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Squire Investment Management Company, LLC

Portfolio Manager
Squire Investment Management Company, LLC
Performance
+2.21% (2026 Q1)
AUM (13F)
$359.77M
# of Holdings
76
Performance Rank
Allocation (Top 20)
85.73%

Squire Investment Management Company, LLC Holdings Map

Top 50 Squire Investment Management Company, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
12.15%1.13M$43.7M
+7.14%(+75.00K)
2025-Q1: 973.8K shares2025-Q2: 992.6K shares2025-Q3: 1.03M shares2025-Q4: 1.05M shares2026-Q1: 1.13M shares
$29.96(+44.26%)
2026-03-31
BSVO
EA SERIES TRUST
12.04%1.71M$43.3M
+9.87%(+153.36K)
2025-Q1: 1.13M shares2025-Q2: 1.39M shares2025-Q3: 1.47M shares2025-Q4: 1.55M shares2026-Q1: 1.71M shares
$20.95(+29.53%)
2026-03-31
ITOT
ISHARES TR
9.19%232.2K$33.1M
+7.81%(+16.82K)
2025-Q1: 182.0K shares2025-Q2: 191.0K shares2025-Q3: 200.6K shares2025-Q4: 215.4K shares2026-Q1: 232.2K shares
$117.00(+38.45%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
7.52%433.1K$27.0M
-0.04%(-192)
2025-Q1: 448.8K shares2025-Q2: 423.9K shares2025-Q3: 427.9K shares2025-Q4: 433.3K shares2026-Q1: 433.1K shares
$49.35(+33.42%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
5.83%397.2K$21.0M
-0.16%(-620)
2025-Q1: 384.4K shares2025-Q2: 397.6K shares2025-Q3: 409.0K shares2025-Q4: 397.8K shares2026-Q1: 397.2K shares
$34.86(+59.66%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
5.53%199.4K$19.9M
+5.39%(+10.20K)
2025-Q1: 165.9K shares2025-Q2: 177.6K shares2025-Q3: 184.3K shares2025-Q4: 189.2K shares2026-Q1: 199.4K shares
$67.84(+62.24%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
4.62%480.6K$16.6M
+8.03%(+35.74K)
2025-Q1: 388.4K shares2025-Q2: 418.6K shares2025-Q3: 441.2K shares2025-Q4: 444.9K shares2026-Q1: 480.6K shares
$26.95(+49.95%)
2026-03-31
IDEV
ISHARES TR
4.44%191.2K$16.0M
+10.39%(+17.99K)
2025-Q1: 146.0K shares2025-Q2: 154.0K shares2025-Q3: 163.0K shares2025-Q4: 173.2K shares2026-Q1: 191.2K shares
$67.73(+32.20%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
4.01%298.0K$14.4M
+0.92%(+2.73K)
2025-Q1: 290.0K shares2025-Q2: 280.8K shares2025-Q3: 286.6K shares2025-Q4: 295.3K shares2026-Q1: 298.0K shares
$37.53(+40.23%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
3.97%239.8K$14.3M
+14.55%(+30.45K)
2025-Q1: 163.7K shares2025-Q2: 166.3K shares2025-Q3: 180.9K shares2025-Q4: 209.4K shares2026-Q1: 239.8K shares
$59.10(-0.21%)
2026-03-31

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