Equius Partners, Inc. Dimensional ETF Tr Transaction History
Equius Partners, Inc.
- $322 Million
- Q4 2022
A detailed history of Equius Partners, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Equius Partners, Inc. holds 1,952,148 shares of DFIV stock, worth $74.6 Million. This represents 18.42% of its overall portfolio holdings.
Number of Shares
1,952,148
Previous 2,086,278
6.43%
Holding current value
$74.6 Million
Previous $53.7 Million
10.42%
% of portfolio
18.42%
Previous 19.31%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$639 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$560 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$427 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$278 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$256 Million0.04% of portfolio