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 $74.7 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
$74.7 Million
Previous $53.7 Million
10.42%
% of portfolio
18.42%
Previous 19.31%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
622Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$783 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$681 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$427 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$317 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio