Institutional Fund
Squire Investment Management Company, LLC
Orem, UTCIK 20312915 filings on record
Portfolio Value
$359.77M
Q1 2026
Holdings
76
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+8.9%
from $330.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.2%
- Ea Series Trust12.0%
- Ishares Tr9.2%
- Dimensional ETF Trust7.5%
- Dimensional ETF Trust5.8%
- American Centy ETF Tr5.5%
- Other47.7%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.13M | $43.72M | 12.2% | +75.0K | Added |
| 2 | Ea Series Trust | 1.71M | $43.31M | 12.0% | +153.4K | Added |
| 3 | Ishares Tr | 232.2K | $33.07M | 9.2% | +16.8K | Added |
| 4 | Dimensional ETF Trust | 433.1K | $27.05M | 7.5% | −192 | Reduced |
| 5 | Dimensional ETF Trust | 397.2K | $20.96M | 5.8% | −620 | Reduced |
| 6 | American Centy ETF Tr | 199.4K | $19.91M | 5.5% | +10.2K | Added |
| 7 | Dimensional ETF Trust | 480.6K | $16.61M | 4.6% | +35.7K | Added |
| 8 | Ishares Tr | 191.2K | $15.98M | 4.4% | +18.0K | Added |
| 9 | Dimensional ETF Trust | 298.0K | $14.44M | 4.0% | +2.7K | Added |
| 10 | Vanguard Scottsdale Fds | 239.8K | $14.28M | 4.0% | +30.5K | Added |
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