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Squire Investment Management Company, LLC: DFAU position timeline

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

Squire Investment Management Company, LLC held 28,448 DFAU 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 28,448 shares
    Change vs previous 13F -3,355 shares

    0.35% of the 13F portfolio, value $1,470,477.

    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 31,803 shares
    Change vs previous 13F +5,522 shares

    0.4% of the 13F portfolio, value $1,434,951.

    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 26,281 shares
    Change vs previous 13F +121 shares

    0.37% of the 13F portfolio, value $1,229,951.

    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 26,160 shares
    Change vs previous 13F -1 shares

    0.39% of the 13F portfolio, value $1,197,082.

    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 26,161 shares
    Change vs previous 13F -309 shares

    0.41% of the 13F portfolio, value $1,108,180.

    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 26,470 shares
    Change vs previous 13F +8,500 shares

    0.42% of the 13F portfolio, value $1,017,507.

    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 17,970 shares
    Change vs previous 13F +9,290 shares

    0.32% of the 13F portfolio, value $727,605.

    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 8,680 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $344,500.

    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).