UBS Group
DFVX icon

UBS Group’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

UBS Group’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Buy
+317
New +$25.5K ﹤0.01% 7986
2026
Q1 		– Sell
-99
Closed -$7.36K – 10624
2025
Q4 		$7.36K Buy
+99
New +$7.26K ﹤0.01% 8455
2025
Q1 		– Sell
-118
Closed -$7.7K – 10308
2024
Q4 		$7.7K Buy
+118
New +$7.88K ﹤0.01% 8458
2024
Q2 		– Sell
-64
Closed -$4.01K – 9624
2024
Q1 		$4.01K Buy
+64
New +$3.77K ﹤0.01% 7673

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

UBS Group's DFVX Position: Q2 2026 in Review

UBS Group opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 317 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #7986 among its holdings. This is a return to the name: UBS Group previously reported a position in DFVX as recently as Q4 2025.

UBS Group first reported a position in DFVX in Q1 2024 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • UBS Group held 317 shares of Dimensional US Large Cap Vector ETF worth $26.1K as of Q2 2026.
  • Dimensional US Large Cap Vector ETF was a new UBS Group position in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7986 holding.
  • UBS Group first reported a position in Dimensional US Large Cap Vector ETF in Q1 2024 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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