Squire Investment Management Company, LLC Top Holdings and 13F Report (2025) About Squire Investment Management Company, LLCInvestment ActivitySquire Investment Management Company, LLC has $307.00 million in total holdings as of September 30, 2025.Squire Investment Management Company, LLC owns shares of 68 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.26% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Squire Investment Management Company, LLC has purchased 66 new stocks and bought additional shares in 40 stocks.Squire Investment Management Company, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $39,711,073EA Bridgeway Omni Small-Cap Value ETF $33,218,023iShares Core S&P Total U.S. Stock Market ETF $29,210,305Dimensional U.S. Targeted Value ETF $24,910,851Dimensional International Value ETF $18,863,950 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $787,496 Holding81369Y803 - Technology Select Sector SPDR Fund $348,216 Holding00287Y109 - AbbVie $232,459 Holding Largest Purchases this Quarter EA Bridgeway Omni Small-Cap Value ETF 73,194 shares (about $1.66M)Dimensional U.S. Core Equity 2 ETF 37,032 shares (about $1.43M)iShares Core S&P Total U.S. Stock Market ETF 9,530 shares (about $1.39M)Vanguard Intermediate-Term Treasury ETF 14,548 shares (about $873.31K)Dimensional Short-Duration Fixed Income ETF 16,860 shares (about $812.49K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 1,009 shares (about $66.51K)Dimensional US High Profitability ETF 795 shares (about $30.03K)Dimensional World ex U.S. Core Equity 2 ETF 839 shares (about $26.33K)Avantis Emerging Markets Equity ETF 140 shares (about $10.52K)Dimensional International Small Cap ETF 249 shares (about $7.88K) 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$39,711,073$1,428,325 ▲3.7%1,029,58412.9%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$33,218,023$1,657,939 ▲5.3%1,466,49510.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$29,210,305$1,388,047 ▲5.0%200,5519.5%ETFDFATDimensional U.S. Targeted Value ETF$24,910,851$235,168 ▲1.0%427,9488.1%ETFDFIVDimensional International Value ETF$18,863,950$526,229 ▲2.9%409,0196.1%ETFAVDVAvantis International Small Cap Value ETF$16,407,979$595,611 ▲3.8%184,2975.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,147,762$723,049 ▲5.4%441,1534.6%ETFIDEViShares Core MSCI International Developed Markets ETF$13,069,392$722,091 ▲5.8%163,0214.3%ETFDFUVDimensional US Marketwide Value ETF$12,806,153$256,744 ▲2.0%286,5554.2%ETFVGITVanguard Intermediate-Term Treasury ETF$10,857,243$873,315 ▲8.7%180,8643.5%ETFVTIVanguard Total Stock Market ETF$10,170,360$486,022 ▲5.0%30,9913.3%ETFDISVDimensional International Small Cap Value ETF$7,634,857$402,013 ▲5.6%213,9212.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,886,334$812,486 ▲16.0%122,1481.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,272,333$319,933 ▲8.1%84,3831.4%ManufacturingNBHCNational Bank$4,133,5530.0%106,9761.3%FinanceVEAVanguard FTSE Developed Markets ETF$4,012,989$302,538 ▲8.2%66,9721.3%ETFDFUSDimensional U.S. Equity ETF$3,757,028$333,659 ▲9.7%51,8641.2%ETFDFSVDimensional US Small Cap Value ETF$3,083,374$372,877 ▲13.8%96,8401.0%ETFVBVanguard Small-Cap ETF$2,907,183$352,178 ▲13.8%11,4330.9%ETFDFICDimensional International Core Equity 2 ETF$2,795,179$380,167 ▲15.7%85,2450.