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 Q2	$215K	Buy	5,103 +3,382	+197%	+$143K	﹤0.01%	6744
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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

UBS Group's DFCF Position: Q2 2026 in Review

UBS Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 197% in Q2 2026, buying an estimated $143K and bringing the position to 5,103 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #6744.

UBS Group first reported a position in DFCF in Q4 2021 and has held it in 10 quarters since. The position peaked at $687K in Q2 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

UBS Group held 5,103 shares of Dimensional Core Fixed Income ETF worth $215K as of Q2 2026.
UBS Group bought 3,382 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $143K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6744 holding.
UBS Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 10 quarters since.
UBS Group's Dimensional Core Fixed Income ETF position peaked at $687K in Q2 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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