Data as of Q4 2025 (Dec 31, 2025)

Squire Investment Management Company, LLC

•CIK: 2031291•Filing: Q4 2025

Squire Investment Management Company, LLC manages $330M across a portfolio of 74 positions. The fund exhibits significant concentration in select names, with DFAC representing the largest holding at $41.6M. Key allocations also include BSVO ($36.2M), ITOT ($32.0M), and DFAT ($25.8M). This structure suggests a focused, conviction-driven approach within its investment mandate.

Total AUM
$330.5M
QoQ Performance
+7.6%
Positions
33
Top 10 Concentration
69.2%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
BSVO
ITOT
DFAT
DFIV
AVDV
DFAC12.6%
BSVO11.0%
ITOT9.7%
DFAT7.8%
DFIV6.0%
AVDV5.4%
DFEM4.5%
IDEV4.3%

📈 Biggest Buys

ITOT
ISHARES TR
+7.4%
9.7% of portfolio
BSVO
EA SERIES TRUST
+6.0%
11.0% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+15.8%
3.8% of portfolio
VTI
VANGUARD INDEX FDS
+10.9%
3.5% of portfolio
IDEV
ISHARES TR
+6.2%
4.3% of portfolio

📉 Biggest Sells

DFIV
DIMENSIONAL ETF TRUST
-2.7%
6.0% of portfolio
IEMG
ISHARES INC
-11.5%
0.5% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-7.2%
0.8% of portfolio
DFIS
DIMENSIONAL ETF TRUST
-15.8%
0.2% of portfolio
VOOG
VANGUARD ADMIRAL FDS INC
-11.6%
0.1% of portfolio

Sector Breakdown

Other97.8%
Technology1.3%
Financial0.3%
ETF0.2%
Consumer0.2%
Healthcare0.1%
Industrial0.1%

Changes from Q3 2025

NEW6 new positions
↑41 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

DFAC12.6%
DIMENSIONAL ETF TRUST
$41.6M
BSVO11.0%
EA SERIES TRUST
$36.2M
ITOT9.7%
ISHARES TR
$32.0M
DFAT7.8%
DIMENSIONAL ETF TRUST
$25.8M
DFIV6.0%
DIMENSIONAL ETF TRUST
$19.9M

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