Squire Investment Management Company, LLC
89 holdingsFiling period: 2026-06-30Current AUM: $414.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 1.14M | $50.5M | $51.1M | 12.34% | +14.3K | 2026-06-30 |
| 2 | BSVO | EA Series Trust | 1.72M | $50.1M | $49.7M | 12.00% | +9.3K | 2026-06-30 |
| 3 | ITOT | iShares TR | 242.3K | $39.8M | $40.0M | 9.64% | +10.1K | 2026-06-30 |
| 4 | DFAT | Dimensional ETF Trust | 432.1K | $30.2M | $30.3M | 7.30% | -978 | 2026-06-30 |
| 5 | DFIV | Dimensional ETF Trust | 412.6K | $22.3M | $23.2M | 5.61% | +15.4K | 2026-06-30 |
| 6 | AVDV | American Centy ETF TR | 206.3K | $21.3M | $21.7M | 5.23% | +6.9K | 2026-06-30 |
| 7 | DFEM | Dimensional ETF Trust | 488.6K | $19.9M | $17.8M | 4.29% | +8.0K | 2026-06-30 |
| 8 | IDEV | iShares TR | 201.4K | $17.9M | $18.0M | 4.33% | +10.2K | 2026-06-30 |
| 9 | DFUV | Dimensional ETF Trust | 297.9K | $16.4M | $16.9M | 4.08% | -106 | 2026-06-30 |
| 10 | VGIT | Vanguard Scottsdale Fds | 256.3K | $15.1M | $14.8M | 3.57% | +16.5K | 2026-06-30 |
| 11 | VTI | Vanguard Index Fds | 39.7K | $14.7M | $14.7M | 3.56% | +168 | 2026-06-30 |
| 12 | DISV | Dimensional ETF Trust | 255.3K | $10.2M | $10.8M | 2.61% | +9.9K | 2026-06-30 |
| 13 | DFSD | Dimensional ETF Trust | 164.5K | $7.9M | $7.7M | 1.86% | +9.3K | 2026-06-30 |
| 14 | VEA | Vanguard Tax-Managed Fds | 79.7K | $5.7M | $5.5M | 1.33% | +1.8K | 2026-06-30 |
| 15 | VTIP | Vanguard Malvern Fds | 103.8K | $5.2M | $5.1M | 1.23% | +5.3K | 2026-06-30 |
| 16 | NBHC | National BK Hldgs Corp | 107.0K | $4.8M | $4.0M | 0.97% | -- | 2026-06-30 |
| 17 | DFUS | Dimensional ETF Trust | 56.3K | $4.6M | $4.6M | 1.12% | +1.3K | 2026-06-30 |
| 18 | DFSV | Dimensional ETF Trust | 115.0K | $4.5M | $4.5M | 1.09% | +660 | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 14.5K | $4.4M | $4.2M | 1.01% | +43 | 2026-06-30 |
| 20 | DFIC | Dimensional ETF Trust | 106.9K | $4.0M | $4.0M | 0.97% | +6.7K | 2026-06-30 |
| 21 | DFAR | Dimensional ETF Trust | 136.9K | $3.6M | $3.5M | 0.84% | +725 | 2026-06-30 |
| 22 | DFAX | Dimensional ETF Trust | 77.2K | $2.8M | $2.8M | 0.67% | -396 | 2026-06-30 |
| 23 | AVUV | American Centy ETF TR | 22.3K | $2.8M | $2.8M | 0.66% | -994 | 2026-06-30 |
| 24 | VTV | Vanguard Index Fds | 12.7K | $2.8M | $2.9M | 0.70% | +2.6K | 2026-06-30 |
| 25 | AAPL | Apple Inc | 8.9K | $2.6M | $3.1M | 0.74% | +657 | 2026-06-30 |
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