DGEIX β€” DFA GLOBAL EQUITY I

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

AI Ownership Summary

Coston, McIsaac & Partners reported DFA GLOBAL EQUITY I (DGEIX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.7% in 2023 Q4. The latest visible filing shows DGEIX at 4.13% 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 DGEIX 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 GLOBAL 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

DGEIX was reported at 4.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.7% 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 DGEIX β€” position size vs. price
% of Fund (quarterly)    DGEIX 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 448,485 +980 +0.2% 4.13% $17.8M 2026-02-14 (Est.) $41.63
2025 Q3 REDUCED 447,505 -7,561 -1.7% 4.18% $17.5M 2025-11-05 $38.11
2025 Q2 REDUCED 455,066 -14,176 -3.0% 4.32% $16.7M 2025-08-12 $36.57
2025 Q1 REDUCED 469,242 -18,682 -3.8% 4.57% $15.6M 2025-05-13 $33.53
2024 Q4 REDUCED 487,924 -22,688 -4.4% 4.92% $16.6M 2025-01-23 $33.79
2024 Q3 REDUCED 510,612 -15,568 -3.0% 5.09% $18.0M 2024-10-22 $32.42
2024 Q2 REDUCED 526,180 -4,617 -0.9% 5.50% $17.5M 2024-07-31 $31.21
2024 Q1 REDUCED 530,797 -6,629 -1.2% 5.60% $17.4M 2024-04-17 $28.42
2023 Q4 ADDED 537,426 +1,561 +0.3% 5.70% $16.4M 2024-01-23 $27.53
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and DGEIX

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 DGEIX?

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

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

The largest reported portfolio weight for DGEIX was 5.70% in 2023 Q4.

What is the latest reported DGEIX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 448,485 shares, equal to 4.13% of portfolio, with an estimated market value of $17.8M.

What does the chart on this DGEIX ownership page compare?

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