UBS Group
DFIV icon

UBS Group’s Dimensional International Value ETF DFIV Stock Holding History

UBS Group’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132M Buy
2,448,827
+328,056
+15% +$18M 0.02% 935
2026
Q1 		$112M Buy
2,120,771
+233,732
+12% +$12.4M 0.02% 964
2025
Q4 		$94.2M Buy
1,887,039
+138,819
+8% +$6.6M 0.02% 1064
2025
Q3 		$80.6M Buy
1,748,220
+146,571
+9% +$6.56M 0.01% 1202
2025
Q2 		$68.6M Buy
1,601,649
+18,175
+1% +$740K 0.01% 1249
2025
Q1 		$62.3M Buy
1,583,474
+471,420
+42% +$18M 0.01% 1285
2024
Q4 		$39.5M Buy
1,112,054
+12,140
+1% +$445K 0.01% 1665
2024
Q3 		$41.9M Sell
1,099,914
-7,406
-0.7% -$274K 0.01% 1273
2024
Q2 		$39.8M Buy
1,107,320
+7,388
+0.7% +$272K 0.01% 1190
2024
Q1 		$40.4M Buy
1,099,932
+82,852
+8% +$2.87M 0.01% 1176
2023
Q4 		$34.9M Buy
1,017,080
+10,490
+1% +$342K 0.01% 1203
2023
Q3 		$32.8M Buy
1,006,590
+119,665
+13% +$3.99M 0.01% 1113
2023
Q2 		$29.1M Buy
886,925
+168,421
+23% +$5.53M 0.01% 1173
2023
Q1 		$23.2M Buy
718,504
+516,740
+256% +$16.7M 0.01% 1286
2022
Q4 		$6.13M Buy
201,764
+168,845
+513% +$4.9M ﹤0.01% 2307
2022
Q3 		$848K Buy
32,919
+7,601
+30% +$217K ﹤0.01% 3888
2022
Q2 		$731K Sell
25,318
-997
-4% -$31.8K ﹤0.01% 3982
2022
Q1 		$881K Buy
26,315
+1,074
+4% +$36.2K ﹤0.01% 4227
2021
Q4 		$828K Buy
25,241
+12,629
+100% +$419K ﹤0.01% 4547
2021
Q3 		$413K Buy
+12,612
New +$417K ﹤0.01% 4854

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's DFIV Position: Q2 2026 in Review

UBS Group increased its Dimensional International Value ETF (DFIV) stake by 15% in Q2 2026, buying an estimated $18M and bringing the position to 2,448,827 shares worth $132M. The position accounts for 0.02% of the portfolio, ranked #935.

UBS Group first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • UBS Group held 2,448,827 shares of Dimensional International Value ETF worth $132M as of Q2 2026.
  • UBS Group bought 328,056 Dimensional International Value ETF shares in Q2 2026, an estimated $18M.
  • Dimensional International Value ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #935 holding.
  • UBS Group first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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