UBS Group
DFSV

UBS Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

UBS Group’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Buy
115,796
+1,144
+1% +$42.8K ﹤0.01% 4279
2026
Q1 		$4.02M Buy
114,652
+114,452
+57,226% +$4.04M ﹤0.01% 4296
2025
Q4 		$6.58K Sell
200
-40,996
-100% -$1.32M ﹤0.01% 8534
2025
Q3 		$1.31M Sell
41,196
-12,427
-23% -$388K ﹤0.01% 5328
2025
Q2 		$1.58M Sell
53,623
-30
-0.1% -$831 ﹤0.01% 5045
2025
Q1 		$1.51M Buy
53,653
+36,333
+210% +$1.1M ﹤0.01% 4931
2024
Q4 		$533K Buy
+17,320
New +$548K ﹤0.01% 5793
2023
Q4 		– Sell
-18,881
Closed -$478K – 9400
2023
Q3 		$478K Buy
+18,881
New +$498K ﹤0.01% 4681
2022
Q2 		– Sell
-67
Closed -$2K – 10417
2022
Q1 		$2K Buy
+67
New +$1.72K ﹤0.01% 9617

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

UBS Group's DFSV Position: Q2 2026 in Review

UBS Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1% in Q2 2026, buying an estimated $42.8K and bringing the position to 115,796 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

UBS Group first reported a position in DFSV in Q1 2022 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • UBS Group held 115,796 shares of Dimensional US Small Cap Value ETF worth $4.49M as of Q2 2026.
  • UBS Group bought 1,144 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $42.8K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4279 holding.
  • UBS Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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