The Analysis of Equita Financial Network, Inc.'s Holdings


Currently, Equita Financial Network, Inc. holds 91 types of securities in its portfolio with a total value $295.8M. In the most recent quarter, they have increased their positions in DFGX (+290.6K shares, valued at $15.7M), DFLV (+287.3K shares, valued at $9.5M), VTI (+8.0K shares, valued at $2.6M); decreased their positions in DFSV (-267.5K shares, valued at $8.5M), AVUV (-4.3K shares, valued at $424.6K), VXUS (-3.8K shares, valued at $278.4K); initiated new positions in DFGX (+290.6K shares, valued at $15.7M), DFLV (+287.3K shares, valued at $9.5M), USHY (+12.7K shares, valued at $480.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS148.9K shares5.65%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS516.6K shares2.48%2025-09-302025-10-24history
DFSV DIMENSIONAL ETF TRUST559.7K shares-32.34%2025-09-302025-10-24history
VCIT VANGUARD SCOTTSDALE FDS196.7K shares10.29%2025-09-302025-10-24history
DISV DIMENSIONAL ETF TRUST445.1K shares2.33%2025-09-302025-10-24history
DFGX DIMENSIONAL ETF TRUST290.6K sharesnew addition2025-09-302025-10-24history
DFEM DIMENSIONAL ETF TRUST467.0K shares1.92%2025-09-302025-10-24history
SPTI SPDR SERIES TRUST388.9K shares12.39%2025-09-302025-10-24history
Sponsored
DFLV DIMENSIONAL ETF TRUST287.3K sharesnew addition2025-09-302025-10-24history
AVRE AMERICAN CENTY ETF TR188.3K shares10.89%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR268.4K shares-0.49%2025-09-302025-10-24history
STIP ISHARES TR66.3K shares11.08%2025-09-302025-10-24history
MUNI PIMCO ETF TR128.2K shares1.29%2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS73.3K shares8.20%2025-09-302025-10-24history
AVUV AMERICAN CENTY ETF TR45.0K shares-8.66%2025-09-302025-10-24history
DFSU DIMENSIONAL ETF TRUST90.9K shares15.12%2025-09-302025-10-24history
Sponsored
VOO VANGUARD INDEX FDS6.0K shares19.66%2025-09-302025-10-24history
SPDW SPDR INDEX SHS FDS76.8K shares-0.79%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS62.2K shares-1.18%2025-09-302025-10-24history
SUB ISHARES TR28.7K shares6.55%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR4.6K shares-0.17%2025-09-302025-10-24history
DMXF ISHARES TR37.3K shares-0.49%2025-09-302025-10-24history
AVDV AMERICAN CENTY ETF TR31.1K shares-1.88%2025-09-302025-10-24history
USXF ISHARES TR44.8K shares-1.90%2025-09-302025-10-24history
Sponsored
AVEM AMERICAN CENTY ETF TR33.8K shares-0.25%2025-09-302025-10-24history
SPTM SPDR SERIES TRUST30.3K shares-0.09%2025-09-302025-10-24history
NULV NUSHARES ETF TR46.0K shares-5.36%2025-09-302025-10-24history
NULG NUSHARES ETF TR19.6K shares-1.23%2025-09-302025-10-24history
NYF ISHARES TR34.6K shares49.88%2025-09-302025-10-24history
MUB ISHARES TR16.8K shares-6.76%2025-09-302025-10-24history
DFSI DIMENSIONAL ETF TRUST43.6K shares36.77%2025-09-302025-10-24history
MSFT MICROSOFT CORP2.8K shares-1.35%2025-09-302025-10-24history
Sponsored
NVDA NVIDIA CORPORATION7.0K shares3.75%2025-09-302025-10-24history
LOW LOWES COS INC4.8K shares-4.27%2025-09-302025-10-24history
AAPL APPLE INC4.3K shares-17.53%2025-09-302025-10-24history
AMZN AMAZON COM INC4.5K shares41.93%2025-09-302025-10-24history
ESGE ISHARES INC22.8K shares-0.45%2025-09-302025-10-24history
IGSB ISHARES TR18.6K shares-5.88%2025-09-302025-10-24history
QQQ INVESCO QQQ TR1.6K shares22.28%2025-09-302025-10-24history
IEMG ISHARES INC14.2K shares9.19%2025-09-302025-10-24history
Sponsored
