DFALX β€” DFA LARGE CAP INTERNATIONAL I

Ownership history in Coston, McIsaac & Partners  Β·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported DFA LARGE CAP INTERNATIONAL I (DFALX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows DFALX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFALX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in DFA LARGE CAP INTERNATIONAL I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFALX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held DFALX β€” position size vs. price
% of Fund (quarterly)    DFALX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,202 +14 +1.2% 0.01% $41K 2026-02-14 (Est.) $37.69
2025 Q3 ADDED 1,188 +9 +0.8% 0.01% $39K 2025-11-05 $32.98
2025 Q2 ADDED 1,179 +13 +1.1% 0.01% $37K 2025-08-12 $31.81
2025 Q1 ADDED 1,166 +3 +0.3% 0.01% $33K 2025-05-13 $29.38
2024 Q4 ADDED 1,163 +10 +0.9% 0.01% $31K 2025-01-23 $26.82
2024 Q3 ADDED 1,153 +8 +0.7% 0.01% $33K 2024-10-22 $27.00
2024 Q2 ADDED 1,145 +14 +1.2% 0.01% $31K 2024-07-31 $26.84
2024 Q1 ADDED 1,131 +2 +0.2% 0.01% $31K 2024-04-17 $25.06
2023 Q4 ADDED 1,129 +13 +1.2% 0.01% $29K 2024-01-23 $24.24
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFALX

As of 2026 Q1 β€” sorted by position size

Diversified Trust Co 3Y 7Y 0.01%

FAQ About Coston, McIsaac & Partners and DFALX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning DFALX?

Coston, McIsaac & Partners reported DFALX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFALX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for DFALX was 0.01% in 2023 Q4.

What is the latest reported DFALX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 1,202 shares, equal to 0.01% of portfolio, with an estimated market value of $41K.

What does the chart on this DFALX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly DFALX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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