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Squire Investment Management Company, LLC: DFUV position timeline

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

Squire Investment Management Company, LLC held 297,896 DFUV 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 297,896 shares
    Change vs previous 13F -106 shares

    3.95% of the 13F portfolio, value $16,387,260.

    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 298,002 shares
    Change vs previous 13F +2,728 shares

    4.01% of the 13F portfolio, value $14,441,189.

    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 295,274 shares
    Change vs previous 13F +8,719 shares

    4.16% of the 13F portfolio, value $13,756,834.

    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 286,555 shares
    Change vs previous 13F +5,745 shares

    4.17% of the 13F portfolio, value $12,806,153.

    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 280,810 shares
    Change vs previous 13F -9,164 shares

    4.38% of the 13F portfolio, value $11,872,666.

    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 289,974 shares
    Change vs previous 13F +6,299 shares

    4.98% of the 13F portfolio, value $11,949,817.

    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 283,675 shares
    Change vs previous 13F +17,701 shares

    5.11% of the 13F portfolio, value $11,607,983.

    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 265,974 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $11,088,465.

    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).