGH PROFITAB	ADD	+$4.5M	+126,677	$4.5M	$9.0M	118,140	244,817
position key `sid:sec:prov:b55f1f2995d6ada11c4230433f25a137` · issuer key `cusip6:025072` AVANTIS EMERGING	ADD	+$2.0M	+29,303	$6.7M	$8.7M	107,357	136,660
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$365K	+38	$8.4M	$8.1M	12,301	12,339
position key `sid:sec:prov:aa8c63b6e0ee7b6dd29a4f46574aba35` · issuer key `cusip6:025072` AVANTIS ALL EQT	ADD	+$1.1M	+10,665	$6.5M	$7.6M	76,081	86,746
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$104K	−4,356	$6.5M	$6.6M	31,178	26,822
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$443K	+18	$6.9M	$6.4M	36,881	36,899
position key `sid:sec:prov:4a8343b1e0f8857f448bf9de2fbac596` · issuer key `cusip6:25434V` ULTRASHORT FIXED	ADD	+$726K	+14,201	$5.1M	$5.8M	101,099	115,300
position key `sid:sec:prov:c196dd024dc23afe501ded88599e247d` · issuer key `cusip6:25434V` SHORT DURATION F	ADD	+$2.4M	+50,390	$3.2M	$5.6M	65,713	116,103
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$424K	−116	$5.9M	$5.5M	21,828	21,712
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$99.5K	+64	$5.4M	$5.5M	20,829	20,893
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	TRIM	−$1.2M	−18,590	$6.6M	$5.4M	77,234	58,644
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$1.5M	−4,274	$6.7M	$5.2M	29,131	24,857
position key `sid:sec:prov:ca43aa0d264ded3a0a711580ae6bca3a` · issuer key `cusip6:25434V` INTL CORE EQUITY	ADD	+$3.6M	+100,464	$1.3M	$4.9M	38,758	139,222
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	−$342K	+31	$4.9M	$4.6M	6,498	6,529
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$475K	+1,505	$4.4M	$3.9M	9,095	10,600
position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072` INTL SMCP VLU	ADD	+$235K	+158	$3.5M	$3.7M	37,275	37,433
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	ADD	+$118K	+115	$3.6M	$3.7M	16,975	17,090
position key `sid:sec:prov:a6d6cb4ba1ab07c297403f029363dc6b` · issuer key `cusip6:25434V` CORE FIXED INCOM	ADD	+$1.9M	+46,073	$1.6M	$3.5M	36,436	82,509
position key `sid:sec:prov:415f09087b59398cc23df4fafb8d4958` · issuer key `cusip6:25434V` GLOBAL CR ETF	ADD	+$2.0M	+36,534	$1.4M	$3.3M	24,964	61,498
position key `sid:sec:prov:bdddb3611c129536443077ea980ed117` · issuer key `cusip6:25434V` DIMENSIONAL INTE	ADD	+$1.8M	+34,958	$1.4M	$3.2M	25,734	60,692
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` SHORT TERM TREAS	ADD	+$1.5M	+25,300	$1.6M	$3.1M	26,995	52,295
position key `pos:15235` · issuer key `iss:125` CL A	ADD	−$175K	+93	$2.9M	$2.7M	21,210	21,303
position key `sid:sec:prov:8c05fcd4c3416832cf9c2ca6544be67b` · issuer key `cusip6:025072` AVANTIS CORE FI	ADD	+$93.5K	+2,819	$2.6M	$2.7M	61,602	64,421
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$139K	+430	$2.5M	$2.6M	4,002	4,432
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$95.7K	+1,011	$2.5M	$2.6M	28,603	29,614
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$1.5M	−1,704	$4.1M	$2.6M	6,194	4,490
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	−$17.9K	+26	$2.4M	$2.4M	8,314	8,340
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	ADD	+$90.9K	+67	$2.0M	$2.1M	11,367	11,434
position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V` INTL HIGH PROFIT	ADD	+$1.3M	+38,393	$852K	$2.1M	26,916	65,309
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$335K	+1,608	$1.6M	$1.9M	5,003	6,611
position key `pos:10357` · issuer key `iss:1786` COM	ADD	+$383K	+1,675	$1.4M	$1.8M	3,076	4,751
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$88.8K	−8	$1.8M	$1.7M	2,663	2,655
position key `sid:sec:prov:5cef7ad290bafc3d63bfadb8102b48e0` · issuer key `cusip6:25434V` EMERGING MKTS CO	ADD	+$1.2M	+35,198	$447K	$1.7M	13,501	48,699
position key `sid:sec:prov:98d059efcb04405f2d8744038af36242` · issuer key `cusip6:25434V` EMERGING MRKTETS	ADD	+$225K	+1,881	$1.4M	$1.7M	23,698	25,579
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$1.7K	+139	$1.5M	$1.5M	26,606	26,745
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$44.3K	+22	$1.5M	$1.5M	7,667	7,689
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	ADD	−$63.2K	+1	$1.5M	$1.4M	10,109	10,110
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$84.4K	+156	$1.5M	$1.4M	4,787	4,943
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$28.8K	+26	$1.3M	$1.3M	17,380	17,406
