UBS Group
DFCF icon

UBS Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

UBS Group’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.7K Buy
+1,721
New +$73.4K ﹤0.01% 7158
2025
Q4 		– Sell
-2,320
Closed -$99.2K – 10620
2025
Q3 		$99.2K Sell
2,320
-13,932
-86% -$591K ﹤0.01% 7136
2025
Q2 		$687K Buy
16,252
+16,248
+406,200% +$678K ﹤0.01% 5751
2025
Q1 		$168 Sell
4
-89
-96% -$3.71K ﹤0.01% 9902
2024
Q4 		$3.84K Buy
+93
New +$3.92K ﹤0.01% 8824
2024
Q3 		– Sell
-1,623
Closed -$67.4K – 9589
2024
Q2 		$67.4K Buy
+1,623
New +$67.2K ﹤0.01% 6453
2023
Q4 		– Sell
-1,682
Closed -$67.9K – 9399
2023
Q3 		$67.9K Buy
+1,682
New +$69.4K ﹤0.01% 6092
2023
Q2 		– Sell
-4,410
Closed -$187K – 9032
2023
Q1 		$187K Buy
+4,410
New +$186K ﹤0.01% 5429
2022
Q1 		– Sell
-953
Closed -$48K – 10362
2021
Q4 		$48K Buy
+953
New +$47.8K ﹤0.01% 6930

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return