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Dfa Us Sustainability Core 1 fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dfa Us Sustainability Core 1 fund (DFSIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dfa Us Sustainability Core 1 fund

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All positions including Dfa Us Sustainability Core 1 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 Sustainability Core 1 fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $186k 4.2k 44.62
2024-06-30 $174k 4.2k 41.77
2024-03-31 $171k 4.2k 41.16
2023-12-31 $155k 4.1k 37.41
2023-09-30 $137k 4.1k 33.19
2023-06-30 $143k 4.2k 34.26
2023-03-31 $133k 4.2k 31.96
2022-12-31 $125k 4.2k 30.12
2022-09-30 $114k 4.1k 27.57

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 Sustainability Core 1 fund

Garde Capital
MAI Wealth Advisors
Encompass Wealth Advisors
Coston, McIsaac & Partners

View all funds holding Dfa Us Sustainability Core 1 fund