UBS Group
DFSE

UBS Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

UBS Group’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-255
Closed -$10.6K – 10623
2025
Q4 		$10.6K Buy
+255
New +$10.5K ﹤0.01% 8203
2024
Q2 		– Sell
-41
Closed -$1.32K – 9623
2024
Q1 		$1.32K Sell
41
-442
-92% -$13.8K ﹤0.01% 8161
2023
Q4 		$15.3K Buy
+483
New +$14.4K ﹤0.01% 7263
2023
Q2 		– Sell
-514
Closed -$15.4K – 9036
2023
Q1 		$15.4K Buy
+514
New +$15.2K ﹤0.01% 7298

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group's DFSE Position: Q1 2026 in Review

UBS Group sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026, closing a stake of 255 shares — an estimated $10.6K sold.

UBS Group first reported a position in DFSE in Q1 2023 and held it in 4 quarters. The position peaked at $15.4K in Q1 2023. 176 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • UBS Group reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 255 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $10.6K.
  • UBS Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and held it in 4 quarters.
  • UBS Group's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $15.4K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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