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Vista Capital Partners’s Dimensional International Value ETF DFIV Stock Holding History

Vista Capital Partners’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,295
Closed -$211K – 87
2022
Q1 		$211K Hold
6,295
– – 0.03% 84
2021
Q4 		$207K Hold
6,295
– – 0.03% 93
2021
Q3 		$206K Buy
+6,295
New +$208K 0.03% 74

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IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

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

Vista Capital Partners sold out of Dimensional International Value ETF (DFIV) in Q2 2022, closing a stake of 6,295 shares — an estimated $211K sold.

Vista Capital Partners first reported a position in DFIV in Q3 2021 and held it in 3 quarters. The position peaked at $211K in Q1 2022. 302 funds tracked by Wall St. Rank hold DFIV as of Q2 2022.

  • Vista Capital Partners reported no remaining Dimensional International Value ETF position as of Q2 2022 after selling out during the quarter.
  • Vista Capital Partners sold 6,295 Dimensional International Value ETF shares in Q2 2022, an estimated $211K.
  • Vista Capital Partners first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 3 quarters.
  • Vista Capital Partners's Dimensional International Value ETF position peaked at $211K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2022.

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