Number of Shares
60,750.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
0.96%
Total Estimate Gain
$379,747.38
% of Total Estimate Gain
9.13%

Equius Partners, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2022-12-31, Equius Partners, Inc. held 60,750.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $3.11 Mil. This investment constitutes 0.96% of their stock portfolio, and Equius Partners, Inc. now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2021Q4. In addition, there have been 4 sales at an average price of $51.90 for 9,525.00 shares. Based on historical transaction data and DFAS's current price of $66.55, Equius Partners, Inc.'s estimated gain on his DFAS holdings is $379,747.38, reflecting a 9.13% gain to date.

Equius Partners, Inc. DFAS ($66.55) Holding Chart

Equius Partners, Inc. DFAS ($66.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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