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Dimensional 2040 Target Dt Rtr Inc Instl shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dimensional 2040 Target Dt Rtr Inc Instl

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All positions including Dimensional 2040 Target Dt Rtr Inc Instl 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 2040 Target Dt Rtr Inc Instl by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0k 273 14.65
2024-06-30 $4.0k 271 14.76
2024-03-31 $4.0k 269 14.87
2023-12-31 $3.0k 268 11.19
2023-09-30 $3.0k 262 11.45
2023-06-30 $4.0k 327 12.23
2023-03-31 $8.0k 584 13.70
2022-12-31 $7.0k 582 12.03
2022-09-30 $7.0k 568 12.32

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 Dimensional 2040 Target Dt Rtr Inc Instl

Coston, McIsaac & Partners

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