Squire Investment Management Company, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Squire Investment Management Company, LLC reported 74 stock positions worth $330.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 12.6% of the portfolio, followed by EA Bridgeway Omni Sm-Cp Val (BSVO, 11.0%) and iShares Core S&P Total U.S. (ITOT, 9.7%). Compared with Q3 2025, it opened 6 new positions, added to 41 and reduced 16. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +16%) and the biggest sale Dimensional International Va (DFIV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0002031291
- Portfolio Value
- $330.5M (Q4 2025)
- SEC Filing
- 0001725547-26-000038 ↗ filed Jan 22, 2026
Holdings Value
Holdings 74 stocks · $330.5M
| DFAC Dimensional US Core Equity 2 | 12.58% | 1,050,100 | $41.6M | Add +2.0% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 10.96% | 1,553,853 | $36.2M | Add +6.0% |
| ITOT iShares Core S&P Total U.S. | 9.69% | 215,380 | $32.0M | Add +7.4% |
| DFAT Dimensional US Target Value | 7.81% | 433,290 | $25.8M | Add +1.3% |
| DFIV Dimensional International Va | 6.01% | 397,808 | $19.9M | Reduce -2.7% |
| AVDV Avantis Intl S/C Value ETF | 5.38% | 189,174 | $17.8M | Add +2.6% |
| DFEM Dimensional Emrg MRKT Core | 4.45% | 444,894 | $14.7M | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 4.32% | 173,172 | $14.3M | Add +6.2% |
| DFUV Dimensional US Marketwide Va | 4.16% | 295,274 | $13.8M | Add +3.0% |
| VGIT Vanguard Intermediate-Term T | 3.80% | 209,351 | $12.5M | Add +15.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.49% | 34,361 | $11.5M | Add +10.9% |
| DISV Dimensional International SM | 2.48% | 216,051 | $8.2M | Add +1.0% |
| DFSD Dimensional Short Duration | 1.96% | 135,132 | $6.5M | Add +10.6% |
| VEA Vanguard Ftse Developed ETF | 1.40% | 74,279 | $4.6M | Add +10.9% |
| VTIP Vanguard Short-Term Tips | 1.34% | 89,722 | $4.4M | Add +6.3% |
| NBHC National Bank Hold Class A | 1.23% | 106,976 | $4.1M | No change |
| DFUS Dimensional US Eq MKT ETF | 1.22% | 54,358 | $4.0M | Add +4.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.97% | 12,438 | $3.2M | Add +8.8% |
| DFSV Dimensional US Small Cap Val | 0.97% | 97,445 | $3.2M | Add +0.6% |
| DFIC Dimensional International Co. | 0.89% | 85,284 | $2.9M | Add +0.1% |
| DFAR Dimensional US Real Est ETF | 0.82% | 118,923 | $2.7M | Add +9.6% |
| DFAX Dimensional World Ex US Core | 0.77% | 77,601 | $2.5M | Reduce -7.2% |
| AVUV Avantis US Small Cap Value | 0.76% | 24,718 | $2.5M | Add +0.0% |
| AAPL Apple Inc. | 0.68% | 8,286 | $2.3M | Reduce -0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.63% | 38,868 | $2.1M | Add +25.1% |
| BND Vanguard Total Bond Market | 0.55% | 24,563 | $1.8M | Add +1.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.55% | 42,357 | $1.8M | Add +22.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 9,237 | $1.8M | Add +7.8% |
| IWN iShares Russell 2000 Value E | 0.48% | 8,833 | $1.6M | Add +7.5% |
| DFAS Dimensional US Small Cap ETF | 0.48% | 22,906 | $1.6M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.47% | 23,295 | $1.6M | Reduce -11.5% |
| IVLU iShares MSCI International V | 0.42% | 36,136 | $1.4M | Reduce -0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.37% | 15,896 | $1.2M | No change |
| DFAU Dimensional US Core Equity M | 0.37% | 26,281 | $1.2M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 22,535 | $1.2M | Add +19.1% |
| DVY iShares Select Dividend ETF | 0.36% | 8,455 | $1.2M | No change |
| SCHD Schwab US DVD Equity ETF | 0.36% | 42,872 | $1.2M | Add +14.5% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 37,801 | $1.1M | Add +4.2% |
| DFAI Dimensional International Co. | 0.34% | 29,303 | $1.1M | Add +1.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.34% | 9,761 | $1.1M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.33% | 6,239 | $1.1M | Add +2.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.31% | 12,506 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.30% | 5,274 | $984K | Add +36.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 2,325 | $960K | No change |
| IXUS iShares Core Intl Stock ETF | 0.26% | 9,995 | $846K | No change |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,240 | $777K | Reduce -3.6% |
| VLUE iShares MSCI USA Value Facto | 0.22% | 5,436 | $743K | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 2,300 | $741K | Reduce -6.7% |
| VGT Vanguard Info Tech ETF | 0.22% | 966 | $728K | No change |
| DFIS Dimensional International SM | 0.19% | 18,586 | $612K | Reduce -15.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 989 | $608K | New |
| AMZN Amazon.com Inc. | 0.17% | 2,421 | $559K | Add +94.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.14% | 1,040 | $462K | Reduce -11.6% |
| EFV iShares MSCI Eafe Value ETF | 0.13% | 6,222 | $444K | Reduce -9.1% |
| AVEM Avantis Emerging Markets Eq | 0.13% | 5,678 | $437K | Reduce -2.7% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 5,493 | $433K | Reduce -5.1% |
| MSFT Microsoft Corp. | 0.13% | 879 | $425K | Add +7.2% |
