Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Squire Investment Management Company, LLC (CIK 2031291) reported $359.8M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($43.7M, 12.15%), BSVO ($43.3M, 12.04%), ITOT ($33.1M, 9.19%), DFAT ($27.0M, 7.52%), DFIV ($21.0M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $43.7M | 12.15% | 1.1M | Added |
| 2 | BSVO | EA SERIES TRUST | $43.3M | 12.04% | 1.7M | Added |
| 3 | ITOT | ISHARES TR | $33.1M | 9.19% | 232,201 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $27.0M | 7.52% | 433,098 | Trimmed |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $21.0M | 5.83% | 397,188 | Trimmed |
| 6 | AVDV | AMERICAN CENTY ETF TR | $19.9M | 5.53% | 199,377 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $16.6M | 4.62% | 480,638 | Added |
| 8 | IDEV | ISHARES TR | $16.0M | 4.44% | 191,163 | Added |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $14.4M | 4.01% | 298,002 | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $14.3M | 3.97% | 239,804 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $12.7M | 3.52% | 39,496 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $9.7M | 2.69% | 245,372 | Added |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $7.4M | 2.07% | 155,265 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $5.0M | 1.39% | 77,882 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $4.9M | 1.37% | 98,561 | Added |
| 16 | NBHC | NATIONAL BK HLDGS CORP | $4.2M | 1.16% | 106,976 | Hold |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $4.0M | 1.11% | 114,291 | Added |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $3.9M | 1.08% | 55,048 | Added |
| 19 | VB | VANGUARD INDEX FDS | $3.8M | 1.05% | 14,448 | Added |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 0.99% | 100,200 | Added |
| 21 | DFAR | DIMENSIONAL ETF TRUST | $3.2M | 0.90% | 136,191 | Added |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $2.6M | 0.73% | 77,614 | Added |
| 23 | AVUV | AMERICAN CENTY ETF TR | $2.6M | 0.71% | 23,279 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $2.3M | 0.63% | 30,582 | Added |
| 25 | AAPL | APPLE INC | $2.1M | 0.58% | 8,225 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31