FG
DFUS

Foster Group’s Dimensional US Equity ETF DFUS Stock Holding History

Foster Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.1M Sell
941,437
-5,712
-0.6% -$452K 2.05% 15
2026
Q1 		$67.2M Sell
947,149
-17,409
-2% -$1.29M 2% 16
2025
Q4 		$71.5M Sell
964,558
-27,991
-3% -$2.06M 2.16% 14
2025
Q3 		$71.9M Sell
992,549
-21,414
-2% -$1.49M 2.26% 14
2025
Q2 		$68M Sell
1,013,963
-5,100
-0.5% -$316K 2.33% 13
2025
Q1 		$61.6M Sell
1,019,063
-6,163
-0.6% -$394K 2.31% 11
2024
Q4 		$65.4M Sell
1,025,226
-81,955
-7% -$5.25M 2.49% 11
2024
Q3 		$68.9M Sell
1,107,181
-28,646
-3% -$1.72M 2.57% 11
2024
Q2 		$66.8M Sell
1,135,827
-11,950
-1% -$679K 2.63% 10
2024
Q1 		$65.4M Sell
1,147,777
-42,187
-4% -$2.28M 3.25% 8
2023
Q4 		$55.4M Hold
1,189,964
– – 3.39% 9
2023
Q3 		$55.4M Sell
1,189,964
-18,227
-2% -$882K 3.39% 9
2023
Q2 		$58.2M Sell
1,208,191
-28,280
-2% -$1.29M 3.49% 9
2023
Q1 		$54.9M Sell
1,236,471
-8,666
-0.7% -$376K 3.48% 9
2022
Q4 		$51.8M Sell
1,245,137
-21,006
-2% -$878K 3.87% 10
2022
Q3 		$49.2M Sell
1,266,143
-27,155
-2% -$1.17M 4.03% 9
2022
Q2 		$52.7M Sell
1,293,298
-6,558
-0.5% -$291K 3.75% 9
2022
Q1 		$63.7M Sell
1,299,856
-20,696
-2% -$1M 5.24% 7
2021
Q4 		$68.3M Sell
1,320,552
-17,774
-1% -$893K 5.93% 6
2021
Q3 		$63.1M Sell
1,338,326
-19,098
-1% -$924K 6.17% 5
2021
Q2 		$64M Buy
+1,357,424
New +$63.3M 7.36% 4

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Foster Group's DFUS Position: Q2 2026 in Review

Foster Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.6% in Q2 2026, selling an estimated $452K and leaving 941,437 shares worth $77.1M. The position accounts for 2.05% of the portfolio, ranked #15.

Foster Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 424 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Foster Group held 941,437 shares of Dimensional US Equity ETF worth $77.1M as of Q2 2026.
  • Foster Group sold 5,712 Dimensional US Equity ETF shares in Q2 2026, an estimated $452K.
  • Dimensional US Equity ETF made up 2.05% of Foster Group's portfolio in Q2 2026, its #15 holding.
  • Foster Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 424 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.