§ 13F · FUND PROFILE
Squire Investment Management Company, LLC.
AUM · $415M (13F)Positions · 89Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.14M | $51M | 12.2% | +1% |
| 2 | BSVO | EA SERIES TRUST | 1.72M | $50M | 12.1% | +1% |
| 3 | ITOT | ISHARES TR | 242K | $40M | 9.6% | +4% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 432K | $30M | 7.3% | ±0% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 413K | $22M | 5.4% | +4% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 206K | $21M | 5.1% | +3% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 489K | $20M | 4.8% | +2% |
| 8 | IDEV | ISHARES TR | 201K | $18M | 4.3% | +5% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 298K | $16M | 3.9% | ±0% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 256K | $15M | 3.6% | +7% |
§ 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 $415 million in assets. The fund runs a portfolio of 89 positions.
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