DOSSIER · 13F-HR · Q3 2026

Foster Group, Inc.

$3.7B in tracked AUM across 316 positions as of Q3 2026.

FG
CIK 0001841544 · last filed Sep 30, 2026
Total AUM
$3.7B
as of Q3 2026
Holdings
316
−4 QoQ
positions
Whale Score
62
62
tracked
Activity
313
+18 new, −22 sold
changes this Q
AI Analysis · Q3 2026

Foster Group, Inc. filed its latest 13F-HR for Q3 2026. 313 position changes this quarter — 18 new, 22 exited, 137 added, 136 trimmed.

Quarter at a glance — Q3 2026

313 material changes this filing.

EXIT
DUHPDIMENSIONAL ETF TRUST
-3.1M sh
$-131M
—
NEW
DFSDDIMENSIONAL ETF TRUST
+1.1M sh
+$52M
1.4%
TRIM
VLUEISHARES TR
-77K sh
$-16M
0.2%
TRIM
DFNMDIMENSIONAL ETF TRUST
-166K sh
$-11M
1.6%
ADD
VTVVANGUARD INDEX FDS
+55K sh
+$11M
3.8%
ADD
VTIVANGUARD INDEX FDS
+3K sh
+$7M
14.4%
ADD
MUBISHARES TR
+108K sh
+$7M
1.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$530M1.4M14.4%
02
VEA
VANGUARD TAX-MANAGED FDS
$205M2.9M5.6%
03
BND
VANGUARD BD INDEX FDS
$185M2.6M5.0%
04
QUAL
ISHARES TR
$173M780K4.7%
05
VGIT
VANGUARD SCOTTSDALE FDS
$167M2.9M4.5%
06
DFIV
DIMENSIONAL ETF TRUST
$162M2.9M4.4%
07
DFLV
DIMENSIONAL ETF TRUST
$154M3.8M4.2%
08
DFAE
DIMENSIONAL ETF TRUST
$142M3.6M3.9%
09
VTV
VANGUARD INDEX FDS
$141M650K3.8%
10
IUSV
ISHARES TR
$125M1.1M3.4%

Filing history

2026Q3Sep 30
$3.7B▼ 2.1%
316 positionsView →
2026Q2Jun 30
$3.8B▲ 12.0%
318 positionsView →
2026Q1Mar 31
$3.4B▲ 1.6%
284 positionsView →
2025Q4Dec 31
$3.3B▲ 3.8%
300 positionsView →
2025Q3Sep 30
$3.2B▲ 9.1%
268 positionsLocked
2025Q2Jun 30
$2.9B▲ 9.3%
264 positionsLocked
2025Q1Mar 31
$2.7B▲ 1.9%
224 positionsLocked
2024Q4Dec 31
$2.6B▼ 2.2%
198 positionsLocked
2024Q3Sep 30
$2.7B▲ 5.4%
203 positionsLocked
2024Q2Jun 30
$2.5B▲ 26.3%
196 positionsLocked
2024Q1Mar 31
$2.0B▲ 23.1%
198 positionsLocked
2023Q4Dec 31
$1.6B— 0.0%
168 positionsLocked
Showing 12 of 24