UBS Group
DFUS

UBS Group’s Dimensional US Equity ETF DFUS Stock Holding History

UBS Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9M Sell
223,650
-21,846
-9% -$1.62M ﹤0.01% 2847
2025
Q4 		$18.2M Buy
245,496
+16,594
+7% +$1.22M ﹤0.01% 2674
2025
Q3 		$16.6M Sell
228,902
-9,771
-4% -$681K ﹤0.01% 2767
2025
Q2 		$16M Buy
238,673
+36,336
+18% +$2.25M ﹤0.01% 2610
2025
Q1 		$12.2M Sell
202,337
-13,290
-6% -$849K ﹤0.01% 2832
2024
Q4 		$13.7M Sell
215,627
-3,709
-2% -$238K ﹤0.01% 2722
2024
Q3 		$13.6M Buy
219,336
+19,667
+10% +$1.18M ﹤0.01% 2116
2024
Q2 		$11.8M Buy
199,669
+47,782
+31% +$2.72M ﹤0.01% 2088
2024
Q1 		$8.65M Buy
151,887
+4,830
+3% +$261K ﹤0.01% 2401
2023
Q4 		$7.62M Buy
147,057
+14,129
+11% +$684K ﹤0.01% 2340
2023
Q3 		$6.19M Buy
132,928
+1,716
+1% +$83K ﹤0.01% 2374
2023
Q2 		$6.32M Buy
131,212
+8,999
+7% +$409K ﹤0.01% 2355
2023
Q1 		$5.43M Buy
122,213
+38,615
+46% +$1.68M ﹤0.01% 2435
2022
Q4 		$3.48M Sell
83,598
-20,154
-19% -$843K ﹤0.01% 2841
2022
Q3 		$4.03M Sell
103,752
-15,699
-13% -$675K ﹤0.01% 2553
2022
Q2 		$4.87M Buy
119,451
+47,422
+66% +$2.1M ﹤0.01% 2400
2022
Q1 		$3.53M Sell
72,029
-1,917
-3% -$92.7K ﹤0.01% 2892
2021
Q4 		$3.82M Buy
73,946
+13,688
+23% +$688K ﹤0.01% 3121
2021
Q3 		$2.84M Sell
60,258
-10,855
-15% -$525K ﹤0.01% 3255
2021
Q2 		$3.35M Buy
+71,113
New +$3.31M ﹤0.01% 3081

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return