DIMENSIONAL 2030 TARGET DT RTR INC INSTL

Ticker: DRIWX CUSIP: 25239Y493 Class: EQUITY FUNDS

Coston, McIsaac & Partners's Holding History (CIK: 0001945037)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,210 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 1,170 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 1,162 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 1,152 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 1,452 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 1,409 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1,404 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,389 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,388 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1,362 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 277 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,334 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,332 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,305 Value ($000) $14 Avg Close — Range —