13F Filings for Squire Investment Management Company, LLC (CIK: 2031291)
View the most recent portfolio holdings disclosed by Squire Investment Management Company, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 992.55K | $35.57M | 13.11% | Increased | 18.80K (1.0%, $3.45M) |
| BSVO - EA SERIES TRUST(Class: EA BRIDGEWAY OMN) | 1.39M | $28.40M | 10.46% | Increased | 261.40K (23.0%, $6.39M) |
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 191.02K | $25.80M | 9.51% | Increased | 9.03K (4.0%, $3.59M) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 423.91K | $22.87M | 8.43% | Decreased | 24.90K (5.0%, $234.86K) |
| DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL) | 397.61K | $17.03M | 6.28% | Increased | 13.21K (3.0%, $1.90M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 177.61K | $14.08M | 5.19% | Increased | 11.66K (7.0%, $2.51M) |
| DFEM - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS CO) | 418.61K | $12.42M | 4.58% | Increased | 30.22K (7.0%, $2.15M) |
| DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE) | 280.81K | $11.87M | 4.38% | Decreased | 9.16K (3.0%, $77.15K) |
| IDEV - ISHARES TR(Class: CORE MSCI INTL) | 154.01K | $11.71M | 4.32% | Increased | 8.06K (5.0%, $1.66M) |
| VGIT - VANGUARD SCOTTSDALE FDS(Class: INTER TERM TREAS) | 166.32K | $9.95M | 3.67% | Increased | 2.60K (1.0%, $222.66K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 29.51K | $8.97M | 3.31% | Increased | 2.23K (8.0%, $1.47M) |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP V) | 202.66K | $6.67M | 2.46% | Increased | 41.82K (26.0%, $1.99M) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 105.29K | $5.05M | 1.86% | Decreased | 1.80K (1.0%, $33.80K) |
| NBHC - NATIONAL BK HLDGS CORP(Class: CL A) | 106.98K | $4.02M | 1.48% | Unchanged | |
| VTIP - VANGUARD MALVERN FDS(Class: STRM INFPROIDX) | 78.06K | $3.92M | 1.45% | Increased | 741 (0.0%, $65.87K) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 61.92K | $3.53M | 1.30% | Increased | 13.29K (27.0%, $1.06M) |
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 47.26K | $3.17M | 1.17% | Increased | 2.49K (5.0%, $459.87K) |
| DFSV - DIMENSIONAL ETF TRUST(Class: US SMALL CAP VAL) | 85.13K | $2.51M | 0.92% | Increased | 67.98K (396.0%, $2.02M) |
| DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE) | 84.47K | $2.48M | 0.91% | Increased | 77 (0.0%, $269.79K) |
| VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 10.05K | $2.38M | 0.88% | Unchanged | |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL CORE EQUITY) | 73.65K | $2.29M | 0.84% | Increased | 6.86K (10.0%, $435.11K) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 24.41K | $2.22M | 0.82% | Decreased | 14.18K (36.0%, $1.14M) |
| DFAR - DIMENSIONAL ETF TRUST(Class: US REAL ESTATE E) | 87.45K | $2.05M | 0.76% | Increased | 7.45K (9.0%, $149.88K) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 27.34K | $1.64M | 0.60% | Decreased | 364 (1.0%, $145.99K) |
| SHYG - ISHARES TR(Class: 0-5YR HI YL CP) | 34.70K | $1.50M | 0.55% | Increased | 5.84K (20.0%, $270.04K) |