Foster Group, Inc. DFGP — DIMENSIONAL ETF TRUST

Ownership history in Foster Group, Inc.  ·  5 quarters on record

AI Ownership Summary

Foster Group, Inc. reported DIMENSIONAL ETF TRUST (DFGP) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows DFGP at 0.07% 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 DFGP 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

DFGP was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

DFGP stock page Foster Group, Inc. fund profile Foster Group, Inc. full holdings
How Foster Group, Inc. held DFGP — position size vs. price
% of Fund (quarterly)    DFGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 46,605 +515 +1.1% 0.07% $2.5M 2026-07-07 $54.22
2026 Q1 REDUCED — — — 46,090 -1,953 -4.1% 0.07% $2.5M 2026-04-13 $53.73
2025 Q4 ADDED — — — 48,043 +133 +0.3% 0.08% $2.6M 2026-01-12 $53.73
2025 Q3 ADDED — — — 47,910 +491 +1.0% 0.08% $2.7M 2025-10-14 $53.51
2025 Q2 INITIATED — — — 47,419 — — 0.09% $2.6M 2025-07-14 $51.81

🏢 Other funds also holding DFGP

As of 2026 Q2 — sorted by position size

Beaird Harris Wealth Management, LLC 3Y 2.54% Quantum Financial Advisors, LLC 3Y 2.11% 55 North Private Wealth, LLC 0.97% Professional Financial Advisors, LLC 3Y 0.71% Shearwater Capital LLC 3Y 0.49% Dynamic Advisor Solutions LLC 3Y 7Y 0.3% SAX WEALTH ADVISORS, LLC 3Y 0.15% Apella Capital, LLC 3Y 0.13% Wealthcare Advisory Partners LLC 3Y 7Y 0.07% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Foster Group, Inc. and DFGP

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 DFGP?

Foster Group, Inc. reported DFGP across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for DFGP was 0.09% in 2025 Q2.

What is the latest reported DFGP position on this page?

The most recent filing on this page is 2026 Q2, when Foster Group, Inc. reported 46,605 shares, equal to 0.07% of portfolio, with an estimated market value of $2.5M.

What does the chart on this DFGP ownership page compare?

The chart compares Foster Group, Inc.'s quarterly DFGP 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 DFGP position?

Based on 13F filing dates vs. subsequent DFGP price moves, Foster Group, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DFGP relative to SPY over the holding period was +1564.7%.

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