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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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All positions including Dfa U.s. Small Cap Value 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 U.s. Small Cap Value Fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
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

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 U.s. Small Cap Value Fund

Sequent Asset Management
First Merchants Bank, National Association
Coston, McIsaac & Partners
McMahon Financial Advisors
Westside Investment Management
Tucker Asset Management

View all funds holding Dfa U.s. Small Cap Value Fund