# EDGAR Filing Document

**Accession Number:** 0001665097
**File Stem:** 0001665097-23-000004
**Filing Date:** 2023-1
**Character Count:** 11561
**Document Hash:** 479687b54ca4773eb33475b01c998aee
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001665097-23-000004.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001665097-23-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230123

**EFFECTIVENESS DATE**: 20230123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Index Fund Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001665097
- **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:** 23545062

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Index Fund Advisors Inc.<br>**Address:** 19200 VON KARMAN AVE.<br>SUITE 150<br>IRVINE, CA 92612

**Form 13F File Number:** 028-21495

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle Ojeda<br>**Title:** Co-Chief Compliance Officer<br>**Phone:** 949-428-0442

**Signature, Place, and Date of Signing:**

Michelle Ojeda  Irvine, CA  01-23-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $1422110

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 360016 | 8191492 | SH |  | SOLE |  | 8191492 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 348605 | 6815352 | SH |  | SOLE |  | 6815352 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 249740 | 6001925 | SH |  | SOLE |  | 6001925 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 242305 | 7237320 | SH |  | SOLE |  | 7237320 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 111628 | 3671968 | SH |  | SOLE |  | 3671968 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 19474 | 271075 | SH |  | SOLE |  | 271075 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 14550 | 587387 | SH |  | SOLE |  | 587387 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7896 | 60772 | SH |  | SOLE |  | 60772 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 5029 | 26305 | SH |  | SOLE |  | 26305 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4325 | 11257 | SH |  | SOLE |  | 11257 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 4078 | 22219 | SH |  | SOLE |  | 22219 | 0 | 0 |
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 |  | 3273 | 338814 | SH |  | SOLE |  | 338814 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3199 | 20143 | SH |  | SOLE |  | 20143 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 2942 | 23516 | SH |  | SOLE |  | 23516 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 2372 | 97700 | SH |  | SOLE |  | 97700 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2331 | 6094 | SH |  | SOLE |  | 6094 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2295 | 50837 | SH |  | SOLE |  | 50837 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1914 | 9393 | SH |  | SOLE |  | 9393 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1860 | 13755 | SH |  | SOLE |  | 13755 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1400 | 9972 | SH |  | SOLE |  | 9972 | 0 | 0 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 1307 | 33611 | SH |  | SOLE |  | 33611 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1283 | 8447 | SH |  | SOLE |  | 8447 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1256 | 16707 | SH |  | SOLE |  | 16707 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 1201 | 10005 | SH |  | SOLE |  | 10005 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1183 | 10298 | SH |  | SOLE |  | 10298 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1172 | 4889 | SH |  | SOLE |  | 4889 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1161 | 12271 | SH |  | SOLE |  | 12271 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 987 | 20452 | SH |  | SOLE |  | 20452 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 961 | 11441 | SH |  | SOLE |  | 11441 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 936 | 20301 | SH |  | SOLE |  | 20301 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 871 | 10277 | SH |  | SOLE |  | 10277 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 802 | 2283 | SH |  | SOLE |  | 2283 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 790 | 15761 | SH |  | SOLE |  | 15761 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 747 | 8667 | SH |  | SOLE |  | 8667 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 729 | 23177 | SH |  | SOLE |  | 23177 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 718 | 15380 | SH |  | SOLE |  | 15380 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 659 | 16279 | SH |  | SOLE |  | 16279 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 659 | 7994 | SH |  | SOLE |  | 7994 | 0 | 0 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 629 | 27140 | SH |  | SOLE |  | 27140 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 617 | 10924 | SH |  | SOLE |  | 10924 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 |  | 595 | 12970 | SH |  | SOLE |  | 12970 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 592 | 14453 | SH |  | SOLE |  | 14453 | 0 | 0 |
| ISHARES TR | MSCI INTL SML CP | 46434V266 |  | 586 | 19535 | SH |  | SOLE |  | 19535 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 576 | 25928 | SH |  | SOLE |  | 25928 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 556 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 488 | 5863 | SH |  | SOLE |  | 5863 | 0 | 0 |
| SPDR INDEX SHS FDS | S EMKTSC ETF | 78463X756 |  | 486 | 9935 | SH |  | SOLE |  | 9935 | 0 | 0 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 808524730 |  | 482 | 19436 | SH |  | SOLE |  | 19436 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 469 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 455 | 21158 | SH |  | SOLE |  | 21158 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 451 | 5113 | SH |  | SOLE |  | 5113 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 431 | 9612 | SH |  | SOLE |  | 9612 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 423 | 4633 | SH |  | SOLE |  | 4633 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 420 | 792 | SH |  | SOLE |  | 792 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 |  | 388 | 6988 | SH |  | SOLE |  | 6988 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 386 | 15827 | SH |  | SOLE |  | 15827 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 383 | 11895 | SH |  | SOLE |  | 11895 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 380 | 8327 | SH |  | SOLE |  | 8327 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 367 | 8748 | SH |  | SOLE |  | 8748 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 348 | 3158 | SH |  | SOLE |  | 3158 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 331 | 5043 | SH |  | SOLE |  | 5043 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 325 | 2423 | SH |  | SOLE |  | 2423 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 325 | 3975 | SH |  | SOLE |  | 3975 | 0 | 0 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 322 | 6670 | SH |  | SOLE |  | 6670 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 318 | 1532 | SH |  | SOLE |  | 1532 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 287 | 6247 | SH |  | SOLE |  | 6247 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 286 | 2271 | SH |  | SOLE |  | 2271 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 46138E735 |  | 282 | 9506 | SH |  | SOLE |  | 9506 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 272 | 3060 | SH |  | SOLE |  | 3060 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 267 | 1002 | SH |  | SOLE |  | 1002 | 0 | 0 |
| PROVIDENT FINL SVCS INC | COM | 74386T105 |  | 251 | 11747 | SH |  | SOLE |  | 11747 | 0 | 0 |
| DIREXION SHS ETF TR | DLY SEMICNDTR BR | 25460G336 |  | 245 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 244 | 3235 | SH |  | SOLE |  | 3235 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 235 | 642 | SH |  | SOLE |  | 642 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 227 | 1094 | SH |  | SOLE |  | 1094 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 220 | 9289 | SH |  | SOLE |  | 9289 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 217 | 9581 | SH |  | SOLE |  | 9581 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 203 | 9227 | SH |  | SOLE |  | 9227 | 0 | 0 |
| SPRINKLR INC | CL A | 85208T107 |  | 91 | 11163 | SH |  | SOLE |  | 11163 | 0 | 0 |

---