UBS Group
DFLV icon

UBS Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

UBS Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+5,656
New +$217K ﹤0.01% 6728
2026
Q1 		– Sell
-189
Closed -$6.47K – 10620
2025
Q4 		$6.47K Buy
+189
New +$6.3K ﹤0.01% 8551

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group's DFLV Position: Q2 2026 in Review

UBS Group opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 5,656 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #6728 among its holdings. This is a return to the name: UBS Group previously reported a position in DFLV as recently as Q4 2025.

UBS Group first reported a position in DFLV in Q4 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • UBS Group held 5,656 shares of Dimensional US Large Cap Value ETF worth $224K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new UBS Group position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6728 holding.
  • UBS Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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