UBS Group
DFSI

UBS Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

UBS Group’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-305
Closed -$12.5K – 10626
2025
Q3 		$12.5K Hold
305
– – ﹤0.01% 8435
2025
Q2 		$12K Buy
305
+229
+301% +$8.51K ﹤0.01% 8758
2025
Q1 		$2.65K Buy
+76
New +$2.64K ﹤0.01% 9295
2024
Q2 		– Sell
-28
Closed -$943 – 9621
2024
Q1 		$943 Buy
+28
New +$905 ﹤0.01% 8299

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

UBS Group's DFSI Position: Q4 2025 in Review

UBS Group sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2025, closing a stake of 305 shares — an estimated $12.5K sold.

UBS Group first reported a position in DFSI in Q1 2024 and held it in 4 quarters. The position peaked at $12.5K in Q3 2025. 215 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • UBS Group reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 305 Dimensional International Sustainability Core 1 ETF shares in Q4 2025, an estimated $12.5K.
  • UBS Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and held it in 4 quarters.
  • UBS Group's Dimensional International Sustainability Core 1 ETF position peaked at $12.5K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.