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Equius Partners, Inc.

13F
Equius Partners, Inc.
Last update 2023-01-27 28 Stocks (10 new)
Value $324.00 Mil Turnover 6 %
Countries:
Portfolio Report
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
99425.290
-1.94%
30.700
-0.63%
1.230
+1.29%
+12.20%
11339.086
 
DFAT
Dimensional U.S. Targeted Value ETF
2,073,628
91135.930
-3.25%
28.140
-0.98%
1.220
-1.96%
+6.33%
10620.505
 
DFIV
Dimensional International Value ETF
1,952,148
59345.290
-6.43%
18.320
-1.24%
1.310
-0.57%
+6.72%
7860.025
 
DFUS
Dimensional U.S. Equity ETF
1,075,424
44748.400
+0.65%
13.820
+0.09%
0.800
+6.79%
+21.36%
11480.819
 
DISV
Dimensional International Small Cap Value ETF
493,367
10957.680
+309.75%
3.380
+2.56%
1.420
-1.36%
+6.79%
2148.720
 
DFSV
Dimensional US Small Cap Value ETF
173,454
4296.440
+96.55%
1.330
+0.65%
0.390
-2.28%
+5.80%
3912.865
 
DFAS
Dimensional U.S. Small Cap ETF
60,750
3107.360
-1.14%
0.960
-0.01%
0.060
+0.11%
+8.99%
8957.210
 
VOO
Vanguard S&P 500 ETF
4,900
1721.570
New Holding
0.530
+0.53%
0.000
+7.04%
+22.06%
489672.512
 
VEU
Vanguard FTSE All-World ex-US ETF
34,072
1708.370
New Holding
0.530
+0.53%
0.010
+2.32%
+7.82%
39003.345
 
DFLV
Dimensional US Large Cap Value ETF
67,090
1645.720
New Holding
0.510
+0.51%
0.620
+2.22%
+14.16%
2623.258
 

Equius Partners, Inc.'s Historical Top Holdings Breakdowns

Equius Partners, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DISV
Dimensional International Small Cap Value ETF2022-12-31Add
+2.56%
18.45 ($20.85) 22.54
$27.53
32.04%
Add 309.75%
493,367
372,961
DFIV
Dimensional International Value ETF2022-12-31Reduce
-1.24%
25.88 ($29.02) 31.1
$36.67
26.36%
Reduce -6.43%
1,952,148
-134,130
DFAT
Dimensional U.S. Targeted Value ETF2022-12-31Reduce
-0.98%
40.08 ($43.77) 46.72
$55.64
27.12%
Reduce -3.25%
2,073,628
-69,653
DFSV
Dimensional US Small Cap Value ETF2022-12-31Add
+0.65%
22.47 ($24.73) 26.46
$30.81
24.59%
Add 96.55%
173,454
85,205
DFUV
Dimensional US Marketwide Value ETF2022-12-31Reduce
-0.63%
30.23 ($33.23) 35.36
$41.76
25.67%
Reduce -1.94%
2,969,692
-58,899
VOO
Vanguard S&P 500 ETF2022-12-31New Buy
+0.53%
326.08 ($351.8) 372.75
$533.16
51.55%
New holding
4,900
4,900
VEU
Vanguard FTSE All-World ex-US ETF2022-12-31New Buy
+0.53%
43.49 ($48.01) 51.57
$60.53
26.08%
New holding
34,072
34,072
DFLV
Dimensional US Large Cap Value ETF2022-12-31New Buy
+0.51%
24.08 ($24.53) 25.15
$30.88
25.89%
New holding
67,090
67,090
VB
Vanguard Small Cap ETF2022-12-31New Buy
+0.24%
171.8 ($184.36) 195.41
$239.06
29.67%
New holding
4,323
4,323
VO
Vanguard Mid-Cap ETF2022-12-31New Buy
+0.24%
185.56 ($202.74) 216.08
$265.83
31.12%
New holding
3,886
3,886

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

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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

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

Equius Partners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

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