The Analysis of Squire Investment Management Company, LLC's Holdings
Currently, Squire Investment Management Company, LLC holds 68 types of securities in its portfolio with a total value $307.0M. In the most recent quarter, they have increased their positions in BSVO (+73.2K shares, valued at $1.7M), DFAC (+37.0K shares, valued at $1.4M), ITOT (+9.5K shares, valued at $1.4M); decreased their positions in IEMG (-1.0K shares, valued at $66.5K), DUHP (-795 shares, valued at $30.0K), DFAX (-839 shares, valued at $26.3K); initiated new positions in VOO (+1.3K shares, valued at $787.5K), XLK (+1.2K shares, valued at $348.2K), ABBV (+1.0K shares, valued at $232.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.0M shares3.73%2025-09-302025-10-20
BSVO EA SERIES TRUST1.5M shares5.25%2025-09-302025-10-20 ITOT ISHARES TR200.6K shares4.99%2025-09-302025-10-20 DFAT DIMENSIONAL ETF TRUST427.9K shares0.95%2025-09-302025-10-20 DFIV DIMENSIONAL ETF TRUST409.0K shares2.87%2025-09-302025-10-20 AVDV AMERICAN CENTY ETF TR184.3K shares3.77%2025-09-302025-10-20 DFEM DIMENSIONAL ETF TRUST441.2K shares5.39%2025-09-302025-10-20 IDEV ISHARES TR163.0K shares5.85%2025-09-302025-10-20 DFUV DIMENSIONAL ETF TRUST286.6K shares2.05%2025-09-302025-10-20 VGIT VANGUARD SCOTTSDALE FDS180.9K shares8.75%2025-09-302025-10-20 VTI VANGUARD INDEX FDS31.0K shares5.02%2025-09-302025-10-20 DISV DIMENSIONAL ETF TRUST213.9K shares5.56%2025-09-302025-10-20 DFSD DIMENSIONAL ETF TRUST122.1K shares16.01%2025-09-302025-10-20 VTIP VANGUARD MALVERN FDS84.4K shares8.09%2025-09-302025-10-20 NBHC NATIONAL BK HLDGS CORP107.0K shares0.00%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS67.0K shares8.15%2025-09-302025-10-20 DFUS DIMENSIONAL ETF TRUST51.9K shares9.75%2025-09-302025-10-20 DFSV DIMENSIONAL ETF TRUST96.8K shares13.76%2025-09-302025-10-20 VB VANGUARD INDEX FDS11.4K shares13.78%2025-09-302025-10-20 DFIC DIMENSIONAL ETF TRUST85.2K shares15.74%2025-09-302025-10-20 DFAX DIMENSIONAL ETF TRUST83.6K shares-0.99%2025-09-302025-10-20 DFAR DIMENSIONAL ETF TRUST108.5K shares24.11%2025-09-302025-10-20 AVUV AMERICAN CENTY ETF TR24.7K shares1.22%2025-09-302025-10-20 AAPL APPLE INC8.3K shares16.07%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS24.3K shares23.26%2025-09-302025-10-20 IEMG ISHARES INC26.3K shares-3.69%2025-09-302025-10-20 IGIB ISHARES TR31.1K shares29.67%2025-09-302025-10-20 VTV VANGUARD INDEX FDS8.6K shares19.12%2025-09-302025-10-20 DFAS DIMENSIONAL ETF TRUST23.3K shares2.00%2025-09-302025-10-20 SHYG ISHARES TR34.7K shares0.00%2025-09-302025-10-20 IWN ISHARES TR8.2K shares0.00%2025-09-302025-10-20 IVLU ISHARES TR36.4K shares-0.47%2025-09-302025-10-20 SCZ ISHARES TR15.9K shares0.00%2025-09-302025-10-20 DVY ISHARES TR8.5K shares9.52%2025-09-302025-10-20 DFAU DIMENSIONAL ETF TRUST26.2K shares-0.00%2025-09-302025-10-20 IJS ISHARES TR9.8K shares0.00%2025-09-302025-10-20 SCHM SCHWAB STRATEGIC TR36.3K shares9.38%2025-09-302025-10-20 VOE VANGUARD INDEX FDS6.1K shares7.80%2025-09-302025-10-20 DFAI DIMENSIONAL ETF TRUST28.9K shares12.88%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F18.9K shares16.47%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR37.4K shares8.97%2025-09-302025-10-20 SPTM SPDR SERIES TRUST12.5K shares-0.02%2025-09-302025-10-20 MGK VANGUARD WORLD FD2.3K shares0.00%2025-09-302025-10-20 IXUS ISHARES TR10.0K shares0.00%2025-09-302025-10-20 VOO VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.2.5K shares0.00%2025-09-302025-10-20 NVDA NVIDIA CORPORATION3.9K shares2.19%2025-09-302025-10-20 VGT VANGUARD WORLD FD966 shares0.00%2025-09-302025-10-20 DFIS DIMENSIONAL ETF TRUST22.1K shares-1.12%2025-09-302025-10-20 VLUE ISHARES TR5.4K shares0.00%2025-09-302025-10-20 VOOG VANGUARD ADMIRAL FDS INC1.2K shares13.08%2025-09-302025-10-20 EFV ISHARES TR6.8K shares0.00%2025-09-302025-10-20 BSV VANGUARD BD INDEX FDS5.8K shares-0.17%2025-09-302025-10-20 AVEM AMERICAN CENTY ETF TR5.8K shares-2.34%2025-09-302025-10-20 MSFT MICROSOFT CORP820 shares6.77%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL651 shares-0.91%2025-09-302025-10-20 DFGR DIMENSIONAL ETF TRUST11.6K shares1.51%2025-09-302025-10-20 SCHB SCHWAB STRATEGIC TR12.0K shares0.00%2025-09-302025-10-20 DGRO ISHARES TR4.4K shares0.00%2025-09-302025-10-20 AMZN AMAZON COM INC1.2K shares12.55%2025-09-302025-10-20 CVX CHEVRON CORP NEW1.7K shares2.94%2025-09-302025-10-20 DIV GLOBAL X FDS14.9K shares5.93%2025-09-302025-10-20 DUHP DIMENSIONAL ETF TRUST6.2K shares-11.37%2025-09-302025-10-20 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-20 MMM 3M CO1.4K shares0.29%2025-09-302025-10-20 CL COLGATE PALMOLIVE CO2.7K shares-1.03%2025-09-302025-10-20 COOK TRAEGER INC11.4K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available