UBS Group
DFSD

UBS Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

UBS Group’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
24,345
+6,704
+38% +$321K ﹤0.01% 5593
2026
Q1 		$845K Buy
+17,641
New +$849K ﹤0.01% 5679
2025
Q4 		– Sell
-45
Closed -$2.17K – 10625
2025
Q3 		$2.17K Buy
+45
New +$2.17K ﹤0.01% 9211
2025
Q1 		– Sell
-183
Closed -$8.58K – 10306
2024
Q4 		$8.58K Buy
+183
New +$8.66K ﹤0.01% 8399
2024
Q1 		– Sell
-1,071
Closed -$50.3K – 9433
2023
Q4 		$50.3K Buy
+1,071
New +$49.9K ﹤0.01% 6533
2023
Q2 		– Sell
-668
Closed -$31.2K – 9035
2023
Q1 		$31.2K Buy
+668
New +$31K ﹤0.01% 6769
2022
Q4 		– Sell
-3,763
Closed -$173K – 10787
2022
Q3 		$173K Buy
+3,763
New +$176K ﹤0.01% 5215
2022
Q1 		– Sell
-253
Closed -$13K – 10363
2021
Q4 		$13K Buy
+253
New +$12.7K ﹤0.01% 8442

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's DFSD Position: Q2 2026 in Review

UBS Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 38% in Q2 2026, buying an estimated $321K and bringing the position to 24,345 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5593.

UBS Group first reported a position in DFSD in Q4 2021 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • UBS Group held 24,345 shares of Dimensional Short-Duration Fixed Income ETF worth $1.16M as of Q2 2026.
  • UBS Group bought 6,704 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $321K.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5593 holding.
  • UBS Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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