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Vista Capital Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vista Capital Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,688
Closed -$207K – 85
2022
Q1 		$207K Hold
3,688
– – 0.03% 87
2021
Q4 		$221K Hold
3,688
– – 0.03% 86
2021
Q3 		$212K Buy
3,688
+8
+0.2% +$461 0.03% 71
2021
Q2 		$215K Buy
+3,680
New +$214K 0.03% 68

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IFA
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Vista Capital Partners's DFAS Position: Q2 2022 in Review

Vista Capital Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2022, closing a stake of 3,688 shares — an estimated $207K sold.

Vista Capital Partners first reported a position in DFAS in Q2 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 358 funds tracked by Wall St. Rank hold DFAS as of Q2 2022.

  • Vista Capital Partners reported no remaining Dimensional US Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Vista Capital Partners sold 3,688 Dimensional US Small Cap ETF shares in Q2 2022, an estimated $207K.
  • Vista Capital Partners first reported a position in Dimensional US Small Cap ETF in Q2 2021 and held it in 4 quarters.
  • Vista Capital Partners's Dimensional US Small Cap ETF position peaked at $221K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2022.

Based on Vista Capital Partners's 13F filing for Q2 2022, filed 8 Aug 2022.