Top 50 Squire Investment Management Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.15% | 1.13M | $43.7M | +7.14%(+75.00K) | $29.96(+44.26%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 12.04% | 1.71M | $43.3M | +9.87%(+153.36K) | $20.95(+29.53%) | 2026-03-31 | |
| ITOT | ISHARES TR | 9.19% | 232.2K | $33.1M | +7.81%(+16.82K) | $117.00(+38.45%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.52% | 433.1K | $27.0M | -0.04%(-192) | $49.35(+33.42%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.83% | 397.2K | $21.0M | -0.16%(-620) | $34.86(+59.66%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.53% | 199.4K | $19.9M | +5.39%(+10.20K) | $67.84(+62.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.62% | 480.6K | $16.6M | +8.03%(+35.74K) | $26.95(+49.95%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.44% | 191.2K | $16.0M | +10.39%(+17.99K) | $67.73(+32.20%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.01% | 298.0K | $14.4M | +0.92%(+2.73K) | $37.53(+40.23%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.97% | 239.8K | $14.3M | +14.55%(+30.45K) | $59.10(-0.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.57% | +42.66% |
| Top 20 Holdings Unweighted | +11.72% | +39.44% |
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