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 $90.3 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
$90.3 Million
Previous $53.7 Million
10.42%
% of portfolio
18.42%
Previous 19.31%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
745Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$978 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$922 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$397 Million2.4% of portfolio