§ 13F · FUND PROFILE
Squire Investment Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 66Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.13M | $44M | 12.2% | +7% |
| 2 | BSVO | EA SERIES TRUST | 1.71M | $43M | 12.0% | +10% |
| 3 | ITOT | ISHARES TR | 232K | $33M | 9.2% | +8% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 433K | $27M | 7.5% | ±0% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 397K | $21M | 5.8% | ±0% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 199K | $20M | 5.5% | +5% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 481K | $17M | 4.6% | +8% |
| 8 | IDEV | ISHARES TR | 191K | $16M | 4.4% | +10% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 298K | $14M | 4.0% | +1% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 240K | $14M | 4.0% | +15% |
§ 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 $271 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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