Dfa Investment Grade Portfolio Instl non-fidelity mutual fund shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund (DFAPX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund
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All positions including Dfa Investment Grade Portfolio Instl non-fidelity mutual fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 9.3k | 10.24 |
| 2025-06-30 | $93k | 9.3k | 10.05 |
| 2023-06-30 | $38k | 3.9k | 9.83 |
| 2023-03-31 | $38k | 3.9k | 9.87 |
| 2022-12-31 | $44k | 4.6k | 9.63 |
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