Equita Financial Network, Inc.

RIA/Wealth

Equita Financial Network, Inc. is a RIA/Wealth based in Sunny Isles Beach, FL led by Bridget Venus Grimes, reporting $412.3M in AUM as of Q3 2025 with 96% ETF concentration, 64% concentrated in top 10 holdings, and 17% allocation to VTI.

FounderBridget Venus Grimes

Portfolio Value: $295.8M
Positions: 91
Top Holding: VTI at 16.52%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in Equita Financial Network, Inc.'s portfolio (64.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$48.9M	16.52%	+$2.6M Bought	— 148.9K shares	Q3 2023 Held for 2y 2m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$31.0M	10.46%	+$747.7K Bought	— 516.6K shares	Q3 2023 Held for 2y 2m
3 Dimensional US Small Cap Value DFSV	ETF ETF	$17.8M	6.02%	-$8.5M Sold	— 559.7K shares	Q3 2023 Held for 2y 2m
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$16.5M	5.59%	+$1.5M Bought	— 196.7K shares	Q3 2023 Held for 2y 2m
5 DISV Dimensional International Small Cap Value DISV	ETF ETF	$15.9M	5.37%	+$361.3K Bought	— 445.1K shares	Q3 2023 Held for 2y 2m
6 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$15.7M	5.30%	+$15.7M New	— 290.6K shares	Q3 2025 Held for 2 months
7 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$15.0M	5.06%	+$282.0K Bought	— 467.0K shares	Q3 2023 Held for 2y 2m
8 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$11.2M	3.80%	+$1.2M Bought	— 388.9K shares	Q3 2023 Held for 2y 2m
9 DFLV Dimensional US Large Cap Value DFLV	ETF ETF	$9.5M	3.20%	+$9.5M New	— 287.3K shares	Q3 2025 Held for 2 months
10 Avantis Real Estate AVRE	ETF ETF	$8.4M	2.83%	+$822.7K Bought	— 188.3K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Equita Financial Network, Inc.'s latest filing

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Market Value

$295.8M

Prior: $251.3M

Q/Q Change

+17.7%

+$44.5M

Net Flows % of MV

+9.92%

Turnover Ratio

8.8%

New Purchases

8 stocks

$26.9M

Added To

40 stocks

+$13.5M

Sold Out Of

0 stocks

Reduced Holdings

37 stocks

-$11.1M

Increased Positions

Position	Shares Δ	Change
1 DFGX Dimensional Global ex US Core Fixed Income DFGX	New	0 → 290.6K +$15.7M
2 DFLV Dimensional US Large Cap Value DFLV	New	0 → 287.3K +$9.5M
3 iShares Broad USD High Yield Corporate Bond USHY	New	0 → 12.7K +$480.8K
4 Vanguard Russell 1000 Growth VONG	New	0 → 2.8K +$338.8K
5 BTC Grayscale Bitcoin Mini Trust BTC	New	0 → 5.6K +$286.0K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Total International Stock VXUS	-41.55%	9.1K → 5.3K −$278.4K
2 Duolingo DUOL	-39.37%	1.3K → 813.0 −$169.9K
3 Dimensional US Small Cap Value DFSV	-32.34%	827.2K → 559.7K −$8.5M
4 Berkshire Hathaway BRK.B	-32.08%	795.0 → 540.0 −$128.2K
5 SPDR S&P 600 Small Cap Value ETF SLYV	-19.02%	9.2K → 7.5K −$155.1K