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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 46.46% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: DFEV, ITOT, VGIT, IDEV, DFSU, DFIV, MGK, VGT, AVDV, VUG.
Started 13 new stock positions in SCHF, ET, ZION, VUG, DFLV, UMC, SECT, DFAE, DFEV, BIV. DFSI, DFSU, VIGI.
Reduced shares in these 10 stocks: DFAU, VLUE, AVUV, XLK, VOO, DFAT, GLW, GOOGL, IEMG, DFAS.
Squire Investment Management Company was a net buyer of stock by $18M.
Squire Investment Management Company has $415M in assets under management (AUM), dropping by 15.44%.
Central Index Key (CIK): 0002031291

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Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 89 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	12.2	$51M		1.1M	44.36	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	12.1	$50M		1.7M	29.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.6	$40M	+4%	242k	164.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.3	$30M		432k	69.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$22M	+3%	413k	54.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.1	$21M	+3%	206k	103.05	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.8	$20M		489k	40.64	View chart
Ishares Tr Core Msci Intl (IDEV)	4.3	$18M	+5%	201k	89.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.9	$16M		298k	55.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.6	$15M	+6%	256k	58.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$15M		40k	370.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.5	$10M	+4%	255k	40.13	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.9	$7.9M	+5%	165k	47.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$5.7M	+2%	80k	71.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$5.2M	+5%	104k	50.23	View chart
National Bk Hldgs Corp Cl A (NBHC)	1.1	$4.8M		107k	44.43	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.1	$4.6M	+2%	56k	81.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.1	$4.5M		115k	38.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.4M		15k	303.11	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.0	$4.0M	+6%	107k	37.26	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.9	$3.6M		137k	26.16	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$2.8M		77k	36.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$2.8M	-4%	22k	124.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.8M	+26%	13k	217.92	View chart
Apple (AAPL)	0.6	$2.6M	+7%	8.9k	289.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.3M		31k	73.41	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$2.3M	+24%	53k	42.41	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$2.3M		10k	221.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$2.2M	NEW	52k	42.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$2.1M		40k	53.17	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M		21k	82.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.7M	+15%	28k	59.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.5M	+15%	7.7k	197.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.5M	+9%	9.7k	156.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.5M	-10%	28k	51.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.4M		39k	36.87	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$1.4M		33k	41.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.4M	+3%	33k	41.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.4M		43k	31.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.3M	+2%	16k	82.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.3M		9.8k	136.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$1.3M		16k	82.34	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	+14%	6.1k	200.09	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$1.1M		13k	90.79	View chart
Palo Alto Networks (PANW)	0.3	$1.0M		3.1k	341.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.0M	+400%	12k	87.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$954k		10k	95.44	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$922k	-15%	4.6k	199.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$919k	+699%	7.7k	119.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$871k	-7%	1.3k	686.56	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$852k	NEW	18k	46.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$757k		2.3k	327.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$730k		991.00	736.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$666k	NEW	7.7k	86.14	View chart
Amazon (AMZN)	0.2	$639k	+11%	2.7k	238.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$548k		5.7k	96.49	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$516k	+500%	6.2k	82.62	View chart
Microsoft Corporation (MSFT)	0.1	$477k	+53%	1.3k	373.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$476k		6.2k	76.55	View chart
Dimensional Etf Trust International (DFSI)	0.1	$448k	NEW	9.9k	45.10	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$445k		13k	35.03	View chart
Corning Incorporated (GLW)	0.1	$434k	-8%	1.7k	255.48	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$385k		20k	19.05	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$385k	-18%	2.0k	190.49	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$384k	+27%	7.9k	48.34	View chart
Zions Bancorporation (ZION)	0.1	$357k	NEW	5.2k	69.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$350k	+4%	699.00	500.39	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$348k	NEW	8.8k	39.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$348k		12k	28.96	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$345k	+11%	12k	28.97	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$331k		7.9k	41.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$330k		4.4k	75.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$322k	+19%	4.1k	77.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$304k	-11%	851.00	357.37	View chart
Chevron Corporation (CVX)	0.1	$288k	+5%	1.7k	165.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$281k	+5%	794.00	353.33	View chart
Abbvie (ABBV)	0.1	$266k	+2%	1.1k	251.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$262k	+4%	7.3k	36.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$259k	NEW	3.4k	76.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$253k	NEW	2.7k	93.38	View chart
Johnson & Johnson (JNJ)	0.1	$251k	+2%	989.00	254.05	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$238k	NEW	8.8k	27.21	View chart
3M Company (MMM)	0.1	$238k	+4%	1.5k	161.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$233k	NEW	8.4k	27.70	View chart
Colgate-Palmolive Company (CL)	0.1	$220k		2.4k	91.68	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$209k	NEW	2.9k	72.06	View chart
Newmont Mining Corporation (NEM)	0.0	$207k		2.2k	93.38	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$205k	NEW	5.1k	40.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$193k	NEW	10k	19.12	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 2026 Q2 filed July 28, 2026
Squire Investment Management Company 2026 Q1 filed April 24, 2026
Squire Investment Management Company 2025 Q4 filed Jan. 22, 2026
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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