StockDriftsStockDriftsTop 50 Squire Investment Management Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.17% | 1.14M | $50.5M | +1.27%(+14.34K) | $30.10(+52.79%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 12.06% | 1.72M | $50.1M | +0.55%(+9.32K) | $20.99(+42.19%) | 2026-06-30 | |
| ITOT | ISHARES TR | 9.58% | 242.3K | $39.8M | +4.35%(+10.09K) | $118.43(+43.19%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.27% | 432.1K | $30.2M | -0.23%(-978) | $49.35(+46.26%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.37% | 412.6K | $22.3M | +3.88%(+15.40K) | $35.52(+63.10%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.12% | 206.3K | $21.3M | +3.46%(+6.90K) | $68.91(+59.32%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.78% | 488.6K | $19.9M | +1.66%(+7.97K) | $27.11(+45.35%) | 2026-06-30 | |
| IDEV | ISHARES TR | 4.32% | 201.4K | $17.9M | +5.36%(+10.24K) | $68.61(+36.04%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.95% | 297.9K | $16.4M | -0.04%(-106) | $37.53(+52.81%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.64% | 256.3K | $15.1M | +6.88%(+16.51K) | $59.11(-1.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.36% |
Squire Investment Management Company, LLC reports $415.31M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (12.2%), BSVO (12.1%) and ITOT (9.6%). The top 20 holdings account for 84.12% of reported assets. Its disclosed equity book has returned +44.48% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Squire Investment Management Company, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031291). View Squire Investment Management Company, LLC’s 13F filings on SEC