UBS Group
DFSU

UBS Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

UBS Group’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-357
Closed -$15.5K – 10622
2025
Q4 		$15.5K Buy
+357
New +$15.3K ﹤0.01% 7956
2025
Q1 		– Sell
-274
Closed -$10.4K – 10307
2024
Q4 		$10.4K Buy
+274
New +$10.5K ﹤0.01% 8299
2024
Q2 		– Sell
-212
Closed -$7.29K – 9622
2024
Q1 		$7.29K Buy
212
+149
+237% +$4.84K ﹤0.01% 7395
2023
Q4 		$1.96K Buy
+63
New +$1.81K ﹤0.01% 8188
2023
Q3 		– Sell
-43
Closed -$1.23K – 9551
2023
Q2 		$1.23K Buy
43
+28
+187% +$758 ﹤0.01% 7975
2023
Q1 		$399 Buy
+15
New +$394 ﹤0.01% 9050

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return