Squire Investment Management Company, LLC
Annual return '25
+21.9%
SPY '25
+17.7%
Alpha
+4.2ptsvs SPY
Invested
$719.5M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +2.0% (1.03M → 1.05M shares)
12.2%
02
$BSVO
EA SERIES TRUST
Q4 2025: Increased +6.0% (1.47M → 1.55M shares)
12.0%
03
$ITOT
ISHARES TR
Q4 2025: Increased +7.4% (200.6k → 215.4k shares)
9.2%
04
$DFAT
DIMENSIONAL ETF TRUST
Q4 2025: Increased +1.2% (427.9k → 433.3k shares)
7.5%
05
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Sold 2.7% (409.0k → 397.8k shares)
5.8%
06
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Increased +2.6% (184.3k → 189.2k shares)
5.5%
07
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Increased +0.8% (441.2k → 444.9k shares)
4.6%
08
$IDEV
ISHARES TR
Q4 2025: Increased +6.2% (163.0k → 173.2k shares)
4.4%
09
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.0% (286.6k → 295.3k shares)
4.0%
10
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +15.8% (180.9k → 209.4k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.