Squire Investment Management Company, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Squire Investment Management Company, LLC reported 66 stock positions worth $271.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.1% of the portfolio, followed by EA Bridgeway Omni Sm-Cp Val (BSVO, 10.5%) and iShares Core S&P Total U.S. (ITOT, 9.5%). Compared with Q1 2025, it opened 2 new positions, added to 31 and reduced 17. The biggest buy was EA Bridgeway Omni Sm-Cp Val (BSVO, shares +23%) and the biggest sale Dimensional US Target Value (DFAT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0002031291
- Portfolio Value
- $271.4M (Q2 2025)
- SEC Filing
- 0001725547-25-003446 ↗ filed Jul 16, 2025
Holdings Value
Holdings 66 stocks · $271.4M
| DFAC Dimensional US Core Equity 2 | 13.11% | 992,552 | $35.6M | Add +1.9% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 10.46% | 1,393,301 | $28.4M | Add +23.1% |
| ITOT iShares Core S&P Total U.S. | 9.51% | 191,021 | $25.8M | Add +5.0% |
| DFAT Dimensional US Target Value | 8.43% | 423,908 | $22.9M | Reduce -5.5% |
| DFIV Dimensional International Va | 6.28% | 397,609 | $17.0M | Add +3.4% |
| AVDV Avantis Intl S/C Value ETF | 5.19% | 177,607 | $14.1M | Add +7.0% |
| DFEM Dimensional Emrg MRKT Core | 4.58% | 418,607 | $12.4M | Add +7.8% |
| DFUV Dimensional US Marketwide Va | 4.38% | 280,810 | $11.9M | Reduce -3.2% |
| IDEV iShares Core MSCI Dev MKTS | 4.32% | 154,014 | $11.7M | Add +5.5% |
| VGIT Vanguard Intermediate-Term T | 3.67% | 166,316 | $9.9M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 3.31% | 29,510 | $9.0M | Add +8.2% |
| DISV Dimensional International SM | 2.46% | 202,657 | $6.7M | Add +26.0% |
| DFSD Dimensional Short Duration | 1.86% | 105,288 | $5.1M | Reduce -1.7% |
| NBHC National Bank Hold Class A | 1.48% | 106,976 | $4.0M | No change |
| VTIP Vanguard Short-Term Tips | 1.45% | 78,064 | $3.9M | Add +1.0% |
| VEA Vanguard Ftse Developed ETF | 1.30% | 61,923 | $3.5M | Add +27.3% |
| DFUS Dimensional US Eq MKT ETF | 1.17% | 47,258 | $3.2M | Add +5.6% |
| DFSV Dimensional US Small Cap Val | 0.92% | 85,129 | $2.5M | Add +396.5% |
| DFAX Dimensional World Ex US Core | 0.91% | 84,466 | $2.5M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.88% | 10,048 | $2.4M | No change |
| DFIC Dimensional International Co. | 0.84% | 73,651 | $2.3M | Add +10.3% |
| AVUV Avantis US Small Cap Value | 0.82% | 24,413 | $2.2M | Reduce -36.7% |
| DFAR Dimensional US Real Est ETF | 0.76% | 87,446 | $2.1M | Add +9.3% |
| IEMG iShares Core MSCI Emerging | 0.60% | 27,339 | $1.6M | Reduce -1.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.55% | 34,699 | $1.5M | Add +20.3% |
| AAPL Apple Inc. | 0.54% | 7,154 | $1.5M | Add +4.8% |
| BND Vanguard Total Bond Market | 0.54% | 19,736 | $1.5M | Add +16.2% |
| DFAS Dimensional US Small Cap ETF | 0.54% | 22,794 | $1.5M | Reduce -3.4% |
| IWN iShares Russell 2000 Value E | 0.48% | 8,216 | $1.3M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.47% | 23,970 | $1.3M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 7,197 | $1.3M | No change |
| IVLU iShares MSCI International V | 0.44% | 36,526 | $1.2M | Reduce -32.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.43% | 15,896 | $1.2M | No change |
| DFAU Dimensional US Core Equity M | 0.41% | 26,161 | $1.1M | Reduce -1.2% |
| DVY iShares Select Dividend ETF | 0.38% | 7,720 | $1.0M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.36% | 9,761 | $971K | Add +12.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.35% | 12,509 | $937K | Add +77.5% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 33,166 | $930K | Add +5.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 5,628 | $926K | No change |
| SCHD Schwab US DVD Equity ETF | 0.34% | 34,359 | $911K | Add +5.8% |
| DFAI Dimensional International Co. | 0.33% | 25,622 | $886K | Reduce -15.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 2,325 | $851K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 16,249 | $804K | Add +5.8% |
| IXUS iShares Core Intl Stock ETF | 0.28% | 9,995 | $773K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 2,465 | $715K | Add +0.4% |
| DFIS Dimensional International SM | 0.25% | 22,331 | $666K | Reduce -10.5% |
| VGT Vanguard Info Tech ETF | 0.24% | 966 | $641K | No change |
| VLUE iShares MSCI USA Value Facto | 0.23% | 5,436 | $615K | New |
| NVDA Nvidia Corp. | 0.22% | 3,792 | $599K | Add +54.0% |
| AVUS Avantis U.S. Equity ETF | 0.21% | 5,603 | $565K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 5,798 | $456K | Reduce -0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.16% | 6,844 | $434K | Reduce -27.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.15% | 1,040 | $412K | No change |
