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 $84.5 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
$84.5 Million
Previous $53.7 Million
10.42%
% of portfolio
18.42%
Previous 19.31%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
691Shares Held
227MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$867 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$826 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$483 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$367 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$316 Million0.15% of portfolio