Institutions / Equius Partners, Inc.
Equius Partners, Inc.
CIK 1911084 · Institution · as of Dec 31, 2022
Portfolio value
$323.87M
Positions
28
As of
Dec 31, 2022
Portfolio trend
Portfolio value
$323.87M+16.4%Positions
28+55.6%Top holdings
Dec 31, 2022View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF TrustDFUV | $99.43M | 30.7% |
| Dimensional ETF TrustDFAT | $91.14M | 28.1% |
| Dimensional ETF TrustDFIV | $59.35M | 18.3% |
| Dimensional ETF TrustDFUS | $44.75M | 13.8% |
| Dimensional ETF TrustDISV | $10.96M | 3.4% |
| Dimensional ETF TrustDFSV | $4.30M | 1.3% |
| Dimensional ETF TrustDFAS | $3.11M | 1.0% |
| Vanguard Index FdsVOO | $1.72M | 0.5% |
| Vanguard Intl Equity Index FVEU | $1.71M | 0.5% |
| Dimensional ETF TrustDFLV | $1.65M | 0.5% |
| 2U, Inc.TWOU | $819.6K | 0.3% |
| Vanguard Index FdsVB | $793.4K | 0.2% |
| Vanguard Index FdsVO | $792.0K | 0.2% |
| Dimensional ETF TrustDUHP | $740.7K | 0.2% |
| American Centy ETF TrAVSF | $307.4K | 0.1% |
| SPDR Ser TrSPYG | $270.6K | 0.1% |
| iShares TrIGV | $263.3K | 0.1% |
| Apple Inc.AAPL | $253.9K | 0.1% |
| Invesco Exchange Traded Fd TXMMO | $232.3K | 0.1% |
| Deere & CoDE | $231.1K | 0.1% |
| Dimensional ETF Trust | $214.7K | 0.1% |
| McDonalds CorpMCD | $209.2K | 0.1% |
| Amgen IncAMGN | $206.7K | 0.1% |
| GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.) | $193.5K | 0.1% |
| PIMCO Corporate & Income Opportunity FundPTY | $151.6K | 0.0% |
Activity
Dec 31, 2022View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2022 as of | New Other (per filing) | DFUV Dfuv | $94.55M | +3.0M | 2,992,221 29.19% of portfolio | high |
| Q4 2022 as of | Add Other (per filing) | DISV Disv | $8.28M | +373K +309.75% | 493,367 3.38% of portfolio | medium |
| Q4 2022 as of | Trim Other (per filing) | DFIV Dfiv | $-4.08M | -134K -6.43% | 1,952,148 18.32% of portfolio | low |
| Q4 2022 as of | Trim Other (per filing) | DFAT Dfat |