Squire Investment Management Company, LLC Top Holdings and 13F Report (2025) About Squire Investment Management Company, LLCInvestment ActivitySquire Investment Management Company, LLC has $271.35 million in total holdings as of June 30, 2025.Squire Investment Management Company, LLC owns shares of 66 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.72% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Squire Investment Management Company, LLC has purchased 64 new stocks and bought additional shares in 31 stocks.Squire Investment Management Company, LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $35,573,061EA Bridgeway Omni Small-Cap Value ETF $28,395,479iShares Core S&P Total U.S. Stock Market ETF $25,795,418Dimensional U.S. Targeted Value ETF $22,874,083Dimensional International Value ETF $17,029,580 Largest New Holdings this Quarter 46432F388 - iShares MSCI USA Value Factor ETF $615,410 Holding023135106 - Amazon.com $243,084 Holding Largest Purchases this Quarter EA Bridgeway Omni Small-Cap Value ETF 261,404 shares (about $5.33M)Dimensional US Small Cap Value ETF 67,982 shares (about $2.00M)Dimensional International Small Cap Value ETF 41,821 shares (about $1.38M)iShares Core S&P Total U.S. Stock Market ETF 9,030 shares (about $1.22M)Avantis International Small Cap Value ETF 11,661 shares (about $924.49K) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 24,896 shares (about $1.34M)Avantis U.S. Small Cap Value ETF 14,179 shares (about $1.29M)iShares MSCI Intl Value Factor ETF 17,586 shares (about $578.41K)Dimensional US Marketwide Value ETF 9,164 shares (about $387.45K)Dimensional US High Profitability ETF 5,440 shares (about $193.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSquire Investment Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$35,573,061$673,649 ▲1.9%992,55213.1%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$28,395,479$5,327,414 ▲23.1%1,393,30110.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$25,795,418$1,219,408 ▲5.0%191,0219.5%ETFDFATDimensional U.S. Targeted Value ETF$22,874,083$1,343,389 ▼-5.5%423,9088.4%ETFDFIVDimensional International Value ETF$17,029,580$565,998 ▲3.4%397,6096.3%ETFAVDVAvantis International Small Cap Value ETF$14,080,698$924,485 ▲7.0%177,6075.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$12,424,266$896,990 ▲7.8%418,6074.6%ETFDFUVDimensional US Marketwide Value ETF$11,872,666$387,455 ▼-3.2%280,8104.4%ETFIDEViShares Core MSCI International Developed Markets ETF$11,711,188$612,652 ▲5.5%154,0144.3%ETFVGITVanguard Intermediate-Term Treasury ETF$9,947,344$155,566 ▲1.6%166,3163.7%ETFVTIVanguard Total Stock Market ETF$8,968,923$678,672 ▲8.2%29,5103.3%ETFDISVDimensional International Small Cap Value ETF$6,669,432$1,376,327 ▲26.0%202,6572.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,054,886$86,274 ▼-1.7%105,2881.9%ETFNBHCNational Bank$4,023,3670.0%106,9761.5%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,924,279$37,250 ▲1.0%78,0641.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,530,207$757,715 ▲27.3%61,9231.3%ETFDFUSDimensional U.S. Equity ETF$3,167,231$167,148 ▲5.6%47,2581.2%ETFDFSVDimensional US Small Cap Value ETF$2,505,337$2,000,703 ▲396.5%85,1290.