Squire Investment Management Company, LLC Purchases in Q3 2024

Squire Investment Management Company, LLC

  • $210 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NBHC
National Bank Holdings Corp

Financial Services
107K
New
$38.14 - $45.6 $4.07M - $4.87M
107K $4.5B
Ea Series Trust
82.4K
+ 10.14%
N/A
895K $19.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.5K
+ 9.51%
$113.41 - $125.62 $1.53M - $1.69M
155K $19.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.9K
+ 1.79%
$31.05 - $34.29 $495K - $547K
905K $31B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
55.9K
+ 24.88%
$25.21 - $28.46 $1.41M - $1.59M
281K $7.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.13K
+ 0.48%
$51.0 - $57.07 $108K - $121K
444K $24.7B
VGIT
Vanguard Intermediate Term Tre

ETFs
25.1K
+ 27.47%
$57.8 - $60.8 $1.45M - $1.52M
116K $7.03B
DFIV
Dimensional ETF Tr

ETFs
22.9K
+ 6.92%
$34.66 - $38.38 $795K - $880K
354K $13.5B
AVDV
American Centy ETF Tr Avantis

ETFs
12.1K
+ 11.65%
$62.52 - $71.12 $756K - $860K
116K $8.19B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
16.2K
+ 6.48%
$38.51 - $41.69 $623K - $674K
266K $11.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.68K
+ 5.27%
$63.46 - $71.43 $361K - $406K
114K $8.04B
DISV
Dimensional ETF Tr Dimensional

ETFs
22.9K
+ 23.18%
$26.06 - $29.18 $598K - $670K
122K $3.54B
AVUV
American Centy ETF Tr Avantis

ETFs
7.78K
+ 55.42%
$88.24 - $99.7 $687K - $776K
21.8K $2.09B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.5K
+ 24.47%
$48.06 - $49.39 $601K - $618K
63.6K $3.14B
DFAI
Dimensional ETF Tr

ETFs
19.6K
New
$28.69 - $32.06 $564K - $630K
19.6K $624M
AVUS
American Centy ETF Tr Avantis

ETFs
6.33K
New
$86.27 - $95.15 $546K - $602K
6.33K $602M
VTI
Vanguard Total Stock Market Et

ETFs
598
+ 3.22%
$255.18 - $283.2 $153K - $169K
19.2K $5.42B
USTB
Victory Portfolios Ii Victorys

ETFs
8.49K
New
$49.79 - $50.91 $423K - $432K
8.49K $431M
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.5K
+ 118.46%
$28.25 - $31.7 $354K - $397K
23.1K $712M
VEA
Vanguard Ftse Developed Market

ETFs
4.09K
+ 10.26%
$47.6 - $53.31 $195K - $218K
43.9K $2.32B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.15K
+ 9.5%
$56.04 - $62.2 $176K - $196K
36.2K $2.25B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.71K
+ 13.72%
$60.13 - $68.17 $163K - $185K
22.4K $1.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
543
+ 114.8%
$475.2 - $527.7 $258K - $287K
1.02K $536M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.57K
+ 28.05%
$25.36 - $28.37 $217K - $243K
39.1K $1.1B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.7K
New
$22.94 - $23.16 $267K - $270K
11.7K $269M
VB
Vanguard Small Cap ETF

ETFs
563
+ 8.32%
$214.77 - $237.72 $121K - $134K
7.33K $1.74B
DVY
Ishares Tr

ETFs
1.17K
+ 17.86%
$119.99 - $135.74 $140K - $159K
7.72K $1.04B
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.19K
New
$30.74 - $34.07 $221K - $245K
7.19K $245M
CVX
Chevron Corp

Energy
1.42K
New
$137.88 - $161.97 $195K - $229K
1.42K $208M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.08K
+ 6.03%
$26.43 - $29.86 $81.3K - $91.8K
54.1K $1.6B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.62K
+ 8.83%
$59.25 - $65.33 $95.7K - $106K
19.9K $1.29B
VOE
Vanguard Mid Cap Value Index F

ETFs
738
+ 18.98%
$149.02 - $167.67 $110K - $124K
4.63K $776M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.1K
+ 16.42%
$95.81 - $109.03 $105K - $120K
7.78K $837M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.48K
+ 18.93%
$75.47 - $83.18 $112K - $123K
9.29K $772M
IWN
Ishares Russell2000 Val ETF

ETFs
487
+ 9.94%
$150.05 - $171.34 $73.1K - $83.4K
5.39K $898M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2K
+ 19.6%
$77.02 - $85.06 $92.7K - $102K
7.35K $621M
DFAX
Dimensional ETF Tr
173
+ 0.21%
$24.29 - $27.25 $4.2K - $4.71K
84K $2.27B
VTV
Vanguard Value ETF

ETFs
296
+ 5.77%
$159.75 - $174.57 $47.3K - $51.7K
5.43K $948M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.3K
+ 11.76%
$41.95 - $43.42 $96.5K - $99.9K
21.9K $949M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.24K
+ 11.94%
$24.06 - $26.97 $54K - $60.5K
21K $564M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
744
+ 4.77%
$50.85 - $53.88 $37.8K - $40.1K
16.3K $878M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
70
+ 1.04%
$76.38 - $78.87 $5.35K - $5.52K
6.78K $533M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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