UBS Group
DFAC icon

UBS Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

UBS Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.3M Buy
1,696,703
+18,392
+1% +$787K 0.01% 1348
2026
Q1 		$65.2M Buy
1,678,311
+300,813
+22% +$12.1M 0.01% 1375
2025
Q4 		$54.5M Sell
1,377,498
-5,928
-0.4% -$231K 0.01% 1527
2025
Q3 		$53.4M Sell
1,383,426
-5,854
-0.4% -$218K 0.01% 1559
2025
Q2 		$49.8M Sell
1,389,280
-161,740
-10% -$5.4M 0.01% 1528
2025
Q1 		$51.2M Sell
1,551,020
-35,030
-2% -$1.22M 0.01% 1464
2024
Q4 		$54.9M Sell
1,586,050
-1,662,948
-51% -$58.6M 0.01% 1380
2024
Q3 		$111M Sell
3,248,998
-71,235
-2% -$2.35M 0.02% 672
2024
Q2 		$107M Sell
3,320,233
-106,715
-3% -$3.37M 0.03% 622
2024
Q1 		$109M Sell
3,426,948
-56,299
-2% -$1.7M 0.03% 610
2023
Q4 		$102M Sell
3,483,247
-13,078
-0.4% -$354K 0.03% 566
2023
Q3 		$91.6M Buy
3,496,325
+143,263
+4% +$3.91M 0.03% 535
2023
Q2 		$91M Buy
3,353,062
+1,605,162
+92% +$41.4M 0.03% 530
2023
Q1 		$44.5M Sell
1,747,900
-61,571
-3% -$1.56M 0.02% 840
2022
Q4 		$43.9M Buy
1,809,471
+163,030
+10% +$3.97M 0.02% 879
2022
Q3 		$36.6M Buy
1,646,441
+47,738
+3% +$1.17M 0.02% 875
2022
Q2 		$37.3M Sell
1,598,703
-133,023
-8% -$3.37M 0.02% 912
2022
Q1 		$47.8M Buy
1,731,726
+152,800
+10% +$4.18M 0.02% 871
2021
Q4 		$45.7M Buy
1,578,926
+37,812
+2% +$1.07M 0.01% 1009
2021
Q3 		$40.9M Sell
1,541,114
-29,922
-2% -$813K 0.01% 991
2021
Q2 		$42.4M Buy
+1,571,036
New +$41.7M 0.01% 956

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

UBS Group's DFAC Position: Q2 2026 in Review

UBS Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q2 2026, buying an estimated $787K and bringing the position to 1,696,703 shares worth $75.3M. The position accounts for 0.01% of the portfolio, ranked #1348.

UBS Group first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $111M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • UBS Group held 1,696,703 shares of Dimensional US Core Equity 2 ETF worth $75.3M as of Q2 2026.
  • UBS Group bought 18,392 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $787K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1348 holding.
  • UBS Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Dimensional US Core Equity 2 ETF position peaked at $111M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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