| XLK SS Technology Select Sector | 0.11% | 2,474 | $356K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 661 | $332K | Add +1.5% |
| SCHB Schwab US Broad Market ETF | 0.10% | 12,000 | $315K | Reduce -0.0% |
| DGRO iShares Core Dividend Growth | 0.09% | 4,353 | $302K | No change |
| DUHP Dimensional US High Profi Et | 0.09% | 7,701 | $293K | Add +24.3% |
| DFGR Dim Global Real Estate ETF | 0.09% | 10,629 | $281K | Reduce -8.8% |
| DIV Global X Superdividend Use | 0.08% | 15,743 | $273K | Add +5.5% |
| DFNM Dimensional National Muni BD | 0.08% | 5,344 | $257K | New |
| CVX Chevron Corp. | 0.08% | 1,642 | $250K | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.07% | 1,036 | $237K | Add +3.2% |
| GOOG Alphabet Inc. Class C | 0.07% | 754 | $237K | New |
| MMM 3M Co. | 0.07% | 1,416 | $227K | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.07% | 709 | $222K | New |
| CL Colgate-Palmolive Co. | 0.07% | 2,745 | $217K | Add +1.9% |
| NEM Newmont Corp. | 0.07% | 2,163 | $216K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 693 | $205K | New |
| COOK Traeger Inc. | 0.00% | 11,434 | $12K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFIV Dimensional International Va | Reduce -2.7% | 6.01% | −0.14 |
| IEMG iShares Core MSCI Emerging | Reduce -11.5% | 0.47% | −0.09 |
| DFAX Dimensional World Ex US Core | Reduce -7.2% | 0.77% | −0.09 |
| DFIS Dimensional International SM | Reduce -15.8% | 0.19% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.5% | 0.48% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.22% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -11.6% | 0.14% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 0.24% | −0.02 |
| DFGR Dim Global Real Estate ETF | Reduce -8.8% | 0.09% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.1% | 0.13% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.1% | 0.13% | −0.02 |
| CVX Chevron Corp. | Reduce -4.4% | 0.08% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.7% | 0.13% | −0.01 |
| AAPL Apple Inc. | Reduce -0.2% | 0.68% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.0% | 0.10% | −0.01 |
| IVLU iShares MSCI International V | Reduce -0.6% | 0.42% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VGIT Vanguard Intermediate-Term T | Add +15.8% | 3.80% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.18% | +0.18 |
| ITOT iShares Core S&P Total U.S. | Add +7.4% | 9.69% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.9% | 3.49% | +0.17 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Add +6.0% | 10.96% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +10.9% | 1.40% | +0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +25.1% | 0.63% | +0.09 |
| AMZN Amazon.com Inc. | Add +94.2% | 0.17% | +0.08 |
| DFNM Dimensional National Muni BD | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| IDEV iShares Core MSCI Dev MKTS | Add +6.2% | 4.32% | +0.07 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +36.1% | 0.30% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +22.1% | 0.55% | +0.06 |
| DFSD Dimensional Short Duration | Add +10.6% | 1.96% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +2.6% | 5.38% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +19.1% | 0.37% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.8% | 0.97% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +14.5% | 0.36% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.8% | 0.53% | +0.01 |
| DUHP Dimensional US High Profi Et | Add +24.3% | 0.09% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +7.5% | 0.48% | +0.01 |
| MMM 3M Co. | Add +1.2% | 0.07% | −0.00 |
| DISV Dimensional International SM | Add +1.0% | 2.48% | −0.00 |
| DIV Global X Superdividend Use | Add +5.5% | 0.08% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +4.8% | 1.22% | −0.00 |
| ABBV Abbvie Inc. | Add +3.2% | 0.07% | −0.00 |
| CL Colgate-Palmolive Co. | Add +1.9% | 0.07% | −0.00 |
| DFAI Dimensional International Co. | Add +1.3% | 0.34% | −0.00 |
| XLK SS Technology Select Sector | Add +0.2% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.5% | 0.10% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Add +4.2% | 0.34% | −0.01 |
| DFUV Dimensional US Marketwide Va | Add +3.0% | 4.16% | −0.01 |
| MSFT Microsoft Corp. | Add +7.2% | 0.13% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.8% | 0.33% | −0.01 |
| DFAU Dimensional US Core Equity M | Add +0.5% | 0.37% | −0.02 |
| DFAR Dimensional US Real Est ETF | Add +9.6% | 0.82% | −0.02 |
| DFIC Dimensional International Co. | Add +0.1% | 0.89% | −0.02 |
| DFSV Dimensional US Small Cap Val | Add +0.6% | 0.97% | −0.03 |
| AVUV Avantis US Small Cap Value | Add +0.0% | 0.76% | −0.04 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.55% | −0.04 |
| VTIP Vanguard Short-Term Tips | Add +6.3% | 1.34% | −0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +0.8% | 4.45% | −0.15 |
| DFAT Dimensional US Target Value | Add +1.3% | 7.81% | −0.31 |
| DFAC Dimensional US Core Equity 2 | Add +2.0% | 12.58% | −0.36 |
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 |