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
Q2 		$25.1K Buy
+538
New +$24.3K ﹤0.01% 8013
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 $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group's DFSU Position: Q2 2026 in Review

UBS Group opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026: 538 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #8013 among its holdings. This is a return to the name: UBS Group previously reported a position in DFSU as recently as Q4 2025.

UBS Group first reported a position in DFSU in Q1 2023 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • UBS Group held 538 shares of Dimensional US Sustainability Core 1 ETF worth $25.1K as of Q2 2026.
  • Dimensional US Sustainability Core 1 ETF was a new UBS Group position in Q2 2026.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8013 holding.
  • UBS Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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