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$42.9K	+14	$1.2M	$1.2M	9,940	9,954
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$1.8M	−4,513	$2.9M	$1.1M	8,226	3,713
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$78.4K	+264	$1.0M	$1.1M	2,053	2,317
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	+$11.1K	+133	$1.1M	$1.1M	1,771	1,904
position key `pos:10499` · issuer key `iss:469` CL A COM	TRIM	−$1.0M	−5,456	$2.1M	$1.1M	10,732	5,276
position key `pos:15499` · issuer key `iss:23` COM	NEW	+$1.0M	+4,719	$0	$1.0M	—	4,719
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	ADD	+$33.3K	+434	$983K	$1.0M	34,521	34,955
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$372K	−194	$1.3M	$973K	1,252	1,058
position key `pos:16567` · issuer key `iss:1633` INTL SCEQT ETF	ADD	+$27.9K	+94	$883K	$911K	19,389	19,483
position key `sid:sec:prov:71cdd83e936200902995566116770aee` · issuer key `cusip6:56170L` VERT GLB SUST RE	ADD	+$31.9K	+3,660	$878K	$910K	84,420	88,080
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$249K	+1,033	$633K	$882K	1,965	2,998
position key `sid:sec:prov:eb328972f3c153a6bd578f977744cedb` · issuer key `cusip6:25434V` EMERGING MKTS HI	ADD	+$633K	+18,388	$242K	$875K	7,498	25,886
position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C` VANGUARD ULTRA	NEW	+$840K	+16,881	$0	$840K	—	16,881
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	NEW	+$832K	+7,538	$0	$832K	—	7,538
position key `pos:17450` · issuer key `iss:1190` COM	TRIM	+$104K	−3	$630K	$734K	7,415	7,412
position key `pos:17066` · issuer key `iss:1633` FUNDAMENTAL EMER	ADD	+$59.0K	+520	$641K	$700K	17,777	18,297
position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072` US SML CP VALU	NEW	+$692K	+6,260	$0	$692K	—	6,260
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	+$23.3K	−9	$636K	$659K	9,463	9,454
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$105K	−81	$758K	$653K	2,190	2,109
position key `sid:sec:prov:dbd67f964c2a4bd02b328306cb3cc97d` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$8.0K	+700	$560K	$568K	23,656	24,356
position key `sid:sec:prov:ea869f1fa62b9234ad90405e9395f158` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$5.9K	+31	$538K	$544K	8,202	8,233
position key `pos:12710` · issuer key `iss:1013` EAFE SML CP ETF	TRIM	−$21.6K	−351	$521K	$500K	6,723	6,372
position key `pos:16990` · issuer key `iss:1012` SP SMCP600VL ETF	ADD	+$20.7K	+7	$477K	$498K	4,195	4,202
position key `pos:10493` · issuer key `iss:471` COM	NEW	+$479K	+6,301	$0	$479K	—	6,301
position key `pos:14474` · issuer key `iss:1052` COM	TRIM	−$79.5K	−4,591	$548K	$468K	31,756	27,165
position key `sid:sec:prov:5b8382cafb89decc6cde2bc053d64bf3` · issuer key `cusip6:464286` EM MKT SM-CP ETF	TRIM	−$11.7K	−342	$474K	$463K	7,028	6,686
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	ADD	−$21.9K	+1	$435K	$413K	1,382	1,383
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$80.8K	+2	$324K	$405K	1,893	1,895
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	−$26.9K	+2	$431K	$404K	3,289	3,291
position key `pos:18187` · issuer key `iss:1040` COM NEW	NEW	+$398K	+270	$0	$398K	—	270
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	ADD	+$81.5K	+1,050	$306K	$387K	3,834	4,884
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$14.9K	+577	$378K	$363K	6,875	7,452
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$78.1K	−320	$433K	$354K	1,968	1,648
position key `pos:13824` · issuer key `iss:1633` US AGGREGATE B	ADD	+$81.2K	+3,566	$256K	$337K	10,940	14,506
position key `pos:14552` · issuer key `iss:711` COM	NEW	+$333K	+1,963	$0	$333K	—	1,963
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	ADD	−$14.4K	+17	$344K	$330K	13,114	13,131
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$34.9K	−2	$290K	$324K	909	907
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$13.2K	+213	$304K	$317K	5,653	5,866
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	ADD	+$20.4K	+483	$295K	$315K	10,842	11,325
position key `pos:14047` · issuer key `iss:417` COM NEW	TRIM	−$329K	−5,203	$644K	$315K	14,078	8,875
position key `sid:sec:prov:91649a4a065993186304b95ea61f9081` · issuer key `cusip6:25434V` US CORE EQT MKT	ADD	−$10.8K	+17	$323K	$313K	6,909	6,926
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	ADD	−$3.5K	+10	$301K	$298K	3,604	3,614

