Historical shareholding details of DFA US Targeted Value Portfolio holdings in Coastal Financial Corp (CCB)

Monthly changes of DFA US Targeted Value Portfolio shareholding in Coastal Financial Corp over the previous months

Month Name Total no. shares held Percent Holding
Jan 31, 2025 Dfa Us Targeted Value Portfolio 9,727 0.07%
Dec 31, 2024 Dfa Us Targeted Value Portfolio 20,893 0.14%
Nov 30, 2024 Dfa Us Targeted Value Portfolio 21,242 0.14%
Oct 31, 2024 Dfa Us Targeted Value Portfolio 21,242 0.14%
Sep 30, 2024 Dfa Us Targeted Value Portfolio 25,951 0.19%
Aug 31, 2024 Dfa Us Targeted Value Portfolio 24,092 0.18%
Jul 31, 2024 Dfa Us Targeted Value Portfolio 24,092 0.18%
Jun 30, 2024 Dfa Us Targeted Value Portfolio 24,092 0.18%
May 31, 2024 Dfa Us Targeted Value Portfolio 22,750 0.17%
Apr 30, 2024 Dfa Us Targeted Value Portfolio 17,901 0.13%
Mar 31, 2024 Dfa Us Targeted Value Portfolio 17,202 0.13%
Feb 29, 2024 Dfa Us Targeted Value Portfolio 17,202 0.13%
Jan 31, 2024 Dfa Us Targeted Value Portfolio 17,202 0.13%
Dec 31, 2023 Dfa Us Targeted Value Portfolio 17,202 0.13%
Oct 31, 2023 Dfa Us Targeted Value Portfolio 15,338 0.12%
Sep 30, 2023 Dfa Us Targeted Value Portfolio 18,300 0.14%
Jul 31, 2023 Dfa Us Targeted Value Portfolio 22,037 0.17%
Jun 30, 2023 Dfa Us Targeted Value Portfolio 16,928 0.13%
Apr 30, 2023 Dfa Us Targeted Value Portfolio 5,690 0.04%

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