UBS Group
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UBS Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

UBS Group’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.17K Sell
150
-158
-51% -$8.6K ﹤0.01% 8702
2026
Q1 		$16.6K Buy
+308
New +$16.8K ﹤0.01% 8062
2025
Q4 		– Sell
-3,086
Closed -$171K – 10622
2025
Q3 		$171K Buy
3,086
+1,257
+69% +$69K ﹤0.01% 6760
2025
Q2 		$99.7K Buy
+1,829
New +$97.9K ﹤0.01% 7244

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

UBS Group's DFGP Position: Q2 2026 in Review

UBS Group reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 51% in Q2 2026, selling an estimated $8.6K and leaving 150 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #8702.

UBS Group first reported a position in DFGP in Q2 2025 and has held it in 4 quarters since. The position peaked at $171K in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • UBS Group held 150 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.17K as of Q2 2026.
  • UBS Group sold 158 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $8.6K.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8702 holding.
  • UBS Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • UBS Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $171K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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