Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Equius Partners Inc.
  City: NOVATO
  State: CA
  Zip: 94949
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $323,872,000
  Total Value Change : $45,559,000
  Securities Held Change : 10
   
All Securities Held : 28
  New Positions : 10
  Closed Positions : 0
  Increased Positions : 5
  Unchanged Positions : 8
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 4 - $57.82 $44,748,000 1,075,424 13.82% 3,270,000 6,957 1.195    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 5 - $0.00 $10,958,000 493,367 3.38% 8,723,000 372,961 0.548    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 6 - $0.00 $4,296,000 173,454 1.33% 2,373,000 85,205 0.193    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 13 - $0.00 $741,000 30,850 0.23% 262,000 8,416 0.034    N/A
   (PTY)1 Year Chart         PTY Pimco Corporate Opportunity... 24 - $14.60 $152,000 12,624 0.05% 8,000 347 0.016    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results