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Equius Partners

Latest statistics and disclosures from Equius Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUV, DFAT, DFIV, DFUS, DISV, and represent 94.36% of Equius Partners's stock portfolio.
Added to shares of these 10 stocks: DISV (+$8.3M), DFSV, VOO, VEU, DFLV, VB, VO, DFUS, IGV, DE.
Started 10 new stock positions in DFLV, AMGN, VO, VB, VEU, MCD, DE, DIHP, IGV, VOO.
Reduced shares in these 5 stocks: DFIV, DFAT, DFUV, DFAS, AAPL.
Equius Partners was a net buyer of stock by $9.5M.
Equius Partners has $324M in assets under management (AUM), dropping by 16.37%.
Central Index Key (CIK): 0001911084

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Portfolio Holdings for Equius Partners

Equius Partners holds 28 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV)	30.7	$99M		3.0M	33.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	28.1	$91M	-3%	2.1M	43.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	18.3	$59M	-6%	2.0M	30.40	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	13.8	$45M		1.1M	41.61	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$11M	+309%	493k	22.21	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.3	$4.3M	+96%	174k	24.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$3.1M		61k	51.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.7M	NEW	4.9k	351.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$1.7M	NEW	34k	50.14	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$1.6M	NEW	67k	24.53	View chart
2u (TWOU)	0.3	$820k		131k	6.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$793k	NEW	4.3k	183.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$792k	NEW	3.9k	203.81	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$741k	+37%	31k	24.01	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$307k		6.7k	45.88	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$271k		5.3k	50.67	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$263k	NEW	1.0k	255.85	View chart
Apple (AAPL)	0.1	$254k	-9%	2.0k	129.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$232k		3.1k	75.30	View chart
Deere & Company (DE)	0.1	$231k	NEW	539.00	428.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$215k	NEW	9.7k	22.05	View chart
McDonald's Corporation (MCD)	0.1	$209k	NEW	794.00	263.53	View chart
Amgen (AMGN)	0.1	$207k	NEW	787.00	262.64	View chart
Composecure Com Cl A (CMPO)	0.1	$194k		39k	4.91	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$152k	+2%	13k	12.01	View chart
Bright Health Group	0.0	$54k		83k	0.65	View chart
Kubient (KBNT)	0.0	$31k		48k	0.64	View chart
Aptose Biosciences Com New	0.0	$15k		25k	0.58	View chart

Past Filings by Equius Partners

SEC 13F filings are viewable for Equius Partners going back to 2021

Equius Partners 2022 Q4 filed Jan. 27, 2023
Equius Partners 2022 Q3 filed Nov. 3, 2022
Equius Partners 2022 Q2 filed July 28, 2022
Equius Partners 2022 Q1 filed May 11, 2022
Equius Partners 2021 Q4 filed Feb. 15, 2022

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