Squire Investment Management Company, LLC
CIK: 0002031291Latest portfolio: $330.5M · Q4 2025
Holdings
74
Total Value
$330.5M
New Positions
74
Closed Positions
0
Top Holdings
View All 74 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,050,100 | $41.6M | 12.58% | NEW | |
| 2 | CTEFEA SERIES TRUST | 1,553,853 | $36.2M | 10.96% | NEW | |
| 3 | ITOTISHARES TR | 215,380 | $32.0M | 9.69% | NEW | |
| 4 | DFATDIMENSIONAL ETF TRUST | 433,290 | $25.8M | 7.81% | NEW | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 397,808 | $19.9M | 6.01% | NEW | |
| 6 | AVDVAMERICAN CENTY ETF TR | 189,174 | $17.8M | 5.38% | NEW | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 444,894 | $14.7M | 4.45% | NEW | |
| 8 | IDEVISHARES TR | 173,172 | $14.3M | 4.32% | NEW | |
| 9 | DFUVDIMENSIONAL ETF TRUST | 295,274 | $13.8M | 4.16% | NEW | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 209,351 | $12.5M | 3.80% | NEW | |
| 11 | VTIVANGUARD INDEX FDS | 34,361 | $11.5M | 3.49% | NEW | |
| 12 | DISVDIMENSIONAL ETF TRUST | 216,051 | $8.2M | 2.48% | NEW | |
| 13 | DFSDDIMENSIONAL ETF TRUST | 135,132 | $6.5M | 1.96% | NEW | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 74,279 | $4.6M | 1.40% | NEW | |
| 15 | VTIPVANGUARD MALVERN FDS | 89,722 | $4.4M | 1.34% | NEW | |
| 16 | NBHCNATIONAL BK HLDGS CORP | 106,976 | $4.1M | 1.23% | NEW | |
| 17 | DFUSDIMENSIONAL ETF TRUST | 54,358 | $4.0M | 1.22% | NEW | |
| 18 | VBVANGUARD INDEX FDS | 12,438 | $3.2M | 0.97% | NEW | |
| 19 | DFSVDIMENSIONAL ETF TRUST | 97,445 | $3.2M | 0.97% | NEW | |
| 20 | DFICDIMENSIONAL ETF TRUST | 85,284 | $2.9M | 0.89% | NEW | |
| 21 | DFARDIMENSIONAL ETF TRUST | 118,923 | $2.7M | 0.82% | NEW | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 77,601 | $2.5M | 0.77% | NEW | |
| 23 | AVUVAMERICAN CENTY ETF TR | 24,718 | $2.5M | 0.76% | NEW | |
| 24 | AAPLAPPLE INC | 8,286 | $2.3M | 0.68% | NEW | |
| 25 | IGIBISHARES TR | 38,868 | $2.1M | 0.63% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.157332024257982e+210T)
Unknown0.0% ($362041.2T)
Technology0.0% ($2253.0T)
Communication Services0.0% ($236.2M)
Consumer Cyclical0.0% ($55.8M)
Energy0.0% ($250K)
Healthcare0.0% ($236K)
Industrials0.0% ($226K)
Consumer Defensive0.0% ($216K)
Basic Materials0.0% ($215K)
Filing History
Fund Information
Squire Investment Management Company, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $330.5M across 74 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 12.6% of the portfolio. Compared to the previous quarter, the fund opened 74 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.