UBS Group
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UBS Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

UBS Group’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-290
Closed -$14.8K – 10305
2024
Q4 		$14.8K Buy
+290
New +$15.1K ﹤0.01% 8075
2024
Q3 		– Sell
-249
Closed -$12.7K – 9591
2024
Q2 		$12.7K Buy
+249
New +$12.7K ﹤0.01% 7585
2024
Q1 		– Sell
-1,168
Closed -$60.6K – 9432
2023
Q4 		$60.6K Buy
+1,168
New +$58.6K ﹤0.01% 6443
2023
Q3 		– Sell
-130
Closed -$6.65K – 9550
2023
Q2 		$6.65K Buy
+130
New +$6.7K ﹤0.01% 7348
2023
Q1 		– Sell
-5,564
Closed -$279K – 9726
2022
Q4 		$279K Buy
+5,564
New +$284K ﹤0.01% 5188

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

UBS Group's DFSB Position: Q1 2025 in Review

UBS Group sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2025, closing a stake of 290 shares — an estimated $14.8K sold.

UBS Group first reported a position in DFSB in Q4 2022 and held it in 5 quarters. The position peaked at $279K in Q4 2022. 92 funds tracked by Wall St. Rank hold DFSB as of Q1 2025.

  • UBS Group reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 290 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2025, an estimated $14.8K.
  • UBS Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and held it in 5 quarters.
  • UBS Group's Dimensional Global Sustainability Fixed Income ETF position peaked at $279K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.