Squire Investment Management Company, LLC: 13F holdings
CIK 20312912026Q2
| Positions | 89 |
|---|
| Reported value | $415.3m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 89 (+13 vs prior quarter) |
|---|
| Reported value | $415.3m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,139,447 | $50.5m | 12.2% |
| BSVO EA SERIES TRUST | 1,716,530 | $50.1m | 12.1% |
| ITOT ISHARES TR | 242,293 | $39.8m | 9.6% |
| DIMENSIONAL ETF TRUST | 432,120 | $30.2m | 7.3% |
| DFIV DIMENSIONAL ETF TRUST | 412,587 | $22.3m | 5.4% |
| AVDV AMERICAN CENTY ETF TR | 206,275 | $21.3m | 5.1% |
| DFEM DIMENSIONAL ETF TRUST | 488,613 | $19.9m | 4.8% |
| VGK ISHARES TR | 201,400 | $17.9m | 4.3% |
| YM=F DIMENSIONAL ETF TRUST | 297,896 | $16.4m | 3.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 256,311 | $15.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2031291")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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