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
+12.75%
+22.94%
33119.915
 
DFAT 		Dimensional U.S. Targeted Value ETF
444,086
24704.500
+0.48%
11.750
+0.06%
0.230
+14.17%
+13.30%
11361.502
 
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
895,211
19775.210
+10.14%
9.400
+0.87%
1.340
+14.37%
+10.99%
1564.338
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
155,189
19494.830
+9.51%
9.270
+0.81%
0.030
+12.73%
+24.96%
64881.136
 
DFIV 		Dimensional International Value ETF
354,445
13497.280
+6.92%
6.420
+0.42%
0.160
+1.57%
+5.18%
7779.993
 
DFUV 		Dimensional US Marketwide Value ETF
265,974
11088.470
+6.48%
5.270
+0.32%
0.100
+11.02%
+16.93%
11808.283
 
AVDV 		Avantis International Small Cap Value ETF
115,840
8186.430
+11.65%
3.890
+0.41%
0.120
+2.33%
+5.90%
6362.366
 
IDEV 		iShares Core MSCI International Developed Markets ETF
113,528
8041.220
+5.27%
3.820
+0.19%
0.050
+1.95%
+4.48%
14222.990
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
280,669
7900.850
+24.88%
3.760
+0.75%
0.180
+1.52%
+6.85%
4262.935
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
116,298
7026.750
+27.47%
3.340
+0.72%
0.020
-2.63%
-1.84%
29433.198
 

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
$49.18
18.22%
New holding
106,796
106,796
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2024-09-30Add
+0.87%
●
19.95 ($21.49) 23
$23.36
8.70%
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
$131.55
8.66%
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
$26.66
-0.71%
Add 24.88%
280,669
55,927
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.72%
●
57.8 ($59.68) 60.8
$58.23
-2.43%
Add 27.47%
116,298
25,063
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Add
+0.44%
●
47 ($47.46) 47.84
$47.26
-0.42%
Add 34.84%
75,006
19,380
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.42%
●
34.66 ($36.99) 38.38
$36.17
-2.22%
Add 6.92%
354,445
22,932
AVDV 		Avantis International Small Cap Value ETF2024-09-30Add
+0.41%
●
62.52 ($67.28) 71.12
$66.13
-1.71%
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
$103.48
10.71%
Add 55.42%
21,826
7,783
DISV 		Dimensional International Small Cap Value ETF2024-09-30Add
+0.32%
●
26.06 ($27.89) 29.18
$26.78
-3.98%
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

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