Foster Group
DFUS icon

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
Q3 		$77.4M Sell
932,666
-8,771
-0.9% -$728K 2.1% 14
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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Foster Group's DFUS Position: Q3 2026 in Review

Foster Group reduced its Dimensional US Equity ETF (DFUS) stake by 0.93% in Q3 2026, selling an estimated $728K and leaving 932,666 shares worth $77.4M. The position accounts for 2.1% of the portfolio, ranked #14.

Foster Group first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Foster Group held 932,666 shares of Dimensional US Equity ETF worth $77.4M as of Q3 2026.
  • Foster Group sold 8,771 Dimensional US Equity ETF shares in Q3 2026, an estimated $728K.
  • Dimensional US Equity ETF made up 2.1% of Foster Group's portfolio in Q3 2026, its #14 holding.
  • Foster Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • 415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.