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Equius Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Equius Partners’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.65M Buy
+67,090
New +$1.65M 0.51% 10

Other funds holding DFLV

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $81.8M AUM 13.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Equius Partners's DFLV Position: Q4 2022 in Review

Equius Partners opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q4 2022: 67,090 shares worth $1.65M. The stake represents 0.51% of the portfolio and ranks #10 among its holdings.

38 funds tracked by Wall St. Rank hold DFLV as of Q4 2022.

  • Equius Partners held 67,090 shares of Dimensional US Large Cap Value ETF worth $1.65M as of Q4 2022.
  • Dimensional US Large Cap Value ETF was a new Equius Partners position in Q4 2022.
  • Dimensional US Large Cap Value ETF made up 0.51% of Equius Partners's portfolio in Q4 2022, its #10 holding.
  • 38 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.