Squire Investment Management Company, LLC Top Holdings and 13F Report (2025) About Squire Investment Management Company, LLCInvestment ActivitySquire Investment Management Company, LLC has $239.96 million in total holdings as of March 31, 2025.Squire Investment Management Company, LLC owns shares of 64 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.61% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Squire Investment Management Company, LLC has purchased 66 new stocks and bought additional shares in 37 stocks.Squire Investment Management Company, LLC sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $32,124,225Dimensional U.S. Targeted Value ETF $23,108,939iShares Core S&P Total U.S. Stock Market ETF $22,204,719EA Bridgeway Omni Small-Cap Value ETF $22,004,082Dimensional International Value ETF $15,129,735 Largest New Holdings this Quarter 25434V823 - Dimensional US Real Estate ETF $1,901,600 Holding25434V658 - Dimensional Global Real Estate ETF $279,091 Holding594918104 - Microsoft $246,256 Holding88579Y101 - 3M $205,708 Holding Largest Purchases this Quarter Avantis International Small Cap Value ETF 30,058 shares (about $2.10M)Vanguard Total Stock Market ETF 7,442 shares (about $2.05M)EA Bridgeway Omni Small-Cap Value ETF 100,592 shares (about $1.96M)Dimensional US Real Estate ETF 80,000 shares (about $1.90M)Avantis U.S. Small Cap Value ETF 16,775 shares (about $1.46M) Largest Sales this Quarter iShares MSCI EAFE Small-Cap ETF 13,366 shares (about $849.14K)Dimensional US Small Cap Value ETF 5,978 shares (about $168.28K)Avantis U.S. Equity ETF 722 shares (about $66.70K)iShares Core Dividend Growth ETF 989 shares (about $61.10K)iShares MSCI EAFE Value ETF 1,000 shares (about $58.94K) 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$32,124,225$1,392,212 ▲4.5%973,75613.4%ETFDFATDimensional U.S. Targeted Value ETF$23,108,939$312,751 ▲1.4%448,8049.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$22,204,719$914,221 ▲4.3%181,9919.3%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$22,004,082$1,955,509 ▲9.8%1,131,8979.2%ETFDFIVDimensional International Value ETF$15,129,735$51,719 ▲0.3%384,3946.3%ETFDFUVDimensional US Marketwide Value ETF$11,949,817$259,582 ▲2.2%289,9745.0%ETFAVDVAvantis International Small Cap Value ETF$11,573,058$2,096,242 ▲22.1%165,9464.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,276,657$1,161,222 ▲12.7%388,3854.3%ETFIDEViShares Core MSCI International Developed Markets ETF$10,054,974$924,435 ▲10.1%145,9574.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$9,724,679$1,416,454 ▲17.0%163,7154.1%ETFVTIVanguard Total Stock Market ETF$7,496,765$2,045,347 ▲37.5%27,2773.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,088,687$505,519 ▲11.0%107,0852.1%ETFDISVDimensional International Small Cap Value ETF$4,683,548$214,440 ▲4.8%160,8362.0%ETFNBHCNational Bank$4,093,972$6,889 ▲0.2%106,9761.7%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,858,406$407,881 ▲11.8%77,3231.6%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$3,364,065$1,462,277 ▲76.9%38,5921.4%ETFDFUSDimensional U.S. Equity ETF$2,707,357$159,669 ▲6.3%44,7641.1%ETFVEAVanguard FTSE Developed Markets ETF$2,471,952$31,362 ▼-1.3%48,6321.0%ETFVBVanguard Small-Cap ETF$2,228,144$511,134 ▲29.8%10,0480.