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Vista Capital Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Vista Capital Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,718
Closed -$231K – 88
2022
Q1 		$231K Hold
4,718
– – 0.03% 76
2021
Q4 		$244K Hold
4,718
– – 0.03% 79
2021
Q3 		$222K Buy
4,718
+13
+0.3% +$629 0.03% 70
2021
Q2 		$222K Buy
+4,705
New +$219K 0.03% 66

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BSW
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Envestnet Asset Management
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Mercer Global Advisors
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TWA
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MRWM
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SFA
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Creative Planning
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GCM
G2 Capital Management Columbus, Ohio $459M AUM 18.56% 1-Year Est. Return

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

Vista Capital Partners sold out of Dimensional US Equity ETF (DFUS) in Q2 2022, closing a stake of 4,718 shares — an estimated $231K sold.

Vista Capital Partners first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2021. 386 funds tracked by Wall St. Rank hold DFUS as of Q2 2022.

  • Vista Capital Partners reported no remaining Dimensional US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Vista Capital Partners sold 4,718 Dimensional US Equity ETF shares in Q2 2022, an estimated $231K.
  • Vista Capital Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
  • Vista Capital Partners's Dimensional US Equity ETF position peaked at $244K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2022.

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