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,480,779$2,262 ▲0.1%84,4660.9%ETFVBVanguard Small-Cap ETF$2,381,1750.0%10,0480.9%ETFDFICDimensional International Core Equity 2 ETF$2,289,805$213,370 ▲10.3%73,6510.8%ETFAVUVAvantis U.S. Small Cap Value ETF$2,224,024$1,291,707 ▼-36.7%24,4130.8%ETFDFARDimensional US Real Estate ETF$2,051,483$174,683 ▲9.3%87,4460.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,641,139$21,851 ▼-1.3%27,3390.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,496,915$252,153 ▲20.3%34,6990.6%ETFAAPLApple$1,467,722$66,677 ▲4.8%7,1540.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,453,162$203,072 ▲16.2%19,7360.5%ETFDFASDimensional U.S. Small Cap ETF$1,452,228$51,287 ▼-3.4%22,7940.5%ETFIWNiShares Russell 2000 Value ETF$1,296,1560.0%8,2160.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,277,3610.0%23,9700.5%ManufacturingVTVVanguard Value ETF$1,271,9710.0%7,1970.5%ETFIVLUiShares MSCI Intl Value Factor ETF$1,201,355$578,411 ▼-32.5%36,5260.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,155,3210.0%15,8960.4%ETFDFAUDimensional US Core Equity Market ETF$1,108,180$13,089 ▼-1.2%26,1610.4%ETFDVYiShares Select Dividend ETF$1,025,2930.0%7,7200.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$971,122$106,255 ▲12.3%9,7610.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$936,799$408,974 ▲77.5%12,5090.3%ETFSCHMSchwab U.S. Mid-Cap ETF$930,306$50,995 ▲5.8%33,1660.3%ETFVOEVanguard Mid-Cap Value ETF$925,5810.0%5,6280.3%ETFSCHDSchwab US Dividend Equity ETF$910,514$50,191 ▲5.8%34,3590.3%ETFDFAIDimensional International Core Equity Market ETF$885,753$157,294 ▼-15.1%25,6220.3%ETFMGKVanguard Mega Cap Growth ETF$851,3450.0%2,3250.3%ETFVWOVanguard FTSE Emerging Markets ETF$803,696$43,674 ▲5.7%16,2490.3%ETFIXUSiShares Core MSCI Total International Stock ETF$772,7130.0%9,9950.3%ManufacturingJPMJPMorgan Chase & Co.$714,628$2,899 ▲0.4%2,4650.3%FinanceDFISDimensional International Small Cap ETF$666,357$78,449 ▼-10.5%22,3310.2%ETFVGTVanguard Information Technology ETF$640,5030.0%9660.2%ETFVLUEiShares MSCI USA Value Factor ETF$615,410$615,410 ▲New Holding5,4360.2%ETFNVDANVIDIA$599,071$210,117 ▲54.0%3,7920.2%Computer and TechnologyAVUSAvantis U.S. Equity ETF$564,8940.0%5,6030.2%ETFBSVVanguard Short-Term Bond ETF$456,270$472 ▼-0.1%5,7980.2%ETFEFViShares MSCI EAFE Value ETF$434,457$163,715 ▼-27.4%6,8440.2%ETFVOOGVanguard S&P 500 Growth ETF$412,4020.0%1,0400.2%ETFAVEMAvantis Emerging Markets Equity ETF$409,732$121,864 ▲42.3%5,9780.2%ETFMSFTMicrosoft$382,011$55,710 ▲17.1%7680.1%Computer and TechnologyBRK.BBerkshire Hathaway$319,151$3,400 ▲1.1%6570.1%FinanceDFGRDimensional Global Real Estate ETF$307,874$22,725 ▲8.0%11,4750.1%ETFSCHBSchwab US Broad Market ETF$286,0080.0%12,0020.1%ETFDGROiShares Core Dividend Growth ETF$278,317$192 ▼-0.1%4,3530.1%ETFDUHPDimensional US High Profitability ETF$248,564$193,446 ▼-43.8%6,9900.1%ETFDIVGlobal X SuperDividend U.S. ETF$247,6850.0%14,0890.1%ETFCLColgate-Palmolive$247,521$1,545 ▼-0.6%2,7230.1%Consumer StaplesAMZNAmazon.com$243,084$243,084 ▲New Holding1,1080.1%Retail/WholesaleCVXChevron$238,920$8,875 ▼-3.6%1,6690.1%EnergyMMM3M$212,409$914 ▼-0.4%1,3950.1%Multi-Sector ConglomeratesCOOKTraeger$19,5520.0%11,4340.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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