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Squire Investment Management Company, LLC — 13F Holdings & Portfolio

CIK 2031291 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Squire Investment Management Company, LLC manages $415.3M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (12.17%), BSVO (12.06%), ITOT (9.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 0, added to 68, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1329 SOUTH 800 EAST
OREM, UT 84097
Phone
(801) 226-7722
Filing Manager
Squire Investment Management Company, LLC
Orem, UT
Signatory
David Archibald
Partner & CCO
Loading holdings…
AUM

$415.3M

Long-equity book

Holdings

89

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+13 / −0 / ↑68 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$6.8M +15.6%
  • EA SERIES TRUST$6.8M +15.7%
  • ISHARES TR$6.7M +20.3%
  • DIMENSIONAL ETF TRUST$3.3M +19.6%
  • DIMENSIONAL ETF TRUST$3.2M +11.7%
Show all 68 →

Top Trims

  • CHEVRON CORPORATION-$53.5K -15.6%
  • NEWMONT CORP-$28.3K -12.1%
Show all 2 →

New Positions

  • DIMENSIONAL ETF TRUST$2.2M
  • DIMENSIONAL ETF TRUST$851.7K
  • VANGUARD INDEX FDS$665.7K
  • DIMENSIONAL ETF TRUST$448.2K
  • ZIONS BANCORPORATION NATL AS$356.8K
Show all 13 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $50.5M 12.17% 1,139,447 SH
2 EA SERIES TRUST BSVO 02072L532 $50.1M 12.06% 1,716,530 SH
3 ISHARES TR ITOT 464287150 $39.8M 9.58% 242,293 SH
4 DIMENSIONAL ETF TRUST DFAT 25434V609 $30.2M 7.27% 432,120 SH
5 DIMENSIONAL ETF TRUST DFIV 25434V807 $22.3M 5.37% 412,587 SH
6 AMERICAN CENTY ETF TR AVDV 025072802 $21.3M 5.12% 206,275 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $19.9M 4.78% 488,613 SH
8 ISHARES TR IDEV 46435G326 $17.9M 4.32% 201,400 SH
9 DIMENSIONAL ETF TRUST DFUV 25434V724 $16.4M 3.95% 297,896 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $15.1M 3.64% 256,311 SH
11 VANGUARD INDEX FDS VTI 922908769 $14.7M 3.53% 39,664 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $10.2M 2.47% 255,262 SH
13 DIMENSIONAL ETF TRUST DFSD 25434V864 $7.9M 1.89% 164,537 SH
14 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.7M 1.37% 79,699 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $5.2M 1.26% 103,823 SH
16 NATIONAL BK HLDGS CORP NBHC 633707104 $4.8M 1.14% 106,976 SH
17 DIMENSIONAL ETF TRUST DFUS 25434V401 $4.6M 1.11% 56,304 SH
18 DIMENSIONAL ETF TRUST DFSV 25434V815 $4.5M 1.07% 114,951 SH
19 VANGUARD INDEX FDS VB 922908751 $4.4M 1.06% 14,491 SH
20 DIMENSIONAL ETF TRUST DFIC 25434V799 $4.0M 0.96% 106,859 SH
21 DIMENSIONAL ETF TRUST DFAR 25434V823 $3.6M 0.86% 136,916 SH
22 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.8M 0.68% 77,218 SH
23 AMERICAN CENTY ETF TR AVUV 025072877 $2.8M 0.67% 22,285 SH
24 VANGUARD INDEX FDS VTV 922908744 $2.8M 0.67% 12,674 SH
25 APPLE INC AAPL 037833100 $2.6M 0.62% 8,882 SH
26 VANGUARD BD INDEX FDS BND 921937835 $2.3M 0.55% 30,892 SH
27 ISHARES TR SHYG 46434V407 $2.3M 0.55% 53,422 SH
28 ISHARES TR IWN 464287630 $2.3M 0.54% 10,189 SH
29 DIMENSIONAL ETF TRUST DFEV 25434V740 $2.2M 0.54% 52,422 SH
30 ISHARES TR IGIB 464288638 $2.1M 0.51% 39,657 SH
31 ISHARES INC IEMG 46434G103 $1.7M 0.42% 20,841 SH
32 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.7M 0.40% 28,176 SH
33 VANGUARD INDEX FDS VOE 922908512 $1.5M 0.36% 7,668 SH
34 ISHARES TR DVY 464287168 $1.5M 0.36% 9,666 SH
35 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.5M 0.35% 28,448 SH
36 SCHWAB STRATEGIC TR SCHM 808524508 $1.4M 0.34% 38,541 SH
37 ISHARES TR IVLU 46435G409 $1.4M 0.33% 33,061 SH
38 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.4M 0.33% 33,006 SH
39 SCHWAB STRATEGIC TR SCHD 808524797 $1.4M 0.33% 42,885 SH
40 ISHARES TR SCZ 464288273 $1.3M 0.32% 16,336 SH
41 ISHARES TR IJS 464287879 $1.3M 0.32% 9,761 SH
42 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.3M 0.31% 15,748 SH
43 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.29% 6,115 SH
44 SPDR SERIES TRUST SPTM 78464A805 $1.1M 0.27% 12,506 SH
45 PALO ALTO NETWORKS INC PANW 697435105 $1.0M 0.25% 3,064 SH
46 VANGUARD WORLD FD MGK 921910816 $1.0M 0.25% 11,625 SH
47 ISHARES TR IXUS 46432F834 $953.9K 0.23% 9,995 SH
48 ISHARES TR VLUE 46432F388 $922.3K 0.22% 4,616 SH
49 VANGUARD WORLD FD VGT 92204A702 $918.5K 0.22% 7,685 SH
50 VANGUARD INDEX FDS VOO 922908363 $871.2K 0.21% 1,269 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $415.3M 89 0001725547-26-000255
2026-03-31 2026-04-24 $359.8M 76 0001725547-26-000162
2025-12-31 2026-01-22 $330.5M 74 0001725547-26-000038