UBS Group
DFUV icon

UBS Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

UBS Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.2M Buy
458,690
+47,823
+12% +$2.51M ﹤0.01% 2439
2026
Q1 		$19.9M Buy
410,867
+33,006
+9% +$1.62M ﹤0.01% 2589
2025
Q4 		$17.6M Buy
377,861
+29,304
+8% +$1.33M ﹤0.01% 2705
2025
Q3 		$15.6M Buy
348,557
+20,353
+6% +$886K ﹤0.01% 2840
2025
Q2 		$13.9M Buy
328,204
+46,059
+16% +$1.85M ﹤0.01% 2768
2025
Q1 		$11.6M Buy
282,145
+23,645
+9% +$993K ﹤0.01% 2870
2024
Q4 		$10.6M Buy
258,500
+2,380
+0.9% +$101K ﹤0.01% 2979
2024
Q3 		$10.7M Buy
256,120
+13,690
+6% +$553K ﹤0.01% 2299
2024
Q2 		$9.52M Buy
242,430
+80,644
+50% +$3.19M ﹤0.01% 2243
2024
Q1 		$6.62M Sell
161,786
-7,919
-5% -$303K ﹤0.01% 2665
2023
Q4 		$6.32M Buy
169,705
+28,813
+20% +$992K ﹤0.01% 2520
2023
Q3 		$4.79M Buy
140,892
+4,219
+3% +$148K ﹤0.01% 2611
2023
Q2 		$4.72M Sell
136,673
-1,461
-1% -$48.8K ﹤0.01% 2651
2023
Q1 		$4.62M Sell
138,134
-2,006
-1% -$68.7K ﹤0.01% 2585
2022
Q4 		$4.69M Buy
140,140
+1,068
+0.8% +$35.5K ﹤0.01% 2562
2022
Q3 		$4.12M Buy
139,072
+3,550
+3% +$115K ﹤0.01% 2529
2022
Q2 		$4.28M Buy
+135,522
New +$4.51M ﹤0.01% 2501

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

UBS Group's DFUV Position: Q2 2026 in Review

UBS Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 12% in Q2 2026, buying an estimated $2.51M and bringing the position to 458,690 shares worth $25.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

UBS Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • UBS Group held 458,690 shares of Dimensional US Marketwide Value ETF worth $25.2M as of Q2 2026.
  • UBS Group bought 47,823 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.51M.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2439 holding.
  • UBS Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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