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Dimensional 2060 Target Dt Rtr Inc Instl shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Dimensional 2060 Target Dt Rtr Inc Instl (DRILX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Dimensional 2060 Target Dt Rtr Inc Instl

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All positions including Dimensional 2060 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 2060 Target Dt Rtr Inc Instl by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $79k 4.0k 19.94
2024-06-30 $74k 3.9k 18.76
2024-03-31 $63k 3.4k 18.39
2023-12-31 $58k 3.4k 16.97
2023-09-30 $53k 3.4k 15.82
2023-06-30 $54k 3.3k 16.20
2023-03-31 $47k 3.1k 15.20
2022-12-31 $45k 3.1k 14.60
2022-09-30 $41k 3.0k 13.62

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 2060 Target Dt Rtr Inc Instl

Coston, McIsaac & Partners

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