Coston McIsaac & Partners’s Dimensional International Value ETF DFIV Stock Holding History

Coston McIsaac & Partners’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.31M	Buy	23,526 +1,087	+5%	+$62.1K	0.27%	64
2026 Q2	$1.21M	Buy	22,439 +4,352	+24%	+$239K	0.24%	66
2026 Q1	$954K	Buy	18,087 +792	+5%	+$42K	0.22%	65
2025 Q4	$862K	Buy	17,295 +11,431	+195%	+$543K	0.2%	71
2025 Q3	$270K	Buy	5,864 +125	+2%	+$5.59K	0.06%	122
2025 Q2	$245K	Buy	5,739 +2,422	+73%	+$98.6K	0.06%	123
2025 Q1	$130K	Buy	3,317 +966	+41%	+$36.9K	0.04%	156
2024 Q4	$83K	Buy	2,351 +23	+1%	+$843	0.02%	212
2024 Q3	$88K	Buy	2,328 +14	+0.6%	+$518	0.02%	204
2024 Q2	$83K	Buy	2,314 +45	+2%	+$1.66K	0.03%	198
2024 Q1	$83K	Buy	2,269 +6	+0.3%	+$208	0.03%	199
2023 Q4	$77K	Buy	2,263 +22	+1%	+$718	0.03%	204
2023 Q3	$73K	Buy	2,241 +19	+0.9%	+$633	0.03%	200
2023 Q2	$73K	Buy	2,222 +40	+2%	+$1.31K	0.03%	210
2023 Q1	$70K	Buy	2,182 +10	+0.5%	+$323	0.03%	215
2022 Q4	$66K	Buy	2,172 +17	+0.8%	+$493	0.03%	230
2022 Q3	$55K	Buy	2,155 +11	+0.5%	+$314	0.03%	204
2022 Q2	$62K	Buy	+2,144	New	+$68.4K	0.04%	121

Other funds holding DFIV

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Coston McIsaac & Partners's DFIV Position: Q3 2026 in Review

Coston McIsaac & Partners increased its Dimensional International Value ETF (DFIV) stake by 4.8% in Q3 2026, buying an estimated $62.1K and bringing the position to 23,526 shares worth $1.31M. The position accounts for 0.27% of the portfolio, ranked #64.

Coston McIsaac & Partners first reported a position in DFIV in Q2 2022 and has held it in 18 quarters since. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Coston McIsaac & Partners held 23,526 shares of Dimensional International Value ETF worth $1.31M as of Q3 2026.
Coston McIsaac & Partners bought 1,087 Dimensional International Value ETF shares in Q3 2026, an estimated $62.1K.
Dimensional International Value ETF made up 0.27% of Coston McIsaac & Partners's portfolio in Q3 2026, its #64 holding.
Coston McIsaac & Partners first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 18 quarters since.
589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Coston McIsaac & Partners's 13F filing for Q3 2026, filed 6 Nov 2026.