Foster Group, Inc. DFSE β€” DIMENSIONAL ETF TRUST

Ownership history in Foster Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Foster Group, Inc. reported DIMENSIONAL ETF TRUST (DFSE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows DFSE at 0.02% 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 DFSE 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

DFSE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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.

DFSE stock page Foster Group, Inc. fund profile Foster Group, Inc. full holdings
How Foster Group, Inc. held DFSE β€” position size vs. price
% of Fund (quarterly)    DFSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 13,685 -679 -4.7% 0.02% $669K 2026-07-07 $47.42
2026 Q1 REDUCED 5.4% +14.3% ❌ 14,364 -823 -5.4% 0.02% $609K 2026-04-13 $45.33
2025 Q4 ADDED β€” β€” β€” 15,187 +813 +5.7% 0.02% $630K 2026-01-12 $43.12
2025 Q3 INITIATED β€” β€” β€” 14,374 β€” β€” 0.02% $591K 2025-10-14 $40.00

🏒 Other funds also holding DFSE

As of 2026 Q2 β€” sorted by position size

Mills Wealth Advisors LLC 0.13% Apella Capital, LLC 3Y 0.07% CGN Advisors LLC 3Y 0.03% ELEVATION WEALTH PARTNERS, LLC 0.01%

FAQ About Foster Group, Inc. and DFSE

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 DFSE?

Foster Group, Inc. reported DFSE across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for DFSE was 0.02% in 2025 Q4.

What is the latest reported DFSE position on this page?

The most recent filing on this page is 2026 Q2, when Foster Group, Inc. reported 13,685 shares, equal to 0.02% of portfolio, with an estimated market value of $669K.

What does the chart on this DFSE ownership page compare?

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

Based on 13F filing dates vs. subsequent DFSE price moves, Foster Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFSE relative to SPY over the holding period was +5.0%.

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