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 9

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:eae8f1b8ce41f2d97b35ae8f78ec74d1` · issuer key `cusip6:46435G` MSCI INTL VLU FT	NO CHANGE	+$38.3K	$895K	$933K	23,523	23,523
position key `pos:11644` · issuer key `iss:1714` COM	NO CHANGE	−$13.9K	$730K	$717K	5,662	5,662
position key `sid:sec:prov:7450541b648e17b2fefc6b7439eb5438` · issuer key `cusip6:46434V` INTERNATIONAL SL	NO CHANGE	+$5.2K	$702K	$707K	16,918	16,918
position key `sid:sec:prov:56d1b1c178efc07d430ecd3640c15ac5` · issuer key `cusip6:46138E` RAFI DVLPD MRKTS	NO CHANGE	+$11.3K	$401K	$412K	9,506	9,506
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	NO CHANGE	+$14.5K	$351K	$366K	4,917	4,917
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$11.2K	$350K	$361K	2,441	2,441
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	NO CHANGE	+$3.8K	$332K	$336K	3,460	3,460
position key `pos:16198` · issuer key `iss:1012` MORNINGSTR US EQ	NO CHANGE	−$12.7K	$264K	$252K	2,800	2,800
position key `sid:sec:prov:066b50a2ce967984bc5493057640ca72` · issuer key `cusip6:25434V` GLOBAL CORE PLUS	NO CHANGE	−$357	$241K	$241K	4,465	4,465

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–69 of 69 issuers · $2.2B disclosed value over 127 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

DIMENSIONAL ETF TRUST

26 positions · 26 reported rows

Rows Index Fund Advisors, Inc. reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$420M	5,900,990
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$399M	6,383,799
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$351M	4,952,143
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$278M	5,738,753
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$187M	3,550,562
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$96.8M	2,761,776
DIMENSIONAL ETF TRUST · US LARGE CAP VAL CUSIP 25434V666 src ↗	$48.9M	1,368,350
DIMENSIONAL ETF TRUST · INTL SMALL CAP V CUSIP 25434V781 src ↗	$24.7M	625,098
DIMENSIONAL ETF TRUST · GLOBAL REAL EST CUSIP 25434V658 src ↗	$23.4M	881,680
DIMENSIONAL ETF TRUST · INTL SMALL CAP E CUSIP 25434V773 src ↗	$22.8M	676,877
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$22.0M	567,137
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$19.2M	567,117
DIMENSIONAL ETF TRUST · EMERGING MKTS VA CUSIP 25434V740 src ↗	$17.5M	488,266
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$9.0M	244,817
DIMENSIONAL ETF TRUST · ULTRASHORT FIXED CUSIP 25434V591 src ↗	$5.8M	115,300
DIMENSIONAL ETF TRUST · SHORT DURATION F CUSIP 25434V864 src ↗	$5.6M	116,103
DIMENSIONAL ETF TRUST · INTL CORE EQUITY CUSIP 25434V799 src ↗	$4.9M	139,222
DIMENSIONAL ETF TRUST · CORE FIXED INCOM CUSIP 25434V872 src ↗	$3.5M	82,509
DIMENSIONAL ETF TRUST · GLOBAL CR ETF CUSIP 25434V567 src ↗	$3.3M	61,498
DIMENSIONAL ETF TRUST · DIMENSIONAL INTE CUSIP 25434V575 src ↗	$3.2M	60,692
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$2.1M	65,309
DIMENSIONAL ETF TRUST · EMERGING MKTS CO CUSIP 25434V732 src ↗	$1.7M	48,699
DIMENSIONAL ETF TRUST · EMERGING MRKTETS CUSIP 25434V534 src ↗	$1.7M	25,579
DIMENSIONAL ETF TRUST · EMERGING MKTS HI CUSIP 25434V757 src ↗	$875K	25,886
DIMENSIONAL ETF TRUST · US CORE EQT MKT CUSIP 25434V104 src ↗	$313K	6,926
DIMENSIONAL ETF TRUST · GLOBAL CORE PLUS CUSIP 25434V583 src ↗	$241K	4,465

ticker not yet mapped

$2.0B

35,459,553

87.9%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$39.2M

389,812

1.8%

—

VANGUARD INDEX FDS

9 positions · 9 reported rows

Rows Index Fund Advisors, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$15.2M	47,365
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$5.5M	20,893
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$3.7M	17,090
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$2.6M	4,432
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$2.6M	29,614
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.4M	8,340
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$2.1M	11,434
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$1.5M	7,689
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$413K	1,383

