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
+10.83%
+6.82%
11,858.5
 
DFAT
Dimensional U.S. Targeted Value ETF
2,073,628
91,135.9
-3.25%
28.140
-0.98%
1.220
+14.16%
+1.20%
11,064.2
 
DFIV
Dimensional International Value ETF
1,952,148
59,345.3
-6.43%
18.320
-1.24%
1.310
+13.45%
+27.52%
12,578.8
 
DFUS
Dimensional U.S. Equity ETF
1,075,424
44,748.4
+0.65%
13.820
+0.09%
0.800
+16.59%
+8.47%
15,964.3
 
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
+15.29%
+30.19%
3,346.5
 
DFSV
Dimensional US Small Cap Value ETF
173,454
4,296.4
+96.55%
1.330
+0.65%
0.390
+15.66%
+0.46%
4,944.2
 
DFAS
Dimensional U.S. Small Cap ETF
60,750
3,107.4
-1.14%
0.960
-0.01%
0.060
+13.88%
+1.43%
10,637.5
 
VOO
Vanguard S&P 500 ETF
4,900
1,721.6
New Holding
0.530
+0.53%
0.000
+16.45%
+8.96%
664,077.8
 
VEU
Vanguard FTSE All-World ex-US ETF
34,072
1,708.4
New Holding
0.530
+0.53%
0.010
+11.97%
+20.86%
45,141.4
 
DFLV
Dimensional US Large Cap Value ETF
67,090
1,645.7
New Holding
0.510
+0.51%
0.620
+10.38%
+7.07%
3,824.4
 

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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