Number of Shares
1.08 Mil
Current Holdings Value*
$44.75 Mil
% of Portfolio
13.82%
Total Estimate Gain
$20.02 Mil
% of Total Estimate Gain
36.33%

Equius Partners, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary

As of 2022-12-31, Equius Partners, Inc. held 1.08 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $44.75 Mil. This investment constitutes 13.82% of their stock portfolio, and Equius Partners, Inc. now holds 0.8% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q4. And since then Equius Partners, Inc. has made 1 purchases of DFUS, at an average price of $50.09, for a total of 1.10 Mil shares. In addition, there have been 3 sales at an average price of $44.38 for 24,536.00 shares. Based on historical transaction data and DFUS's current price of $68.83, Equius Partners, Inc.'s estimated gain on his DFUS holdings is $20.02 Mil, reflecting a 36.33% gain to date.

Equius Partners, Inc. DFUS ($68.83) Holding Chart

Equius Partners, Inc. DFUS ($68.83) 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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