Squire Investment Management Company, LLC Incresed Positions in Q1 2025

Squire Investment Management Company, LLC

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
30.1K
+ 22.12%
$63.74 - $71.96 $1.92M - $2.16M
166K $11.6B
VTI
Vanguard Total Stock Market Et

ETFs
7.44K
+ 37.52%
$271.18 - $303.12 $2.02M - $2.26M
27.3K $7.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
23.8K
+ 17.05%
$57.44 - $59.4 $1.37M - $1.42M
164K $9.72B
DFIV
Dimensional ETF Tr

ETFs
1.31K
+ 0.34%
$35.33 - $40.77 $46.4K - $53.6K
384K $15.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
13.4K
+ 10.12%
$63.77 - $71.36 $856K - $958K
146K $10.1B
AVUV
American Centy ETF Tr Avantis

ETFs
16.8K
+ 76.89%
$84.95 - $100.62 $1.43M - $1.69M
38.6K $3.36B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
43.9K
+ 12.74%
$25.35 - $27.46 $1.11M - $1.21M
388K $10.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.36K
+ 4.8%
$26.09 - $30.21 $192K - $222K
161K $4.68B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.6K
+ 11.03%
$46.74 - $47.55 $497K - $506K
107K $5.09B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.17K
+ 11.82%
$48.43 - $49.9 $396K - $408K
77.3K $3.86B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.3K
+ 2.22%
$39.96 - $43.3 $252K - $273K
290K $11.9B
IWN
Ishares Russell2000 Val ETF

ETFs
2.51K
+ 43.99%
$149.27 - $169.4 $375K - $425K
8.22K $1.24B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.99K
+ 31.99%
$42.38 - $43.28 $296K - $303K
28.9K $1.23B
DFAU
Dimensional ETF Tr

ETFs
8.5K
+ 47.3%
$37.84 - $42.29 $322K - $359K
26.5K $1.02B
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.54K
+ 9.04%
$25.54 - $28.79 $141K - $159K
66.8K $1.85B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.34K
+ 22.08%
$50.82 - $52.7 $220K - $228K
24K $1.26B
DFAI
Dimensional ETF Tr

ETFs
5.63K
+ 22.95%
$28.88 - $32.4 $163K - $182K
30.2K $942M
VTV
Vanguard Value ETF

ETFs
1.11K
+ 18.31%
$167.73 - $179.21 $187K - $200K
7.2K $1.24B
DFAX
Dimensional ETF Tr
421
+ 0.5%
$24.45 - $27.2 $10.3K - $11.5K
84.4K $2.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
116
+ 21.72%
$442.66 - $534.52 $51.3K - $62K
650 $346M
JPM
Jpmorgan Chase & CO

Financial Services
237
+ 10.69%
$225.19 - $279.95 $53.4K - $66.3K
2.46K $602M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.99K
+ 14.48%
$58.81 - $68.2 $176K - $204K
23.6K $1.41B
CVX
Chevron Corp

Energy
48
+ 2.85%
$146.71 - $167.97 $7.04K - $8.06K
1.73K $290M
VOE
Vanguard Mid Cap Value Index F

ETFs
267
+ 4.98%
$156.61 - $168.02 $41.8K - $44.9K
5.63K $904M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.64K
+ 6.27%
$59.61 - $66.71 $157K - $176K
44.8K $2.71B
DIV
Global X Superdividend Us ETF

ETFs
360
+ 2.62%
N/A
14.1K $265M
CL
Colgate Palmolive CO

Consumer Defensive
67
+ 2.51%
$85.68 - $97.5 $5.74K - $6.53K
2.74K $257M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12
+ 0.21%
$76.94 - $78.28 $923 - $939
5.8K $454M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.02%
$21.23 - $23.75 $42.5 - $47.5
12K $258M
NVDA
Nvidia Corp

Technology
102
+ 4.32%
$106.98 - $149.43 $10.9K - $15.2K
2.46K $267M
AAPL
Apple Inc.

Technology
458
+ 7.19%
$209.68 - $247.1 $96K - $113K
6.83K $1.52B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42.2K
+ 4.53%
$32.42 - $36.13 $1.37M - $1.52M
974K $32.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.49K
+ 4.29%
$120.29 - $134.6 $901K - $1.01M
182K $22.2B
Ea Series Trust
101K
+ 9.75%
N/A
1.13M $22B
NBHC
National Bank Holdings Corp

Financial Services
180
+ 0.17%
$38.11 - $44.09 $6.86K - $7.94K
107K $4.09B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.07K
+ 1.37%
$50.44 - $58.1 $306K - $353K
449K $23.1B
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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