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Dfa Us Core Equity 1 Portfolio shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dfa Us Core Equity 1 Portfolio (DFEOX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dfa Us Core Equity 1 Portfolio

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All positions including Dfa Us Core Equity 1 Portfolio 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 Us Core Equity 1 Portfolio by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 5.9k 42.73
2024-06-30 $236k 5.9k 40.29
2024-03-31 $232k 5.8k 39.71
2023-12-31 $210k 5.8k 36.03
2023-09-30 $188k 5.8k 32.36
2023-06-30 $194k 5.8k 33.49
2023-03-31 $181k 5.8k 31.34
2022-12-31 $171k 5.8k 29.69
2022-09-30 $174k 6.2k 28.01

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Dfa Us Core Equity 1 Portfolio

Garde Capital
Ferguson Wellman Capital Management
Coston, McIsaac & Partners
Carderock Capital Management

View all funds holding Dfa Us Core Equity 1 Portfolio