Vista Capital Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,779
Closed -$549K 86
2022
Q1
$549K Hold
11,779
0.07% 41
2021
Q4
$560K Hold
11,779
0.07% 44
2021
Q3
$523K Hold
11,779
0.08% 44
2021
Q2
$528K Buy
+11,779
New +$529K 0.08% 42

Other funds holding DFAT

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

Vista Capital Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2022, closing a stake of 11,779 shares — an estimated $549K sold.

Vista Capital Partners first reported a position in DFAT in Q2 2021 and held it in 4 quarters. The position peaked at $560K in Q4 2021. 399 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Vista Capital Partners reported no remaining Dimensional US Targeted Value ETF position as of Q2 2022 after selling out during the quarter.
  • Vista Capital Partners sold 11,779 Dimensional US Targeted Value ETF shares in Q2 2022, an estimated $549K.
  • Vista Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and held it in 4 quarters.
  • Vista Capital Partners's Dimensional US Targeted Value ETF position peaked at $560K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2022.

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