DFNM — DIMENSIONAL ETF TRUST

Ownership history in Foster Group, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Foster Group, Inc. reported a position in DIMENSIONAL ETF TRUST (DFNM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.0% (2024 Q1)
Avg. % of fund
1.52%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,465,775 -25,508 -1.7% 2.13% $70.6M $48.03
2025 Q3 REDUCED 1,491,283 -12,119 -0.8% 2.25% $71.6M $47.40
2025 Q2 ADDED 1,503,402 +399,029 +36.1% 2.44% $71.3M $46.51
2025 Q1 REDUCED 1,104,373 -39,695 -3.5% 1.97% $52.5M $46.31
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72%
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