Number of Shares
493,367.00
Current Holdings Value*
$10.96 Mil
% of Portfolio
3.38%
Total Estimate Gain
$6.46 Mil
% of Total Estimate Gain
61.94%

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

As of 2022-12-31, Equius Partners, Inc. held 493,367.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $10.96 Mil. This investment constitutes 3.38% of their stock portfolio, and Equius Partners, Inc. now holds 1.42% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.

The initial trade took place in 2022Q2. And since then Equius Partners, Inc. has made 3 purchases of DISV, at an average price of $21.13, for a total of 493,367.00 shares. Based on historical transaction data and DISV's current price of $34.21, Equius Partners, Inc.'s estimated gain on his DISV holdings is $6.46 Mil, reflecting a 61.94% gain to date.

Equius Partners, Inc. DISV ($34.21) Holding Chart

Equius Partners, Inc. DISV ($34.21) 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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