account_balance

Investment manager · 13F filer · SEC CIK 2031291

Squire Investment Management Company, LLC

Reported value$428Mas of Sep 30, 2026
Positions98 12 new, 3 sold out
Top 10 weight68.0%DFAC alone is 12%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 11.9% Held
BSVO Ea Series Trust 11.5% Added +3%
ITOT iShares Tr 10.0% Added +7%
DFAT Dimensional ETF Trust 6.7% Held
AVDV American Centy ETF Tr 5.7% Added +7%
DFIV Dimensional ETF Trust 5.3% Held
DFEM Dimensional ETF Trust 4.8% Added +5%
IDEV iShares Tr 4.5% Added +7%
VGIT Vanguard Scottsdale FDS 3.8% Added +13%
DFUV Dimensional ETF Trust 3.8% Held
VTI Vanguard Index FDS 3.5% Held
DISV Dimensional ETF Trust 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFEV +36%
  • BND +27%
  • DFAI +18%
  • NVDA +15%
arrow_downwardTrimmed
  • VTV −14%
  • AAPL −13%
  • VWO −8%
  • AVUV −5%
remove_circleSold out
  • BIV $259K
  • VIGI $253K
  • SCHF $233K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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