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Position history for UBS Group AGUBS Group AG's holdings in DIMENSIONAL ETF TRUST

UBS Group AG holds 2.4M shares of DFIV (DIMENSIONAL ETF TRUST), worth $132.3M as of 2026-Q2. The position was increased (+15.5% shares). DFIV represents 0.0% of UBS Group AG's portfolio.

Current Value

$132.3M

Current Shares

2.4M

Total Value Change

+$90.4M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+15.5%
$132.3M0.0%$54.02
35
2026-Q1
Increased
2.1M
+12.4%
$111.9M0.0%$53.50
34
2025-Q4
Increased
1.9M
+7.9%
$94.2M0.0%$50.10
32
2025-Q3
Increased
1.7M
+9.2%
$80.6M0.0%$45.75
33
2025-Q2
Increased
1.6M
+1.1%
$68.6M0.0%$42.28
30
2025-Q1
Increased
1.6M
+42.4%
$62.3M0.0%$38.53
40
2024-Q4
Increased
1.1M
+1.1%
$39.5M0.0%$34.26
29
2024-Q3
Decreased
1.1M
-0.7%
$41.9M0.0%$36.62
0

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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