BNDX VANGUARD CHARLOTTE FDS18.9K shares-15.60%2025-09-302025-10-24history
NUSC NUSHARES ETF TR21.0K shares-1.36%2025-09-302025-10-24history
DFSE DIMENSIONAL ETF TRUST21.2K shares66.47%2025-09-302025-10-24history
VCEB VANGUARD WORLD FD12.9K shares37.73%2025-09-302025-10-24history
BGRN ISHARES TR17.1K shares38.14%2025-09-302025-10-24history
DFGR DIMENSIONAL ETF TRUST29.6K shares-1.89%2025-09-302025-10-24history
IJR ISHARES TR6.4K shares-2.67%2025-09-302025-10-24history
TDVG T ROWE PRICE ETF INC16.1K shares3.04%2025-09-302025-10-24history
Sponsored
IJH ISHARES TR10.7K shares0.87%2025-09-302025-10-24history
DFGP DIMENSIONAL ETF TRUST12.3K shares155.26%2025-09-302025-10-24history
SLYV SPDR SERIES TRUST7.5K shares-19.02%2025-09-302025-10-24history
SHM SPDR SERIES TRUST13.2K shares-7.92%2025-09-302025-10-24history
IVV ISHARES TR949 shares26.87%2025-09-302025-10-24history
ESGD ISHARES TR6.8K shares1.06%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F11.4K shares8.73%2025-09-302025-10-24history
GBTC GRAYSCALE BITCOIN TRUST ETF6.2K shares-4.10%2025-09-302025-10-24history
Sponsored
IGIB ISHARES TR10.1K shares-12.22%2025-09-302025-10-24history
META META PLATFORMS INC706 shares5.06%2025-09-302025-10-24history
USHY ISHARES TR12.7K sharesnew addition2025-09-302025-10-24history
SCHR SCHWAB STRATEGIC TR18.5K shares-13.40%2025-09-302025-10-24history
CPNG COUPANG INC13.4K shares0.04%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS5.3K shares-41.55%2025-09-302025-10-24history
TSLA TESLA INC855 shares2.76%2025-09-302025-10-24history
Sponsored
DIS DISNEY WALT CO3.3K shares47.82%2025-09-302025-10-24history
DFIS DIMENSIONAL ETF TRUST11.8K shares0.92%2025-09-302025-10-24history
IWF ISHARES TR768 shares0.00%2025-09-302025-10-24history
VIGI VANGUARD WHITEHALL FDS3.9K shares2.18%2025-09-302025-10-24history
VONG VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2025-09-302025-10-24history
ESML ISHARES TR7.2K shares1.19%2025-09-302025-10-24history
AVGO BROADCOM INC979 shares-4.11%2025-09-302025-10-24history
TCHP T ROWE PRICE ETF INC6.4K shares4.35%2025-09-302025-10-24history
Sponsored
GOOGL ALPHABET INC1.2K shares8.36%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS1.6K sharesnew addition2025-09-302025-10-24history
SUSB ISHARES TR11.6K shares35.05%2025-09-302025-10-24history
BTC GRAYSCALE BITCOIN MINI TR ET5.6K sharesnew addition2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.890 shares-7.48%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR8.7K shares-11.63%2025-09-302025-10-24history
IWD ISHARES TR1.3K shares0.30%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL540 shares-32.08%2025-09-302025-10-24history
Sponsored
RBLX ROBLOX CORP1.9K shares-4.11%2025-09-302025-10-24history
DUOL DUOLINGO INC813 shares-39.37%2025-09-302025-10-24history
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-10-24history
NACP TIDAL TRUST III5.0K shares-9.57%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR10.0K shares0.33%2025-09-302025-10-24history
JUST GOLDMAN SACHS ETF TR2.4K shares-5.91%2025-09-302025-10-24history
TGRW T ROWE PRICE ETF INC4.6K sharesnew addition2025-09-302025-10-24history
WMT WALMART INC2.0K sharesnew addition2025-09-302025-10-24history
Sponsored
VTEC VANGUARD CALIF TAX FREE FDS2.0K sharesnew addition2025-09-302025-10-24history
PCT PURECYCLE TECHNOLOGIES INC14.2K shares0.00%2025-09-302025-10-24history
NVX NOVONIX LIMITED10.0K shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available