UBS Group
DFAW icon

UBS Group’s Dimensional World Equity ETF DFAW Stock Holding History

UBS Group’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Buy
171
+26
+18% +$2.1K ﹤0.01% 8362
2026
Q1 		$10.7K Buy
+145
New +$11K ﹤0.01% 8350
2024
Q1 		– Sell
-461
Closed -$25.3K – 9430
2023
Q4 		$25.3K Buy
+461
New +$23.5K ﹤0.01% 6952

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's DFAW Position: Q2 2026 in Review

UBS Group increased its Dimensional World Equity ETF (DFAW) stake by 18% in Q2 2026, buying an estimated $2.1K and bringing the position to 171 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8362.

UBS Group first reported a position in DFAW in Q4 2023 and has held it in 3 quarters since. The position peaked at $25.3K in Q4 2023. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • UBS Group held 171 shares of Dimensional World Equity ETF worth $14.2K as of Q2 2026.
  • UBS Group bought 26 Dimensional World Equity ETF shares in Q2 2026, an estimated $2.1K.
  • Dimensional World Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8362 holding.
  • UBS Group first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • UBS Group's Dimensional World Equity ETF position peaked at $25.3K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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