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Dfa U.s. Vector Equity Port Fd fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dfa U.s. Vector Equity Port Fd fund (DFVEX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dfa U.s. Vector Equity Port Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa U.s. Vector Equity Port Fd 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. Vector Equity Port Fd fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 65k 27.14
2024-06-30 $1.8M 70k 25.43
2024-03-31 $1.8M 70k 26.30
2023-12-31 $1.7M 70k 24.21
2023-09-30 $1.5M 67k 22.14
2023-06-30 $1.6M 71k 22.66
2023-03-31 $1.5M 71k 21.74
2022-12-31 $1.6M 75k 21.32
2022-09-30 $1.6M 81k 19.89

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. Vector Equity Port Fd fund

Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Dfa U.s. Vector Equity Port Fd fund