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Dfa Us Targeted Value Port fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dfa Us Targeted Value Port fund (DFFVX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dfa Us Targeted Value Port fund

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All positions including Dfa Us Targeted Value Port 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 Us Targeted Value Port fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 1.1k 34.14
2024-06-30 $35k 1.1k 31.56
2024-03-31 $36k 1.1k 32.61
2023-12-31 $35k 1.1k 31.79
2023-09-30 $30k 1.1k 27.60
2023-06-30 $31k 1.1k 28.62
2023-03-31 $29k 1.1k 26.90
2022-12-31 $29k 1.1k 27.00
2022-09-30 $26k 1.0k 25.19

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 Targeted Value Port fund

Coston, McIsaac & Partners

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