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David Archibald

Squire Investment Management Company, Llc

Assets Managed
$359.772M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
8.87%(2Q avg: 8.26%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Squire Investment Management Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Squire Investment Management Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 359.772M in assets, with a quarterly growth rate of 8.87% and a 2-quarter average growth rate of 8.26%. The portfolio is managed by David Archibald, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 7.15%
12.16%
$43.722M
1.125M shares@ $38.87 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 9.87%
12.04%
$43.312M
1.707M shares@ $25.37 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 7.81%
9.2%
$33.072M
232,201 shares@ $142.44 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.04%
7.52%
$27.047M
433,098 shares@ $62.46 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.15%
5.83%
$20.964M
397,188 shares@ $52.79 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 5.4%
5.54%
$19.91M
199,377 shares@ $99.87 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 8.04%
4.62%
$16.606M
480,638 shares@ $34.55 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 10.39%
4.45%
$15.975M
191,163 shares@ $83.57 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.93%
4.02%
$14.441M
298,002 shares@ $48.47 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 14.55%
3.97%
$14.28M
239,804 shares@ $59.55 avg price

1-10 of 76