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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

UBS Group's DFLV Position: Q1 2026 in Review

UBS Group sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 189 shares — an estimated $6.47K sold.

UBS Group first reported a position in DFLV in Q4 2025 and held it in 1 quarter. The position peaked at $6.47K in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • UBS Group reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 189 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $6.47K.
  • UBS Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's Dimensional US Large Cap Value ETF position peaked at $6.47K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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