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Squire Investment Management Company, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squire Investment Management Company, LLC on DFAC, newest first. How the timeline and the estimate are built.

Squire Investment Management Company, LLC held 1,139,447 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,139,447 shares
    Change vs previous 13F +14,343 shares

    12.17% of the 13F portfolio, value $50,545,856.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,125,104 shares
    Change vs previous 13F +75,004 shares

    12.15% of the 13F portfolio, value $43,721,545.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,050,100 shares
    Change vs previous 13F +20,516 shares

    12.58% of the 13F portfolio, value $41,573,470.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,029,584 shares
    Change vs previous 13F +37,032 shares

    12.94% of the 13F portfolio, value $39,711,073.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 992,552 shares
    Change vs previous 13F +18,796 shares

    13.11% of the 13F portfolio, value $35,573,061.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 973,756 shares
    Change vs previous 13F +42,201 shares

    13.39% of the 13F portfolio, value $32,124,225.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 931,555 shares
    Change vs previous 13F +27,000 shares

    14.18% of the 13F portfolio, value $32,222,472.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 904,555 shares
    Change vs previous 13F not available

    14.75% of the 13F portfolio, value $31,017,199.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).