Squire Investment Management Company
$415M 13F equity value
89 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Squire Investment Management Company covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1,139,447 | $51M | 12.2% |
| BSVO | EA SERIES TRUST | 1,716,530 | $50M | 12.1% |
| ITOT | ISHARES TR | 242,293 | $40M | 9.6% |
| DFAT | DIMENSIONAL ETF TRUST | 432,120 | $30M | 7.3% |
| DFIV | DIMENSIONAL ETF TRUST | 412,587 | $22M | 5.4% |
| AVDV | AMERICAN CENTY ETF TR | 206,275 | $21M | 5.1% |
| DFEM | DIMENSIONAL ETF TRUST | 488,613 | $20M | 4.8% |
| IDEV | ISHARES TR | 201,400 | $18M | 4.3% |
| DFUV | DIMENSIONAL ETF TRUST | 297,896 | $16M | 3.9% |
| VGIT | VANGUARD SCOTTSDALE FDS | 256,311 | $15M | 3.6% |
Track Squire Investment Management Company's 13F portfolio: $415M in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.
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