UBS Group
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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
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 $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

UBS Group's DFIP Position: Q1 2026 in Review

UBS Group opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2026: 4,612 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #6659 among its holdings. This is a return to the name: UBS Group previously reported a position in DFIP as recently as Q2 2025.

UBS Group first reported a position in DFIP in Q2 2022 and has held it in 7 quarters since. The position peaked at $584K in Q2 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • UBS Group held 4,612 shares of Dimensional Inflation-Protected Securities ETF worth $192K as of Q1 2026.
  • Dimensional Inflation-Protected Securities ETF was a new UBS Group position in Q1 2026.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6659 holding.
  • UBS Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 7 quarters since.
  • UBS Group's Dimensional Inflation-Protected Securities ETF position peaked at $584K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.