Institutions / Squire Investment Management Company, LLC

Squire Investment Management Company, LLC

CIK 2031291 · Institution · as of Dec 31, 2025

Portfolio value

$330.47M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 74 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$41.57M	1,050,100	12.6%
Ea Series Trust	—	$36.20M	1,553,853	11.0%
iShares MSCI UAE ETF	—	$32.02M	215,380	9.7%
Dimensional ETF Trust	—	$25.80M	433,290	7.8%
Dimensional ETF Trust	—	$19.85M	397,808	6.0%
American Centy ETF Tr	—	$17.78M	189,174	5.4%
Dimensional ETF Trust	—	$14.72M	444,894	4.5%
iShares MSCI UAE ETF	—	$14.28M	173,172	4.3%
Dimensional ETF Trust	—	$13.76M	295,274	4.2%
Vanguard Scottsdale Fds	—	$12.55M	209,351	3.8%
Vanguard Index Fds	—	$11.52M	34,361	3.5%
Dimensional ETF Trust	—	$8.21M	216,051	2.5%
Dimensional ETF Trust	—	$6.48M	135,132	2.0%
Vanguard Tax-Managed Fds	—	$4.64M	74,279	1.4%
Vanguard Malvern Fds	—	$4.44M	89,722	1.3%
National Bank Holdings Corp	—	$4.07M	106,976	1.2%
Dimensional ETF Trust	—	$4.03M	54,358	1.2%
Vanguard Index Fds	—	$3.21M	12,438	1.0%
Dimensional ETF Trust	—	$3.20M	97,445	1.0%
Dimensional ETF Trust	—	$2.94M	85,284	0.9%
Dimensional ETF Trust	—	$2.72M	118,923	0.8%
Dimensional ETF Trust	—	$2.54M	77,601	0.8%
American Centy ETF Tr	—	$2.52M	24,718	0.8%
Apple Inc.	—	$2.25M	8,286	0.7%
iShares Tr	—	$2.09M	38,868	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.