Coston McIsaac & Partners’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14M	Buy	168,687 +11,041	+7%	+$916K	2.85%	9
2026 Q2	$12.9M	Buy	157,646 +24,915	+19%	+$1.97M	2.6%	9
2026 Q1	$9.41M	Buy	132,731 +7,424	+6%	+$550K	2.12%	11
2025 Q4	$9.29M	Buy	125,307 +32,664	+35%	+$2.4M	2.16%	11
2025 Q3	$6.71M	Buy	92,643 +10,835	+13%	+$755K	1.6%	16
2025 Q2	$5.48M	Buy	81,808 +9,273	+13%	+$574K	1.42%	22
2025 Q1	$4.39M	Buy	72,535 +23,482	+48%	+$1.5M	1.28%	28
2024 Q4	$3.12M	Buy	49,053 +32,194	+191%	+$2.06M	0.93%	35
2024 Q3	$1.05M	Buy	16,859 +9,026	+115%	+$540K	0.3%	55
2024 Q2	$460K	Buy	7,833 +7,829	+195,725%	+$445K	0.15%	78
2024 Q1	$0	Buy	+4	New	+$217	﹤0.01%	728

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Coston McIsaac & Partners increased its Dimensional US Equity ETF (DFUS) stake by 7% in Q3 2026, buying an estimated $916K and bringing the position to 168,687 shares worth $14M. The position accounts for 2.85% of the portfolio, ranked #9.

Coston McIsaac & Partners first reported a position in DFUS in Q1 2024 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Coston McIsaac & Partners held 168,687 shares of Dimensional US Equity ETF worth $14M as of Q3 2026.
Coston McIsaac & Partners bought 11,041 Dimensional US Equity ETF shares in Q3 2026, an estimated $916K.
Dimensional US Equity ETF made up 2.85% of Coston McIsaac & Partners's portfolio in Q3 2026, its #9 holding.
Coston McIsaac & Partners first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 11 quarters since.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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