Index Fund Advisors, Inc.
Index Fund Advisors, Inc. (IFA) is a fee-only, SEC-registered investment adviser headquartered in Irvine, California. Founded in 1999 by Mark T. Hebner, the firm provides risk-appropriate, globally diversified, and tax-managed wealth management and advisory services for individuals, trusts, corporations, non-profits, pensions, endowments, and institutional clients. With approximately 50 employees, IFA delivers personalized portfolio management and financial planning, serving clients nationwide seeking evidence-based, passive investment strategies and fiduciary care.
Investment Strategy
Index Fund Advisors, Inc. utilizes a disciplined, evidence-based investment approach centered on constructing globally diversified portfolios of index funds. The strategy emphasizes passive, quantitative methods based on research by Eugene Fama and Kenneth French, leveraging nearly a century of risk and return data. IFA avoids stock and manager selection, speculative trading, and unnecessary fees, instead focusing on long-term, market-driven returns through risk-appropriate, low-cost index fund portfolios. Ongoing portfolio management includes tax management, personalized asset allocation, prudent rebalancing, and comprehensive education to foster client understanding and long-term results.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAS | DIMENSIONAL ETF TRUST | 19.45% | $401.0M | 5,856,832 | $59.52 | $68.46 | +$29.8M |
D DFAT | DIMENSIONAL ETF TRUST | 18.41% | $379.6M | 6,520,506 | $47.85 | $58.21 | +$46.5M |
D DFUS | DIMENSIONAL ETF TRUST | 17.55% | $361.7M | 4,992,856 | $51.31 | $72.44 | +$23.1M |
D DFUV | DIMENSIONAL ETF TRUST | 12.63% | $260.4M | 5,827,280 | $32.80 | $44.69 | +$37.7M |
D DFIV | DIMENSIONAL ETF TRUST | 8.12% | $167.4M | 3,628,776 | $34.33 | $46.12 | +$31.9M |