Index Fund Advisors, Inc.
RIA/Wealth
Index Fund Advisors, Inc. is a RIA/Wealth based in Irvine, CA led by Mark Thomas Hebner, reporting $5.3B in AUM as of Q3 2025 with 96% ETF concentration, 86% concentrated in top 10 holdings, 19% allocation to DFAS, and minimal technology exposure.
CEOMark Thomas Hebner
- Portfolio Value
- $2.1B
- Positions
- 144
- Top Holding
- DFAS at 19.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Index Fund Advisors, Inc.'s portfolio (86.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $401.0M | 19.46% | +$2.1M Bought | — 5.9M shares | |
ETF ETF | $379.6M | 18.42% | +$20.3M Bought | — 6.5M shares | |
ETF ETF | $361.7M | 17.56% | -$4.3M Sold | — 5.0M shares | |
ETF ETF | $260.4M | 12.64% | +$25.0M Bought | — 5.8M shares | |
ETF ETF | $167.4M | 8.12% | +$21.5M Bought | — 3.6M shares | |
ETF ETF | $77.3M | 3.75% | +$7.7M Bought | — 2.4M shares | |
ETF ETF | $39.3M | 1.91% | +$39.0M Bought | — 389.8K shares | |
ETF ETF | $37.5M | 1.82% | +$2.3M Bought | — 1.1M shares | |
ETF ETF | $35.3M | 1.71% | +$2.1M Bought | — 474.0K shares | |
ETF ETF | $21.6M | 1.05% | +$359.8K Bought | — 791.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Index Fund Advisors, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Index Fund Advisors, Inc.
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