Filer Name: SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CIK: 2031291
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 66
Portfolio Value: $0.23B

Squire Investment Management Company, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 931,555 $32M 14.18% 3.0% -
DFAT US DIMENSIONAL US TARGET VALUE 442,730 $25M 10.84% -0.3% -
ITOT US ISHARES CORE S&P TOTAL U.S. 174,498 $22M 9.88% 12.4% -
BSVO US EA BRIDGEWAY OMNI SM-CP VAL 1,031,305 $22M 9.82% 15.2% -
DFIV US DIMENSIONAL INTERNATIONAL VA 383,080 $14M 5.98% 8.1% -
DFUV US DIMENSIONAL US MARKETWIDE VA 283,675 $12M 5.11% 6.7% -
DFEM US DIMENSIONAL EMERGING MARKETS 344,499 $9M 3.97% 22.7% -
AVDV US AVANTIS INTL S/C VALUE ETF 135,888 $9M 3.89% 17.3% -
IDEV US ISHARES CORE MSCI DEV MKTS 132,538 $9M 3.76% 16.7% -
VGIT US VANGUARD INTERMEDIATE-TERM T 139,869 $8M 3.57% 20.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 19,835 $6M 2.53% 3.6% -
NBHC US NATIONAL BANK HOLD-CL A 106,796 $5M 2.02% - -
DFSD US DIMENSIONAL SHORT DURATION 96,447 $5M 1.99% 28.6% -
DISV US DIMENSIONAL INTERNATIONAL SM 153,472 $4M 1.79% 25.9% -
VTIP US VANGUARD SHORT-TERM TIPS 69,149 $3M 1.47% 8.7% -
DFUS US DIMENSIONAL US EQ MKT ETF 42,124 $3M 1.18% 16.2% -
VEA US VANGUARD FTSE DEVELOPED ETF 49,249 $2M 1.04% 12.1% -
AVUV US AVANTIS US SMALL CAP VALUE 21,817 $2M 0.93% 0.0% -
DFAX US DIMENSIONAL WORLD EX US CORE 83,968 $2M 0.92% -0.1% -
VB US VANGUARD SMALL-CAP ETF 7,743 $2M 0.82% 5.6% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us