Dfa U.s. Small Cap Value Fund shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Dfa U.s. Small Cap Value Fund
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Quarterly reported holdings in Dfa U.s. Small Cap Value Fund by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 8.0k | 50.18 |
| 2025-06-30 | $369k | 8.0k | 46.39 |
| 2025-03-31 | $445k | 10k | 44.31 |
| 2024-12-31 | $485k | 10k | 48.45 |
| 2024-09-30 | $485k | 10k | 48.60 |
| 2024-06-30 | $451k | 9.9k | 45.34 |
| 2024-03-31 | $466k | 9.9k | 47.01 |
| 2023-12-31 | $444k | 9.9k | 44.91 |
| 2023-09-30 | $388k | 9.7k | 40.11 |
| 2023-06-30 | $392k | 9.6k | 40.67 |
| 2023-03-31 | $385k | 9.9k | 39.05 |
| 2022-12-31 | $386k | 9.8k | 39.28 |
| 2022-09-30 | $343k | 9.4k | 36.56 |
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