| AVEM Avantis Emerging Markets Eq | 0.15% | 5,978 | $410K | Add +42.3% |
| MSFT Microsoft Corp. | 0.14% | 768 | $382K | Add +17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 657 | $319K | Add +1.1% |
| DFGR Dim Global Real Estate ETF | 0.11% | 11,475 | $308K | Add +8.0% |
| SCHB Schwab US Broad Market ETF | 0.11% | 12,002 | $286K | No change |
| DGRO iShares Core Dividend Growth | 0.10% | 4,353 | $278K | Reduce -0.1% |
| DUHP Dimensional US High Profi Et | 0.09% | 6,990 | $249K | Reduce -43.8% |
| DIV Global X Superdividend Use | 0.09% | 14,089 | $248K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 2,723 | $248K | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.09% | 1,108 | $243K | New |
| CVX Chevron Corp. | 0.09% | 1,669 | $239K | Reduce -3.6% |
| MMM 3M Co. | 0.08% | 1,395 | $212K | Reduce -0.4% |
| COOK Traeger Inc. | 0.01% | 11,434 | $20K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFAT Dimensional US Target Value | Reduce -5.5% | 8.43% | −1.20 |
| DFUV Dimensional US Marketwide Va | Reduce -3.2% | 4.38% | −0.60 |
| AVUV Avantis US Small Cap Value | Reduce -36.7% | 0.82% | −0.58 |
| DFSD Dimensional Short Duration | Reduce -1.7% | 1.86% | −0.26 |
| IVLU iShares MSCI International V | Reduce -32.5% | 0.44% | −0.24 |
| DUHP Dimensional US High Profi Et | Reduce -43.8% | 0.09% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -27.4% | 0.16% | −0.07 |
| DFAI Dimensional International Co. | Reduce -15.1% | 0.33% | −0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.4% | 0.54% | −0.05 |
| CVX Chevron Corp. | Reduce -3.6% | 0.09% | −0.03 |
| DFIS Dimensional International SM | Reduce -10.5% | 0.25% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.1% | 0.17% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.60% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -0.6% | 0.09% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -1.2% | 0.41% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.1% | 0.10% | −0.01 |
| MMM 3M Co. | Reduce -0.4% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| BSVO EA Bridgeway Omni Sm-Cp Val | Add +23.1% | 10.46% | +1.29 |
| DFSV Dimensional US Small Cap Val | Add +396.5% | 0.92% | +0.72 |
| DISV Dimensional International SM | Add +26.0% | 2.46% | +0.51 |
| AVDV Avantis Intl S/C Value ETF | Add +7.0% | 5.19% | +0.37 |
| DFEM Dimensional Emrg MRKT Core | Add +7.8% | 4.58% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +27.3% | 1.30% | +0.27 |
| ITOT iShares Core S&P Total U.S. | Add +5.0% | 9.51% | +0.25 |
| VLUE iShares MSCI USA Value Facto | New | 0.23% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.2% | 3.31% | +0.18 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +77.5% | 0.35% | +0.15 |
| IDEV iShares Core MSCI Dev MKTS | Add +5.5% | 4.32% | +0.13 |
| NVDA Nvidia Corp. | Add +54.0% | 0.22% | +0.11 |
| AMZN Amazon.com Inc. | New | 0.09% | +0.09 |
| DFIC Dimensional International Co. | Add +10.3% | 0.84% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +42.3% | 0.15% | +0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +20.3% | 0.55% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +5.6% | 1.17% | +0.04 |
| MSFT Microsoft Corp. | Add +17.1% | 0.14% | +0.04 |
| BND Vanguard Total Bond Market | Add +16.2% | 0.54% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.26% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +5.8% | 0.30% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +12.3% | 0.36% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +5.8% | 0.34% | +0.00 |
| DFGR Dim Global Real Estate ETF | Add +8.0% | 0.11% | −0.00 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 0.91% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.12% | −0.03 |
| DFIV Dimensional International Va | Add +3.4% | 6.28% | −0.03 |
| DFAR Dimensional US Real Est ETF | Add +9.3% | 0.76% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Add +5.8% | 0.34% | −0.04 |
| AAPL Apple Inc. | Add +4.8% | 0.54% | −0.09 |
| VTIP Vanguard Short-Term Tips | Add +1.0% | 1.45% | −0.16 |
| DFAC Dimensional US Core Equity 2 | Add +1.9% | 13.11% | −0.28 |
| VGIT Vanguard Intermediate-Term T | Add +1.6% | 3.67% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $415.3M | DFAC, BSVO, ITOT, DFAT, DFIV |
| Q1 2026 | 76 | $359.8M | DFAC, BSVO, ITOT, DFAT, DFIV |
| Q4 2025 | 74 | $330.5M | DFAC, BSVO, ITOT, DFAT, DFIV |
| Q3 2025 | 68 | $307.0M | DFAC, BSVO, ITOT, DFAT, DFIV |
| Q2 2025 | 66 | $271.4M | DFAC, BSVO, ITOT, DFAT, DFIV |
| Q1 2025 | 64 | $240.0M | DFAC, DFAT, ITOT, BSVO, DFIV |
| Q4 2024 | 66 | $227.3M | DFAC, DFAT, ITOT, BSVO, DFIV |
| Q3 2024 | 62 | $210.3M | DFAC, DFAT, BSVO, ITOT, DFIV |
| Q2 2024 | 55 | $176.3M | DFAC, DFAT, ITOT, BSVO, DFIV |
| Q1 2024 | 53 | $158.7M | DFAC, DFAT, BSVO, ITOT, DFIV |