Squire Investment Management Company
Squire Investment Management Company reported 89 stocks worth $415M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (12.2%), BSVO (12.1%) and ITOT (9.6%). Compared with Q1 2026, the fund opened new positions in DFEV, DFSU and VUG, added to BSVO, ITOT and DFIV and trimmed DFAX, AVUV and IEMG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $50.5M | 12.2% | 1.1M | +14K (+1%) | 8 of 8 | |
| 2 |  BSVO EA Series Trust | $50.1M | 12.1% | 1.7M | +9,321 (+1%) | 8 of 8 | |
| 3 |  ITOT Ishares TR | $39.8M | 9.6% | 242K | +10K (+4%) | 8 of 8 | |
| 4 | DIMENSIONAL U S TARGETED | $30.2M | 7.3% | 432K | −978 (−0%) | 8 of 8 | |
| 5 |  DFIV Dimensional ETF Trust | $22.3M | 5.4% | 413K | +15K (+4%) | 8 of 8 | |
| 6 |  AVDV Avantis International Small Cap Value ETF | $21.3M | 5.1% | 206K | +6,898 (+3%) | 8 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $19.9M | 4.8% | 489K | +7,975 (+2%) | 8 of 8 | |
| 8 |  IDEV Ishares TR | $17.9M | 4.3% | 201K | +10K (+5%) | 8 of 8 | |
| 9 |  DFUV Dimensional US Marketwide Value ETF | $16.4M | 4.0% | 298K | No change | 8 of 8 | |
| 10 |  VGIT Vanguard Scottsdale Fds | $15.1M | 3.6% | 256K | +17K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Squire Investment Management Company 13F FAQ
What does Squire Investment Management Company own?
Squire Investment Management Company reported 89 stocks worth $415M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (12.2%), BSVO (12.1%) and ITOT (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Squire Investment Management Company buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 50 added to, 12 trimmed and 0 sold out. New positions include DFEV, DFSU and VUG.
When will Squire Investment Management Company file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Squire Investment Management Company's portfolio worth?
The Q2 2026 filing reports $415M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.