UBS AM
DFIV icon

UBS AM’s Dimensional International Value ETF DFIV Stock Holding History

UBS AM’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
3,965
-1,321
-25% -$72.6K ﹤0.01% 2708
2026
Q1 		$279K Buy
5,286
+4,222
+397% +$224K ﹤0.01% 2673
2025
Q4 		$53.1K Buy
+1,064
New +$50.6K ﹤0.01% 2610

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS AM's DFIV Position: Q2 2026 in Review

UBS AM reduced its Dimensional International Value ETF (DFIV) stake by 25% in Q2 2026, selling an estimated $72.6K and leaving 3,965 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

UBS AM first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • UBS AM held 3,965 shares of Dimensional International Value ETF worth $214K as of Q2 2026.
  • UBS AM sold 1,321 Dimensional International Value ETF shares in Q2 2026, an estimated $72.6K.
  • Dimensional International Value ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2708 holding.
  • UBS AM first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Dimensional International Value ETF position peaked at $279K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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