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%)
Portfolio Report
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
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)

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

Size field:

Equius Partners, Inc.'s Holdings Bubble Chart

Equius Partners, Inc. News

  • 1

Discussions on Equius Partners, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.