DFCF β€” DIMENSIONAL CORE FIXED INCOME ETF

Ownership history in Coston, McIsaac & Partners  Β·  9 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported DIMENSIONAL CORE FIXED INCOME ETF (DFCF) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q4. The latest visible filing shows DFCF at 1.80% 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.

What this DFCF 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 DIMENSIONAL CORE FIXED INCOME ETF, 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

DFCF was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2025 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 DFCF β€” position size vs. price
% of Fund (quarterly)    DFCF price (quarter-end, 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 182,332 +66,069 +56.8% 1.80% $7.8M 2026-02-14 (Est.) $42.87
2025 Q3 ADDED 116,263 +34,855 +42.8% 1.18% $5.0M 2025-11-05 $41.94
2025 Q2 ADDED 81,408 +13,154 +19.3% 0.89% $3.4M 2025-08-12 $41.16
2025 Q1 ADDED 68,254 +33,457 +96.1% 0.84% $2.9M 2025-05-13 $39.84
2024 Q4 ADDED 34,797 +29,083 +509.0% 0.43% $1.4M 2025-01-23 $39.18
2024 Q3 ADDED 5,714 +268 +4.9% 0.07% $246K 2024-10-22 $39.55
2024 Q2 REDUCED 5,446 -4 -0.1% 0.07% $226K 2024-07-31 $39.26
2024 Q1 ADDED 5,450 +4,560 +512.4% 0.07% $228K 2024-04-17 $37.58
2023 Q4 INITIATED 890 β€” β€” 0.01% $37K 2024-01-23 $38.11

🏒 Other funds also holding DFCF

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 1.34% Aspen Wealth Management LLC 3Y 0.06%

FAQ About Coston, McIsaac & Partners and DFCF

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 DFCF?

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

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

The largest reported portfolio weight for DFCF was 1.80% in 2025 Q4.

What is the latest reported DFCF position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 182,332 shares, equal to 1.80% of portfolio, with an estimated market value of $7.8M.

What does the chart on this DFCF ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly DFCF 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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