Squire Investment Management Company, LLC
CIK 2031291
13F filing for Q2 2026・No. 4,388
- Holdings
- US$415.31M
- Quarter change
- +US$55.53M
- Entries
- 89
- Net bought (estimate)
- +US$16.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 0
- Cut 14
- Added 48
- Corporate actions 0
- Unchanged 14
Largest holdings
89 stocks worth US$415.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 1,139,447 | US$50.55M | 12.17% |
| EA SERIES TRUSTBRID OMN SMA ETF | Added | 1,716,530 | US$50.1M | 12.06% |
| ISHARES TRCORE S&P TTL STK | Added | 242,293 | US$39.8M | 9.58% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 432,120 | US$30.21M | 7.27% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 412,587 | US$22.29M | 5.37% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 206,275 | US$21.26M | 5.12% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 488,613 | US$19.86M | 4.78% |
| ISHARES TRCORE MSCI INTL | Added | 201,400 | US$17.93M | 4.32% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 297,896 | US$16.39M | 3.95% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 256,311 | US$15.12M | 3.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.