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 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	$3.13M	Buy	49,053 +32,194	+191%	+$2.06M	0.93%	35
2024 Q3	$1.05K	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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Coston McIsaac & Partners's DFUS Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Dimensional US Equity ETF (DFUS) stake by 5.9% in Q1 2026, buying an estimated $550K and bringing the position to 132,731 shares worth $9.41M. The position accounts for 2.12% of the portfolio, ranked #11.

Coston McIsaac & Partners first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Coston McIsaac & Partners held 132,731 shares of Dimensional US Equity ETF worth $9.41M as of Q1 2026.
Coston McIsaac & Partners bought 7,424 Dimensional US Equity ETF shares in Q1 2026, an estimated $550K.
Dimensional US Equity ETF made up 2.12% of Coston McIsaac & Partners's portfolio in Q1 2026, its #11 holding.
Coston McIsaac & Partners first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.