UBS Group
DFAX icon

UBS Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

UBS Group’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.6M Buy
2,703,859
+185,117
+7% +$6.8M 0.01% 1122
2026
Q1 		$85.6M Buy
2,518,742
+333,395
+15% +$11.6M 0.01% 1172
2025
Q4 		$71.5M Buy
2,185,347
+24,495
+1% +$781K 0.01% 1286
2025
Q3 		$67.8M Sell
2,160,852
-433,678
-17% -$13.2M 0.01% 1347
2025
Q2 		$76.2M Sell
2,594,530
-43,314
-2% -$1.19M 0.01% 1164
2025
Q1 		$69.1M Sell
2,637,844
-109,503
-4% -$2.84M 0.01% 1184
2024
Q4 		$68.3M Sell
2,747,347
-1,783,420
-39% -$46.1M 0.01% 1196
2024
Q3 		$122M Buy
4,530,767
+200,096
+5% +$5.19M 0.03% 631
2024
Q2 		$110M Sell
4,330,671
-96,664
-2% -$2.47M 0.03% 606
2024
Q1 		$113M Buy
4,427,335
+170,312
+4% +$4.17M 0.03% 594
2023
Q4 		$104M Buy
4,257,023
+51,965
+1% +$1.19M 0.03% 559
2023
Q3 		$94.7M Buy
4,205,058
+109,132
+3% +$2.55M 0.03% 523
2023
Q2 		$95.5M Buy
4,095,926
+1,431,690
+54% +$33.3M 0.03% 516
2023
Q1 		$61.4M Buy
2,664,236
+211,370
+9% +$4.83M 0.02% 680
2022
Q4 		$53M Buy
2,452,866
+36,379
+2% +$756K 0.02% 768
2022
Q3 		$45.6M Buy
2,416,487
+389,633
+19% +$8.27M 0.02% 737
2022
Q2 		$43.5M Sell
2,026,854
-27,917
-1% -$650K 0.02% 814
2022
Q1 		$51.3M Buy
2,054,771
+115,059
+6% +$2.91M 0.02% 829
2021
Q4 		$50.6M Sell
1,939,712
-8,117
-0.4% -$212K 0.01% 955
2021
Q3 		$50.4M Buy
+1,947,829
New +$51.5M 0.02% 864

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

UBS Group's DFAX Position: Q2 2026 in Review

UBS Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.3% in Q2 2026, buying an estimated $6.8M and bringing the position to 2,703,859 shares worth $99.6M. The position accounts for 0.01% of the portfolio, ranked #1122.

UBS Group first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $122M in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • UBS Group held 2,703,859 shares of Dimensional World ex US Core Equity 2 ETF worth $99.6M as of Q2 2026.
  • UBS Group bought 185,117 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $6.8M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1122 holding.
  • UBS Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • UBS Group's Dimensional World ex US Core Equity 2 ETF position peaked at $122M in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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