Foster Group, Inc. DFAW — DIMENSIONAL ETF TRUST

Ownership history in Foster Group, Inc.  ·  10 quarters on record

AI Ownership Summary

Foster Group, Inc. reported DIMENSIONAL ETF TRUST (DFAW) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows DFAW at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foster Group, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFAW was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAW stock page Foster Group, Inc. fund profile Foster Group, Inc. full holdings
How Foster Group, Inc. held DFAW — position size vs. price
% of Fund (quarterly)    DFAW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 73,001 +51,936 +246.6% 0.16% $6.0M 2026-07-07 $82.70
2026 Q1 ADDED — — — 21,065 +5,345 +34.0% 0.05% $1.6M 2026-04-13 $77.34
2025 Q4 ADDED — — — 15,720 +381 +2.5% 0.04% $1.2M 2026-01-12 $75.75
2025 Q3 ADDED — — — 15,339 +64 +0.4% 0.03% $1.1M 2025-10-14 $70.41
2025 Q2 ADDED — — — 15,275 +1,918 +14.4% 0.04% $1.0M 2025-07-14 $66.74
2025 Q1 ADDED — — — 13,357 +2,750 +25.9% 0.03% $819K 2025-04-11 $56.83
2024 Q4 ADDED — — — 10,607 +90 +0.9% 0.03% $663K 2025-01-23 $63.19
2024 Q3 ADDED — — — 10,517 +1,581 +17.7% 0.02% $667K 2024-10-07 $61.13
2024 Q2 ADDED — — — 8,936 +5,288 +145.0% 0.02% $532K 2024-07-30 $58.60
2024 Q1 INITIATED — — — 3,648 — — 0.01% $216K 2024-04-09 $56.66

🏢 Other funds also holding DFAW

As of 2026 Q2 — sorted by position size

Strategic Investment Solutions, Inc. /IL 3Y 4.8% Sprinkle Financial Consultants LLC 1.75% Barry Investment Advisors, LLC 3Y 7Y 0.62% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 0.52% Spinnaker Investment Group, LLC 3Y 0.52% Mills Wealth Advisors LLC 0.45% Evanson Financial, LLC 0.41% Highland Financial Advisors, LLC 3Y 0.23% Apella Capital, LLC 3Y 0.19% Beaird Harris Wealth Management, LLC 3Y 0.02%

FAQ About Foster Group, Inc. and DFAW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foster Group, Inc. reported owning DFAW?

Foster Group, Inc. reported DFAW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DFAW position in Foster Group, Inc.'s portfolio?

The largest reported portfolio weight for DFAW was 0.16% in 2026 Q2.

What is the latest reported DFAW position on this page?

The most recent filing on this page is 2026 Q2, when Foster Group, Inc. reported 73,001 shares, equal to 0.16% of portfolio, with an estimated market value of $6.0M.

What does the chart on this DFAW ownership page compare?

The chart compares Foster Group, Inc.'s quarterly DFAW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Foster Group, Inc. time their DFAW position?

Based on 13F filing dates vs. subsequent DFAW price moves, Foster Group, Inc. correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on DFAW relative to SPY over the holding period was +262.6%.

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