§ 13F · FUND PROFILE
Squire Investment Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271.4T (13F)Positions · 66Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$330.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.05M | $41.6T | 12.6% | NEW |
| 2 | BSVO | EA SERIES TRUST | 1.55M | $36.2T | 11.0% | NEW |
| 3 | ITOT | ISHARES TR | 215K | $32.0T | 9.7% | NEW |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 433K | $25.8T | 7.8% | NEW |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 398K | $19.9T | 6.0% | NEW |
| 6 | AVDV | AMERICAN CENTY ETF TR | 189K | $17.8T | 5.4% | NEW |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 445K | $14.7T | 4.5% | NEW |
| 8 | IDEV | ISHARES TR | 173K | $14.3T | 4.3% | NEW |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 295K | $13.8T | 4.2% | NEW |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 209K | $12.5T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SQUIRE SIGNAL
AC read
Squire Investment Management Company, LLC is a Other fund managing $271354.2 trillion in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed