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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Oak Capital Menlo Park, California $190M AUM

Passive Capital Management Baltimore, Maryland $320M AUM 17.24% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 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.