ticker not yet mapped

$36.1M

148,240

1.6%

—

VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$35.1M

477,240

1.6%

—

AMERICAN CENTY ETF TR

6 positions · 6 reported rows

Rows Index Fund Advisors, Inc. reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · AVANTIS EMERGING CUSIP 025072141 src ↗	$8.7M	136,660
AMERICAN CENTY ETF TR · AVANTIS ALL EQT CUSIP 025072232 src ↗	$7.6M	86,746
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$3.7M	37,433
AMERICAN CENTY ETF TR · AVANTIS CORE FI CUSIP 025072562 src ↗	$2.7M	64,421
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$692K	6,260
AMERICAN CENTY ETF TR · AVANTIS SHFXDINC CUSIP 025072687 src ↗	$205K	4,388

ticker not yet mapped

$23.6M

335,908

1.1%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$17.4M

225,620

0.8%

—

ISHARES TR

6 positions · 6 reported rows

Rows Index Fund Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$8.1M	12,339
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$1.4M	10,110
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.2M	9,954
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$498K	4,202
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$336K	3,460
ISHARES TR · MORNINGSTR US EQ CUSIP — src ↗	$252K	2,800

ticker not yet mapped

$11.8M

42,865

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.1M

11,160

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLACIER BANCORP INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.5M

213,562

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.6M

26,822

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$6.4M

36,899

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.5M

21,712

0.2%

—

VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.4M

58,644

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.2M

24,857

0.2%

—

VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.6M

6,529

0.2%

—

SCHWAB STRATEGIC TR

9 positions · 9 reported rows

Rows Index Fund Advisors, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$1.0M	34,955
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$911K	19,483
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$700K	18,297
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$337K	14,506
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$330K	13,131
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$315K	11,325
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$287K	11,201
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$285K	11,529
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$217K	4,445

ticker not yet mapped

$4.4M

138,872

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$3.9M

10,600

0.2%

—

VANGUARD SCOTTSDALE FDS

2 positions · 2 reported rows

Rows Index Fund Advisors, Inc. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$3.1M	52,295
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$387K	4,884

ticker not yet mapped

$3.4M

57,179

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Index Fund Advisors, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$1.9M	6,611
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.4M	4,943

$3.3M

11,554

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.7M

21,303

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$2.6M

4,490

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Index Fund Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$832K	7,538
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$500K	6,372
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$366K	4,917
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$271K	2,556

ticker not yet mapped

$2.0M

21,383

0.1%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Index Fund Advisors, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.3M	17,406
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$317K	5,866
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$298K	3,614

ticker not yet mapped

$1.9M

26,886

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

4,751

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.7M

2,655

0.1%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.5M

26,745

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

3,713

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

2,317

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

1,904

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOUDFLARE INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

5,276

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

4,719

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$973K

1,058

0.0%

—

ISHARES TR · MSCI INTL VLU FT CUSIP 46435G409
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$933K

23,523

0.0%

—

MANAGER DIRECTED PORTFOLIOS · VERT GLB SUST RE CUSIP 56170L695
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$910K

88,080

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$882K

2,998

0.0%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$840K

16,881

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARVELL TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$734K

7,412

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$717K

5,662

0.0%

—

ISHARES TR · INTERNATIONAL SL CUSIP 46434V266
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$707K

16,918

0.0%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$659K

9,454

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$653K

2,109

0.0%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R606
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$568K

24,356

0.0%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X756
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$544K

8,233

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$479K

6,301

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KENVUE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$468K

27,165

0.0%

—

ISHARES INC · EM MKT SM-CP ETF CUSIP 464286475
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$463K

6,686

0.0%

—

INVESCO EXCH TRADED FD TR II · RAFI DVLPD MRKTS CUSIP 46138E735
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$412K

9,506

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$405K

1,895

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$404K

3,291

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$398K

270

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$363K

7,452

0.0%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$361K

2,441

0.0%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$354K

1,648

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$333K

1,963

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$324K

907

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CELSIUS HLDGS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$315K

8,875

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$293K

1,521

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$289K

469

0.0%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$284K

4,434

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$267K

3,351

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$259K

2,696

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$246K

2,047

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$226K

998

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$224K

635

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$222K

3,083

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$221K

1,070

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$217K

765

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$207K

449

0.0%

—

INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$205K

4,476

0.0%

1–20 of 69 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 93.8%above median 80.0%
Concentration index: 1,194 bpsabove median 446 bps
Positions with value: 127 / 127median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 93.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 1,194 · QoQ moves: 161

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Index Fund Advisors, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).