UBS AM
DFGP icon

UBS AM’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

UBS AM’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Hold
184,792
– – ﹤0.01% 1238
2026
Q1 		$9.98M Buy
+184,792
New +$10.1M ﹤0.01% 1189

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

UBS AM's DFGP Position: Q2 2026 in Review

UBS AM held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q2 2026 at 184,792 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

UBS AM first reported a position in DFGP in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • UBS AM held 184,792 shares of Dimensional Global Core Plus Fixed Income ETF worth $10.1M as of Q2 2026.
  • UBS AM left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1238 holding.
  • UBS AM first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.