UBS Group
DFAU icon

UBS Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

UBS Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.5M Buy
648,320
+15,251
+2% +$763K ﹤0.01% 2147
2026
Q1 		$28.6M Sell
633,069
-31,532
-5% -$1.48M ﹤0.01% 2210
2025
Q4 		$31.1M Sell
664,601
-54,581
-8% -$2.53M 0.01% 2139
2025
Q3 		$32.9M Buy
719,182
+286,573
+66% +$12.6M 0.01% 2043
2025
Q2 		$18.3M Sell
432,609
-17,357
-4% -$680K ﹤0.01% 2456
2025
Q1 		$17.3M Buy
449,966
+12,080
+3% +$490K ﹤0.01% 2491
2024
Q4 		$17.7M Buy
437,886
+404,030
+1,193% +$16.5M ﹤0.01% 2458
2024
Q3 		$1.34M Buy
33,856
+2,020
+6% +$77.2K ﹤0.01% 4374
2024
Q2 		$1.19M Buy
31,836
+2,132
+7% +$77.5K ﹤0.01% 4244
2024
Q1 		$1.09M Buy
29,704
+6,293
+27% +$218K ﹤0.01% 4536
2023
Q4 		$778K Sell
23,411
-65,113
-74% -$2.02M ﹤0.01% 4709
2023
Q3 		$2.65M Buy
88,524
+29,604
+50% +$922K ﹤0.01% 3172
2023
Q2 		$1.83M Buy
58,920
+51,103
+654% +$1.5M ﹤0.01% 3617
2023
Q1 		$225K Sell
7,817
-27,193
-78% -$769K ﹤0.01% 5295
2022
Q4 		$946K Sell
35,010
-19,875
-36% -$540K ﹤0.01% 4128
2022
Q3 		$1.38M Buy
54,885
+819
+2% +$22.8K ﹤0.01% 3471
2022
Q2 		$1.43M Sell
54,066
-59,960
-53% -$1.72M ﹤0.01% 3416
2022
Q1 		$3.59M Sell
114,026
-1,828
-2% -$56.8K ﹤0.01% 2873
2021
Q4 		$3.82M Buy
115,854
+4,378
+4% +$140K ﹤0.01% 3120
2021
Q3 		$3.36M Sell
111,476
-40,703
-27% -$1.26M ﹤0.01% 3112
2021
Q2 		$4.6M Buy
+152,179
New +$4.5M ﹤0.01% 2763

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

UBS Group's DFAU Position: Q2 2026 in Review

UBS Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.4% in Q2 2026, buying an estimated $763K and bringing the position to 648,320 shares worth $33.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

UBS Group first reported a position in DFAU in Q2 2021 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • UBS Group held 648,320 shares of Dimensional US Core Equity Market ETF worth $33.5M as of Q2 2026.
  • UBS Group bought 15,251 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $763K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2147 holding.
  • UBS Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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