DFIEX β€” DFA INTERNATIONAL CORE EQUITY I

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

AI Ownership Summary

Coston, McIsaac & Partners reported DFA INTERNATIONAL CORE EQUITY I (DFIEX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.53% in 2023 Q4. The latest visible filing shows DFIEX at 0.32% 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 DFIEX 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 INTERNATIONAL CORE EQUITY 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

DFIEX was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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.

DFIEX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held DFIEX β€” position size vs. price
% of Fund (quarterly)    DFIEX 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 REDUCED 68,300 -3,562 -5.0% 0.32% $1.4M 2026-02-14 (Est.) $22.18
2025 Q3 REDUCED 71,862 -409 -0.6% 0.33% $1.4M 2025-11-05 $19.19
2025 Q2 REDUCED 72,271 -4,492 -5.9% 0.35% $1.3M 2025-08-12 $18.66
2025 Q1 REDUCED 76,763 -7,283 -8.7% 0.37% $1.3M 2025-05-13 $17.01
2024 Q4 REDUCED 84,046 -12,186 -12.7% 0.38% $1.3M 2025-01-23 $15.36
2024 Q3 REDUCED 96,232 -1,864 -1.9% 0.46% $1.6M 2024-10-22 $15.54
2024 Q2 REDUCED 98,096 -1,779 -1.8% 0.49% $1.5M 2024-07-31 $15.49
2024 Q1 REDUCED 99,875 -93 -0.1% 0.51% $1.6M 2024-04-17 $14.44
2023 Q4 ADDED 99,968 +3,115 +3.2% 0.53% $1.5M 2024-01-23 $13.99
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIEX

As of 2025 Q4 β€” sorted by position size

Motiv8 Investments LLC 0.05% Financial Gravity Asset Management, Inc. 3Y 7Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.01% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.0%

FAQ About Coston, McIsaac & Partners and DFIEX

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 DFIEX?

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

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

The largest reported portfolio weight for DFIEX was 0.53% in 2023 Q4.

What is the latest reported DFIEX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 68,300 shares, equal to 0.32% of portfolio, with an estimated market value of $1.4M.

What does the chart on this DFIEX ownership page compare?

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