Squire Investment Management Company, LLC
76 holdingsFiling period: 2026-03-31Current AUM: $400.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.13M | $43.7M | $50.1M | 12.51% | +75.0K | 2026-03-31 |
| 2 | BSVO | EA SERIES TRUST | 1.71M | $43.3M | $50.0M | 12.49% | +153.4K | 2026-03-31 |
| 3 | ITOT | ISHARES TR | 232.2K | $33.1M | $38.0M | 9.49% | +16.8K | 2026-03-31 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 433.1K | $27.0M | $30.6M | 7.65% | -192 | 2026-03-31 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 397.2K | $21.0M | $22.7M | 5.68% | -620 | 2026-03-31 |
| 6 | AVDV | AMERICAN CENTY ETF TR | 199.4K | $19.9M | $20.9M | 5.21% | +10.2K | 2026-03-31 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 480.6K | $16.6M | $18.1M | 4.53% | +35.7K | 2026-03-31 |
| 8 | IDEV | ISHARES TR | 191.2K | $16.0M | $17.3M | 4.32% | +18.0K | 2026-03-31 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 298.0K | $14.4M | $16.6M | 4.14% | +2.7K | 2026-03-31 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 239.8K | $14.3M | $14.0M | 3.50% | +30.5K | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 39.5K | $12.7M | $14.5M | 3.63% | +5.1K | 2026-03-31 |
| 12 | DISV | DIMENSIONAL ETF TRUST | 245.4K | $9.7M | $10.4M | 2.60% | +29.3K | 2026-03-31 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | 155.3K | $7.4M | $7.3M | 1.84% | +20.1K | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 77.9K | $5.0M | $5.5M | 1.37% | +3.6K | 2026-03-31 |
| 15 | VTIP | VANGUARD MALVERN FDS | 98.6K | $4.9M | $4.9M | 1.22% | +8.8K | 2026-03-31 |
| 16 | NBHC | NATIONAL BK HLDGS CORP | 107.0K | $4.2M | $4.6M | 1.15% | -- | 2026-03-31 |
| 17 | DFSV | DIMENSIONAL ETF TRUST | 114.3K | $4.0M | $4.5M | 1.13% | +16.8K | 2026-03-31 |
| 18 | DFUS | DIMENSIONAL ETF TRUST | 55.0K | $3.9M | $4.5M | 1.12% | +690 | 2026-03-31 |
| 19 | VB | VANGUARD INDEX FDS | 14.4K | $3.8M | $4.3M | 1.07% | +2.0K | 2026-03-31 |
| 20 | DFIC | DIMENSIONAL ETF TRUST | 100.2K | $3.6M | $3.8M | 0.95% | +14.9K | 2026-03-31 |
| 21 | DFAR | DIMENSIONAL ETF TRUST | 136.2K | $3.2M | $3.6M | 0.91% | +17.3K | 2026-03-31 |
| 22 | DFAX | DIMENSIONAL ETF TRUST | 77.6K | $2.6M | $2.8M | 0.71% | +13 | 2026-03-31 |
| 23 | AVUV | AMERICAN CENTY ETF TR | 23.3K | $2.6M | $2.9M | 0.73% | -1,439 | 2026-03-31 |
| 24 | BND | VANGUARD BD INDEX FDS | 30.6K | $2.3M | $2.2M | 0.55% | +6.0K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 8.2K | $2.1M | $2.5M | 0.63% | -61 | 2026-03-31 |
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