StockDriftsStockDriftsTop 27 Equius Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 30.7% | 2.97M | $99.4M | — | — | — | 2022-12-31 |
| DFAT | DIMENSIONAL ETF TRUST | 28.14% | 2.07M | $91.1M | — | — | — | 2022-12-31 |
| DFIV | DIMENSIONAL ETF TRUST | 18.32% | 1.95M | $59.3M | — | — | — | 2022-12-31 |
| DFUS | DIMENSIONAL ETF TRUST | 13.82% | 1.08M | $44.7M | — | — | — | 2022-12-31 |
| DISV | DIMENSIONAL ETF TRUST | 3.38% | 493.4K | $11.0M | — | — | — | 2022-12-31 |
| DFSV | DIMENSIONAL ETF TRUST | 1.33% | 173.5K | $4.3M | — | — | — | 2022-12-31 |
| DFAS | DIMENSIONAL ETF TRUST | 0.96% | 60.8K | $3.1M | — | — | — | 2022-12-31 |
| VOO | VANGUARD INDEX FDS | 0.53% | 4.9K | $1.7M | — | — | — | 2022-12-31 |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.53% | 34.1K | $1.7M | — | — | — | 2022-12-31 |
| DFLV | DIMENSIONAL ETF TRUST | 0.51% | 67.1K | $1.6M | — | — | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Equius Partners, Inc. reports $323.87M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (30.7%), DFAT (28.1%) and DFIV (18.3%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Equius Partners, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911084). View Equius Partners, Inc.’s 13F filings on SEC