DFISX β€” DFA INTERNATIONAL SMALL COMPANY I

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

AI Ownership Summary

Coston, McIsaac & Partners reported DFA INTERNATIONAL SMALL COMPANY I (DFISX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows DFISX at 0.04% 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 DFISX 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 SMALL COMPANY 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

DFISX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 DFISX β€” position size vs. price
% of Fund (quarterly)    DFISX 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 6,910 +68 +1.0% 0.04% $176K 2026-02-14 (Est.) $27.86
2025 Q3 ADDED 6,842 +37 +0.5% 0.04% $170K 2025-11-05 $24.06
2025 Q2 REDUCED 6,805 -3,547 -34.3% 0.04% $160K 2025-08-12 $23.79
2025 Q1 ADDED 10,352 +10 +0.1% 0.06% $211K 2025-05-13 $21.37
2024 Q4 ADDED 10,342 +99 +1.0% 0.06% $200K 2025-01-23 $19.11
2024 Q3 ADDED 10,243 +75 +0.7% 0.06% $217K 2024-10-22 $19.62
2024 Q2 ADDED 10,168 +75 +0.7% 0.06% $200K 2024-07-31 $19.56
2024 Q1 ADDED 10,093 +8 +0.1% 0.06% $200K 2024-04-17 $17.95
2023 Q4 ADDED 10,085 +91 +0.9% 0.07% $194K 2024-01-23 $17.58
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and DFISX

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 DFISX?

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

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

The largest reported portfolio weight for DFISX was 0.07% in 2023 Q4.

What is the latest reported DFISX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 6,910 shares, equal to 0.04% of portfolio, with an estimated market value of $176K.

What does the chart on this DFISX ownership page compare?

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