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Squire Investment Management Company

Latest statistics and disclosures from Squire Investment Management Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, BSVO, ITOT, DFAT, DFIV, and represent 47.53% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: BSVO, DFAC, ITOT, VGIT, DFSD, VOO, DFEM, IDEV, AVDV, DFIV.
Started 3 new stock positions in XLK, VOO, ABBV.
Reduced shares in these 10 stocks: AVUS, IEMG, DUHP, DFAX, AVEM, DFIS, IVLU, BRK.B, CL, BSV.
Sold out of its position in AVUS.
Squire Investment Management Company was a net buyer of stock by $15M.
Squire Investment Management Company has $307M in assets under management (AUM), dropping by 13.14%.
Central Index Key (CIK): 0002031291

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Positions held by Squire Investment Management Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.9	$40M	+3%	1.0M	38.57	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	10.8	$33M	+5%	1.5M	22.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.5	$29M	+4%	201k	145.65	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.1	$25M		428k	58.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.1	$19M	+2%	409k	46.12	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.3	$16M	+3%	184k	89.03	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.6	$14M	+5%	441k	32.07	View chart
Ishares Tr Core Msci Intl (IDEV)	4.3	$13M	+5%	163k	80.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.2	$13M	+2%	287k	44.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.5	$11M	+8%	181k	60.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$10M	+5%	31k	328.17	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.5	$7.6M	+5%	214k	35.69	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.9	$5.9M	+16%	122k	48.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$4.3M	+8%	84k	50.63	View chart
National Bk Hldgs Corp Cl A (NBHC)	1.3	$4.1M		107k	38.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$4.0M	+8%	67k	59.92	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.2	$3.8M	+9%	52k	72.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$3.1M	+13%	97k	31.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.9M	+13%	11k	254.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$2.8M	+15%	85k	32.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$2.6M		84k	31.38	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$2.6M	+24%	109k	23.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$2.5M		25k	99.53	View chart
Apple (AAPL)	0.7	$2.1M	+16%	8.3k	254.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.8M	+23%	24k	74.37	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.7M	-3%	26k	65.92	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$1.7M	+29%	31k	54.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.6M	+19%	8.6k	186.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.6M	+2%	23k	68.46	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$1.5M		35k	43.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.5M		8.2k	176.81	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.3M		36k	35.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.2M		16k	76.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.2M	+9%	8.5k	142.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.2M		26k	45.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$1.1M		9.8k	110.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.1M	+9%	36k	29.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M	+7%	6.1k	174.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.1M	+12%	29k	36.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	+16%	19k	54.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.0M	+8%	37k	27.30	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$1.0M		13k	80.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$936k		2.3k	402.42	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$825k		10k	82.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$788k	NEW	1.3k	612.36	View chart
JPMorgan Chase & Co. (JPM)	0.3	$778k		2.5k	315.43	View chart
NVIDIA Corporation (NVDA)	0.2	$723k	+2%	3.9k	186.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$721k		966.00	746.37	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$699k		22k	31.63	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$680k		5.4k	125.05	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$512k	+13%	1.2k	435.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$464k		6.8k	67.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$457k		5.8k	78.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$439k	-2%	5.8k	75.11	View chart
Microsoft Corporation (MSFT)	0.1	$425k	+6%	820.00	517.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$348k	NEW	1.2k	281.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$327k		651.00	502.74	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$318k		12k	27.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$309k		12k	25.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$296k		4.4k	68.08	View chart
Amazon (AMZN)	0.1	$274k	+12%	1.2k	219.57	View chart
Chevron Corporation (CVX)	0.1	$267k	+2%	1.7k	155.30	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$264k	+5%	15k	17.69	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$234k	-11%	6.2k	37.77	View chart
Abbvie (ABBV)	0.1	$233k	NEW	1.0k	231.53	View chart
3M Company (MMM)	0.1	$217k		1.4k	155.22	View chart
Colgate-Palmolive Company (CL)	0.1	$215k		2.7k	79.94	View chart
Traeger Common Stock (COOK)	0.0	$14k		11k	1.22	View chart

Past Filings by Squire Investment Management Company

SEC 13F filings are viewable for Squire Investment Management Company going back to 2024

Squire Investment Management Company 2025 Q3 filed Oct. 20, 2025
Squire Investment Management Company 2025 Q2 filed July 16, 2025
Squire Investment Management Company 2025 Q1 filed May 8, 2025
Squire Investment Management Company 2024 Q4 filed Jan. 30, 2025
Squire Investment Management Company 2024 Q3 filed Nov. 6, 2024
Squire Investment Management Company 2023 Q4 filed Aug. 1, 2024
Squire Investment Management Company 2024 Q1 filed Aug. 1, 2024
Squire Investment Management Company 2024 Q2 filed Aug. 1, 2024

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