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
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 $5.05B AUM 16.64% 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 $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

UBS Group's DFVX Position: Q1 2026 in Review

UBS Group sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q1 2026, closing a stake of 99 shares — an estimated $7.36K sold.

UBS Group first reported a position in DFVX in Q1 2024 and held it in 3 quarters. The position peaked at $7.7K in Q4 2024. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • UBS Group reported no remaining Dimensional US Large Cap Vector ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 99 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $7.36K.
  • UBS Group first reported a position in Dimensional US Large Cap Vector ETF in Q1 2024 and held it in 3 quarters.
  • UBS Group's Dimensional US Large Cap Vector ETF position peaked at $7.7K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.