DFSD — DIMENSIONAL ETF TRUST

Ownership history in UBS Group AG  ·  6 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 45 -138 -75.4% 0.00% $2K $47.42
2024 Q4 REDUCED 183 -888 -82.9% 0.00% $9K $44.98
2023 Q4 ADDED 1,071 +403 +60.3% 0.00% $50K $43.01
2023 Q1 REDUCED 668 -3,095 -82.2% 0.00% $31K $41.20
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% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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