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IFA Index Portfolio 100 IFA Index Portfolio 50

Moderate: Suitable for investors who have 8 years before needing approximately 20% of their investments and are willing to accept a moderate degree of volatility in order to achieve moderate portfolio growth potential.

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

IFA Small Cap/Value/Profitability ETF Index Portfolio 50 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
32.00%
United States Equities
6.00%US Large CapDFA US Equity ETFDFUS2,459$227,785.194.15
6.00%US Large ValueDFA US Large Cap Value ETFDFLV341$81,141.422.09
10.00%US Small BlendDFA US Small Cap ETFDFAS2,050$3,697.771.74
10.00%US Small Cap ValueDimensional US Small Cap Value ETFDFSV1,013$2,905.210.97
2.50%
Global Real Estate
2.50%Global Real EstateDFA Global Real Estate ETFDFGR448$17,635.911.66
9.00%
International Equities
3.00%International ValueDimensional International Value ETFDFIV540$33,226.081.03
3.00%International Small CapDFA International Small Cap ETFDFIS3,422$2,200.081.27
3.00%International Small Cap ValueDFA International Small Cap Value ETFDISV1,480$2,101.820.82
6.50%
Emerging Markets Equities
2.00%Emerging Markets BlendDFA Emerging Core Equity Market ETFDFAE6,163$24,294.101.61
2.00%Emerging Markets ValueDFA Emerging Markets Value ETFDFEV3,148$11,620.650.94
2.50%Emerging Markets Small CapAvantis Emerging Markets Small Cap Equity ETFAVEE2,270$1,011.451.09
50.00%
Global Fixed Income
12.50%Short Duration Fixed IncomeDimensional Short-Duration Fixed Inc ETFDFSD1,324n/an/a
12.50%US Core Fixed IncomeDimensional Core Fixed Income ETFDFCF1,632n/an/a
12.50%Global ex US Core Fixed IncomeDimensional Global ex US Cor Fxd Inc ETFDFGX564n/an/a
12.50%Global Credit Fixed IncomeDimensional Global Credit ETFDGCB1,019n/an/a
*Updated as of 6/2/2025