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,624,205$26,328 ▼-1.0%83,6270.9%ETFDFARDimensional US Real Estate ETF$2,588,417$502,830 ▲24.1%108,5290.8%ETFAVUVAvantis U.S. Small Cap Value ETF$2,459,585$29,759 ▲1.2%24,7120.8%ETFAAPLApple$2,114,339$292,809 ▲16.1%8,3040.7%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,809,125$341,358 ▲23.3%24,3260.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,735,654$66,513 ▼-3.7%26,3300.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,681,171$384,634 ▲29.7%31,0810.5%ManufacturingVTVVanguard Value ETF$1,598,862$256,624 ▲19.1%8,5730.5%ETFDFASDimensional U.S. Small Cap ETF$1,591,789$31,287 ▲2.0%23,2510.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,502,4670.0%34,6990.5%ETFIWNiShares Russell 2000 Value ETF$1,452,6710.0%8,2160.5%ETFIVLUiShares MSCI Intl Value Factor ETF$1,289,927$6,032 ▼-0.5%36,3560.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,219,5410.0%15,8960.4%ETFDVYiShares Select Dividend ETF$1,201,456$104,444 ▲9.5%8,4550.4%ETFDFAUDimensional US Core Equity Market ETF$1,197,082$46 ▼0.0%26,1600.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,079,4690.0%9,7610.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,075,221$92,180 ▲9.4%36,2760.4%ETFVOEVanguard Mid-Cap Value ETF$1,059,177$76,641 ▲7.8%6,0670.3%ETFDFAIDimensional International Core Equity Market ETF$1,051,291$119,920 ▲12.9%28,9210.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,025,344$144,984 ▲16.5%18,9250.3%ETFSCHDSchwab US Dividend Equity ETF$1,022,112$84,111 ▲9.0%37,4400.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,008,609$242 ▼0.0%12,5060.3%ETFMGKVanguard Mega Cap Growth ETF$935,6270.0%2,3250.3%ETFIXUSiShares Core MSCI Total International Stock ETF$825,3870.0%9,9950.3%ManufacturingVOOVanguard S&P 500 ETF$787,496$787,496 ▲New Holding1,2860.3%ETFJPMJPMorgan Chase & Co.$777,5350.0%2,4650.3%FinanceNVDANVIDIA$722,985$15,486 ▲2.2%3,8750.2%Computer and TechnologyVGTVanguard Information Technology ETF$720,9910.0%9660.2%ETFDFISDimensional International Small Cap ETF$698,454$7,876 ▼-1.1%22,0820.2%ETFVLUEiShares MSCI USA Value Factor ETF$679,7720.0%5,4360.2%ETFVOOGVanguard S&P 500 Growth ETF$511,923$59,202 ▲13.1%1,1760.2%ETFEFViShares MSCI EAFE Value ETF$464,2290.0%6,8440.2%ETFBSVVanguard Short-Term Bond ETF$456,752$789 ▼-0.2%5,7880.1%ETFAVEMAvantis Emerging Markets Equity ETF$438,492$10,515 ▼-2.3%5,8380.1%ETFMSFTMicrosoft$424,753$26,936 ▲6.8%8200.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$348,216$348,216 ▲New Holding1,2350.1%ETFBRK.BBerkshire Hathaway$327,284$3,016 ▼-0.9%6510.1%FinanceDFGRDimensional Global Real Estate ETF$318,107$4,725 ▲1.5%11,6480.1%ETFSCHBSchwab US Broad Market ETF$308,5710.0%12,0020.1%ETFDGROiShares Core Dividend Growth ETF$296,3370.0%4,3530.1%ETFAMZNAmazon.com$273,804$30,520 ▲12.5%1,2470.1%Retail/WholesaleCVXChevron$266,811$7,610 ▲2.9%1,7180.1%EnergyDIVGlobal X SuperDividend U.S. ETF$264,006$14,771 ▲5.9%14,9240.1%ETFDUHPDimensional US High Profitability ETF$233,985$30,027 ▼-11.4%6,1950.1%ETFABBVAbbVie$232,459$232,459 ▲New Holding1,0040.1%MedicalMMM3M$217,154$621 ▲0.3%1,3990.1%Multi-Sector ConglomeratesCLColgate-Palmolive$215,438$2,238 ▼-1.0%2,6950.1%Consumer StaplesCOOKTraeger$13,9490.0%11,4340.0%Consumer DiscretionaryAVUSAvantis U.S. Equity ETF$0$564,894 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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