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,210,993$11,030 ▲0.5%84,3890.9%ETFDFARDimensional US Real Estate ETF$1,901,600$1,901,600 ▲New Holding80,0000.8%ETFDFICDimensional International Core Equity 2 ETF$1,854,699$153,818 ▲9.0%66,7880.8%ETFIVLUiShares MSCI Intl Value Factor ETF$1,640,1280.0%54,1120.7%ETFAAPLApple$1,516,863$101,731 ▲7.2%6,8290.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,495,152$2,429 ▼-0.2%27,7030.6%ETFDFASDimensional U.S. Small Cap ETF$1,410,060$178,356 ▲14.5%23,5990.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,258,904$227,674 ▲22.1%23,9700.5%ManufacturingBNDVanguard Total Bond Market ETF$1,247,0340.0%16,9780.5%ETFVTVVanguard Value ETF$1,243,184$192,428 ▲18.3%7,1970.5%ETFIWNiShares Russell 2000 Value ETF$1,240,452$378,960 ▲44.0%8,2160.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,226,872$297,385 ▲32.0%28,8540.5%ETFDVYiShares Select Dividend ETF$1,036,7190.0%7,7200.4%ETFDFAUDimensional US Core Equity Market ETF$1,017,507$326,740 ▲47.3%26,4700.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,009,873$849,142 ▼-45.7%15,8960.4%ETFDFAIDimensional International Core Equity Market ETF$942,272$175,887 ▲23.0%30,1720.4%ETFSCHDSchwab US Dividend Equity ETF$907,721$10,317 ▼-1.1%32,4650.4%ETFVOEVanguard Mid-Cap Value ETF$903,519$42,864 ▲5.0%5,6280.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$847,3940.0%8,6930.4%ETFSCHMSchwab U.S. Mid-Cap ETF$821,3180.0%31,3480.3%ETFMGKVanguard Mega Cap Growth ETF$718,1460.0%2,3250.3%ETFIXUSiShares Core MSCI Total International Stock ETF$697,7510.0%9,9950.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$695,4700.0%15,3660.3%ETFDFISDimensional International Small Cap ETF$644,966$52 ▼0.0%24,9600.3%ETFJPMJPMorgan Chase & Co.$602,212$58,136 ▲10.7%2,4550.3%FinanceEFViShares MSCI EAFE Value ETF$555,392$58,940 ▼-9.6%9,4230.2%ETFVGTVanguard Information Technology ETF$523,7550.0%9660.2%ETFAVUSAvantis U.S. Equity ETF$517,605$66,698 ▼-11.4%5,6030.2%ETFDFSVDimensional US Small Cap Value ETF$482,690$168,281 ▼-25.9%17,1470.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$479,3340.0%7,0480.2%ETFBSVVanguard Short-Term Bond ETF$454,362$939 ▲0.2%5,8040.2%ETFDUHPDimensional US High Profitability ETF$411,930$45,899 ▼-10.0%12,4300.2%ETFVOOGVanguard S&P 500 Growth ETF$347,8590.0%1,0400.1%ETFBRK.BBerkshire Hathaway$346,177$61,779 ▲21.7%6500.1%FinanceCVXChevron$289,623$8,031 ▲2.9%1,7310.1%EnergyDFGRDimensional Global Real Estate ETF$279,091$279,091 ▲New Holding10,6280.1%ETFDGROiShares Core Dividend Growth ETF$269,100$61,097 ▼-18.5%4,3560.1%ETFNVDANVIDIA$266,796$11,053 ▲4.3%2,4620.1%Computer and TechnologyDIVGlobal SuperDividend US ETF$265,437$6,782 ▲2.6%14,0890.1%ETFSCHBSchwab US Broad Market ETF$258,403$43 ▲0.0%12,0020.1%ETFCLColgate-Palmolive$256,738$6,278 ▲2.5%2,7400.1%Consumer StaplesAVEMAvantis Emerging Markets Equity ETF$252,7140.0%4,2000.1%ETFMSFTMicrosoft$246,256$246,256 ▲New Holding6560.1%Computer and TechnologyMMM3M$205,708$205,708 ▲New Holding1,4010.1%Multi-Sector ConglomeratesCOOKTraeger$19,2090.0%11,4340.0%Consumer DiscretionaryUSTBVictoryShares Short-Term Bond ETF$0$617,589 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$568,579 ▼-100.0%00.0%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$0$400,123 ▼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$324,987 ▼-100.0%00.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$0$294,821 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$208,802 ▼-100.0%00.0%FinanceShowing 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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