Squire Investment Management Company, LLC 13F Holdings · Q2 2026
Squire Investment Management Company, LLC reported 89 securities worth $415.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (12.17%), BSVO (12.06%), ITOT (9.58%). Among its top 25 positions this quarter: 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $50.5M | 12.17% | 1.1M | Added |
| 2 | BSVO | EA SERIES TRUST | $50.1M | 12.06% | 1.7M | Added |
| 3 | ITOT | ISHARES TR | $39.8M | 9.58% | 242,293 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $30.2M | 7.27% | 432,120 | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $22.3M | 5.37% | 412,587 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $21.3M | 5.12% | 206,275 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $19.9M | 4.78% | 488,613 | Added |
| 8 | IDEV | ISHARES TR | $17.9M | 4.32% | 201,400 | Added |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $16.4M | 3.95% | 297,896 | Trimmed |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $15.1M | 3.64% | 256,311 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $14.7M | 3.53% | 39,664 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $10.2M | 2.47% | 255,262 | Added |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $7.9M | 1.89% | 164,537 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 1.37% | 79,699 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $5.2M | 1.26% | 103,823 | Added |
| 16 | NBHC | NATIONAL BK HLDGS CORP | $4.8M | 1.14% | 106,976 | Hold |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $4.6M | 1.11% | 56,304 | Added |
| 18 | DFSV | DIMENSIONAL ETF TRUST | $4.5M | 1.07% | 114,951 | Added |
| 19 | VB | VANGUARD INDEX FDS | $4.4M | 1.06% | 14,491 | Added |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $4.0M | 0.96% | 106,859 | Added |
| 21 | DFAR | DIMENSIONAL ETF TRUST | $3.6M | 0.86% | 136,916 | Added |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $2.8M | 0.68% | 77,218 | Trimmed |
| 23 | AVUV | AMERICAN CENTY ETF TR | $2.8M | 0.67% | 22,285 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $2.8M | 0.67% | 12,674 | Added |
| 25 | AAPL | APPLE INC | $2.6M | 0.62% | 8,882 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR