Squire Investment Management Company, LLC Portfolio Holdings

Squire Investment Management Company, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $39.7B, Ea Series Trust with a value of $33.2B, Ishares Core S&P Total U.S. St with a value of $29.2B, Dimensional ETF Tr U S Target with a value of $24.9B, and Dimensional ETF Tr with a value of $18.9B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $271B to 307B.

Squire Investment Management Company, LLC is based out at Orem, UT

Below you can find more details about Squire Investment Management Company, LLC portfolio as well as his latest detailed transactions.