Equius Partners, Inc. has filed its 13F form on January 27, 2023 for Q4 2022 where it was disclosed a total value porftolio of $322 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $99.4M, Dimensional ETF Tr U S Target with a value of $91.1M, Dimensional ETF Tr with a value of $59.3M, Dimensional ETF Tr U S Equity with a value of $44.7M, and Dimensional ETF Tr Dimensional with a value of $11M.

Examining the 13F form we can see an increase of $43.9M in the current position value, from $278M to 322M.

Below you can find more details about Equius Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $320 Billion
Consumer Defensive: $820 Million
Industrials: $425 Million
Technology: $285 Million
Healthcare: $261 Million
Consumer Cyclical: $209 Million
Financial Services: $152 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $322 Million
  • Prior Value $278 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 27, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 10 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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