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Dfa Social Core Equity 2 fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dfa Social Core Equity 2 fund (DFUEX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dfa Social Core Equity 2 fund

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All positions including Dfa Social Core Equity 2 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 Social Core Equity 2 fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $106k 3.8k 28.06
2024-06-30 $99k 3.8k 26.27
2024-03-31 $98k 3.8k 26.07
2023-12-31 $89k 3.8k 23.73
2023-09-30 $78k 3.7k 21.01
2023-06-30 $81k 3.7k 21.88
2023-03-31 $75k 3.7k 20.33
2022-12-31 $70k 3.7k 19.03
2022-09-30 $64k 3.6k 17.99

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 Social Core Equity 2 fund

Coston, McIsaac & Partners

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