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Vista Capital Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Vista Capital Partners’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,987
Closed -$472K – 95
2024
Q1 		$472K Buy
+7,987
New +$449K 0.06% 47

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FPF
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DPW
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SIS
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APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Vista Capital Partners's DFAW Position: Q2 2024 in Review

Vista Capital Partners sold out of Dimensional World Equity ETF (DFAW) in Q2 2024, closing a stake of 7,987 shares — an estimated $472K sold.

Vista Capital Partners first reported a position in DFAW in Q1 2024 and held it in 1 quarter. The position peaked at $472K in Q1 2024. 75 funds tracked by Wall St. Rank hold DFAW as of Q2 2024.

  • Vista Capital Partners reported no remaining Dimensional World Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Vista Capital Partners sold 7,987 Dimensional World Equity ETF shares in Q2 2024, an estimated $472K.
  • Vista Capital Partners first reported a position in Dimensional World Equity ETF in Q1 2024 and held it in 1 quarter.
  • Vista Capital Partners's Dimensional World Equity ETF position peaked at $472K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2024.

Based on Vista Capital Partners's 13F filing for Q2 2024, filed 8 Aug 2024.