Number of Shares
1.95 Mil
Current Holdings Value*
$59.35 Mil
% of Portfolio
18.32%
Total Estimate Gain
$22.96 Mil
% of Total Estimate Gain
33.74%

Equius Partners, Inc.'s Dimensional International Value ETF Holding Summary

As of 2022-12-31, Equius Partners, Inc. held 1.95 Mil shares of Dimensional International Value ETF(DFIV), totaling $59.35 Mil. This investment constitutes 18.32% of their stock portfolio, and Equius Partners, Inc. now holds 1.31% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2021Q4. And since then Equius Partners, Inc. has made 3 purchases of DFIV, at an average price of $32.62, for a total of 2.09 Mil shares. In addition, there have been 1 sales at an average price of $29.02 for 134,130.00 shares. Based on historical transaction data and DFIV's current price of $44.63, Equius Partners, Inc.'s estimated gain on his DFIV holdings is $22.96 Mil, reflecting a 33.74% gain to date.

Equius Partners, Inc. DFIV ($44.63) Holding Chart

Equius Partners, Inc. DFIV ($44.63) 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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