SI

Squire Investment Management Company, LLC

13F
Squire Investment Management Company, LLC
Last update 2024-11-06 62 Stocks (7 new)
Value $210.00 Mil Turnover 11 %
Countries:
Top Holdings: DFAC(14.75%)DFAT(11.75%)BSVO(9.40%)ITOT(9.27%)DFIV(6.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Squire Investment Management C... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
904,555
31017.200
+1.79%
14.750
+0.26%
0.100
+13.03%
+23.13%
33157.191
 
DFAT 		Dimensional U.S. Targeted Value ETF
444,086
24704.500
+0.48%
11.750
+0.06%
0.230
+12.65%
+13.13%
11305.941
 
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
895,211
19775.210
+10.14%
9.400
+0.87%
1.340
+12.81%
+11.04%
1554.748
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
155,189
19494.830
+9.51%
9.270
+0.81%
0.030
+13.27%
+25.16%
64825.224
 
DFIV 		Dimensional International Value ETF
354,445
13497.280
+6.92%
6.420
+0.42%
0.160
+3.93%
+6.98%
7901.373
 
DFUV 		Dimensional US Marketwide Value ETF
265,974
11088.470
+6.48%
5.270
+0.32%
0.100
+10.41%
+16.79%
11796.853
 
AVDV 		Avantis International Small Cap Value ETF
115,840
8186.430
+11.65%
3.890
+0.41%
0.120
+5.74%
+7.84%
6483.592
 
IDEV 		iShares Core MSCI International Developed Markets ETF
113,528
8041.220
+5.27%
3.820
+0.19%
0.050
+3.88%
+6.06%
14443.321
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
280,669
7900.850
+24.88%
3.760
+0.75%
0.180
+4.80%
+9.38%
4365.273
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
116,298
7026.750
+27.47%
3.340
+0.72%
0.020
-1.61%
-1.23%
29701.387
 

Squire Investment Management Company, LLC's Historical Top Holdings Breakdowns

Squire Investment Management Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NBHC 		National Bank Holdings Corp2024-09-30New Buy
+2.14%
●
38.14 ($41.6) 45.6
$49.55
19.11%
New holding
106,796
106,796
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2024-09-30Add
+0.87%
●
19.95 ($21.49) 23
$23.33
8.56%
Add 10.14%
895,211
82,434
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Add
+0.81%
●
113.41 ($121.07) 125.62
$131.71
8.79%
Add 9.51%
155,189
13,477
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-09-30Add
+0.75%
●
25.21 ($26.85) 28.46
$27.30
1.68%
Add 24.88%
280,669
55,927
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.72%
●
57.8 ($59.68) 60.8
$58.59
-1.83%
Add 27.47%
116,298
25,063
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Add
+0.44%
●
47 ($47.46) 47.84
$47.35
-0.23%
Add 34.84%
75,006
19,380
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.42%
●
34.66 ($36.99) 38.38
$36.76
-0.62%
Add 6.92%
354,445
22,932
AVDV 		Avantis International Small Cap Value ETF2024-09-30Add
+0.41%
●
62.52 ($67.28) 71.12
$67.39
0.16%
Add 11.65%
115,840
12,091
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+0.36%
●
88.24 ($93.47) 99.7
$103.08
10.28%
Add 55.42%
21,826
7,783
DISV 		Dimensional International Small Cap Value ETF2024-09-30Add
+0.32%
●
26.06 ($27.89) 29.18
$27.41
-1.74%
Add 23.18%
121,936
22,944

Squire Investment Management Company, LLC Total Holding History ($B)

To

Squire Investment Management Company, LLC's Asset Allocation

To

Squire Investment Management Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Squire Investment Management Company, LLC's Hypothetical Growth since 2024-09-30

Squire Investment Management Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Squire Investment Management Company, LLC's Holdings Heat Map

Size field:

Squire Investment Management Company, LLC's Holdings Bubble Chart

Squire Investment Management Company, LLC News

  • 1

Discussions on Squire Investment Management Company, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.