Number of Shares
67,090.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
0.51%
Total Estimate Gain
$498,478.70
% of Total Estimate Gain
30.29%

Equius Partners, Inc.'s Dimensional US Large Cap Value ETF Holding Summary

As of 2022-12-31, Equius Partners, Inc. held 67,090.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $1.65 Mil. This investment constitutes 0.51% of their stock portfolio, and Equius Partners, Inc. now holds 0.62% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.

The initial trade took place in 2022Q4. And since then Equius Partners, Inc. has made 1 purchases of DFLV, at an average price of $24.53, for a total of 67,090.00 shares. Based on historical transaction data and DFLV's current price of $31.96, Equius Partners, Inc.'s estimated gain on his DFLV holdings is $498,478.70, reflecting a 30.29% gain to date.

Equius Partners, Inc. DFLV ($31.96) Holding Chart

Equius Partners, Inc. DFLV ($31.96) 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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