UBS Group
DFIP icon

UBS Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

UBS Group’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
6,212
+1,600
+35% +$67K ﹤0.01% 6657
2026
Q1 		$192K Buy
+4,612
New +$193K ﹤0.01% 6659
2025
Q3 		– Sell
-13,967
Closed -$584K – 10416
2025
Q2 		$584K Buy
+13,967
New +$581K ﹤0.01% 5878
2024
Q2 		– Sell
-1,941
Closed -$80.1K – 9618
2024
Q1 		$80.1K Sell
1,941
-66
-3% -$2.71K ﹤0.01% 6313
2023
Q4 		$82.8K Buy
+2,007
New +$80.6K ﹤0.01% 6284
2023
Q2 		– Sell
-523
Closed -$22.4K – 9033
2023
Q1 		$22.4K Buy
+523
New +$21.9K ﹤0.01% 6996
2022
Q4 		– Sell
-10,581
Closed -$430K – 10784
2022
Q3 		$430K Buy
10,581
+10,473
+9,697% +$463K ﹤0.01% 4470
2022
Q2 		$5K Buy
+108
New +$4.93K ﹤0.01% 8854

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

UBS Group's DFIP Position: Q2 2026 in Review

UBS Group increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 35% in Q2 2026, buying an estimated $67K and bringing the position to 6,212 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #6657.

UBS Group first reported a position in DFIP in Q2 2022 and has held it in 8 quarters since. The position peaked at $584K in Q2 2025. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • UBS Group held 6,212 shares of Dimensional Inflation-Protected Securities ETF worth $256K as of Q2 2026.
  • UBS Group bought 1,600 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $67K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6657 holding.
  • UBS Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 8 quarters since.
  • UBS Group's Dimensional Inflation-Protected Securities ETF position peaked at $584K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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