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  Name: Equius Partners Inc.
  City: NOVATO
  State: CA
  Zip: 94949
   
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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

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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 1 - $39.44 $99,425,000 2,969,692 30.7% 9,748,000 -58,899 0.33    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 2 - $52.12 $91,136,000 2,073,628 28.14% 7,612,000 -69,653 0.23    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 3 - $37.28 $59,345,000 1,952,148 18.32% 5,602,000 -134,130 0.217    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 7 - $59.95 $3,107,000 60,750 0.96% 248,000 -700 0.068    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 17 - $196.89 $254,000 1,954 0.08% -45,000 -211 0    Personal Computers

      5 Records Found
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