Squire Investment Management Company, LLC
CIK 0002031291 · OREM, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$415.3M
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
12.2%
BSVO
EA SERIES TRUST
12.1%
ITOT
ISHARES TR
9.6%
DFAT
DIMENSIONAL ETF TRUST
7.3%
DFIV
DIMENSIONAL ETF TRUST
5.4%
AVDV
AMERICAN CENTY ETF TR
5.1%
DFEM
DIMENSIONAL ETF TRUST
4.8%
IDEV
ISHARES TR
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.