EP

Equius Partners, Inc.

13F
Equius Partners, Inc.
Last update 2023-01-27 28 Stocks (10 new)
Value $324.00 Mil Turnover 6 %
Countries:
Top Holdings: DFUV(30.70%)DFAT(28.14%)DFIV(18.32%)DFUS(13.82%)DISV(3.38%)
Summary Stock Picks Current Portfolio
Equius Partners, Inc. Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUV
Dimensional US Marketwide Value ETF
2,969,692
99,425.3
-1.94%
30.700
-0.63%
1.230
+13.09%
+7.16%
11,896.9
 
DFAT
Dimensional U.S. Targeted Value ETF
2,073,628
91,135.9
-3.25%
28.140
-0.98%
1.220
+18.21%
+2.74%
11,232.5
 
DFIV
Dimensional International Value ETF
1,952,148
59,345.3
-6.43%
18.320
-1.24%
1.310
+15.42%
+28.40%
12,665.4
 
DFUS
Dimensional U.S. Equity ETF
1,075,424
44,748.4
+0.65%
13.820
+0.09%
0.800
+19.14%
+8.51%
15,968.9
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
493,367
10,957.7
+309.75%
3.380
+2.56%
1.420
+17.68%
+31.25%
3,373.8
 
DFSV
Dimensional US Small Cap Value ETF
173,454
4,296.4
+96.55%
1.330
+0.65%
0.390
+19.85%
+2.03%
5,021.5
 
DFAS
Dimensional U.S. Small Cap ETF
60,750
3,107.4
-1.14%
0.960
-0.01%
0.060
+17.85%
+2.69%
10,770.3
 
VOO
Vanguard S&P 500 ETF
4,900
1,721.6
New Holding
0.530
+0.53%
0.000
+18.66%
+8.74%
662,745.7
 
VEU
Vanguard FTSE All-World ex-US ETF
34,072
1,708.4
New Holding
0.530
+0.53%
0.010
+14.00%
+21.56%
45,404.4
 
DFLV
Dimensional US Large Cap Value ETF
67,090
1,645.7
New Holding
0.510
+0.51%
0.620
+12.47%
+7.37%
3,835.2
 

Equius Partners, Inc.'s Historical Top Holdings Breakdowns

Equius Partners, Inc. Total Holding History ($B)

To

Equius Partners, Inc.'s Asset Allocation

To

Equius Partners, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Equius Partners, Inc.'s Hypothetical Growth since 2022-12-31

Equius Partners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Equius Partners, Inc.'s Holdings Heat Map

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Equius Partners, Inc.'s Holdings Bubble Chart

Equius Partners, Inc. News

  • 1

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