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Dimensional Investment shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dimensional Investment (DFUSX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dimensional Investment

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All positions including Dimensional Investment held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Investment by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 2.8k 44.19
2025-06-30 $113k 2.8k 41.02
2025-03-31 $102k 2.7k 37.10
2024-12-31 $106k 2.7k 38.67
2024-09-30 $104k 2.7k 38.07
2024-06-30 $98k 2.7k 35.96
2024-03-31 $94k 2.7k 34.58
2023-12-31 $85k 2.7k 31.35
2023-09-30 $77k 2.6k 29.19
2023-06-30 $79k 2.6k 30.05
2023-03-31 $73k 2.6k 27.85
2022-12-31 $68k 2.6k 26.02
2022-09-30 $63k 2.5k 25.10