Ownership history in UBS Group AG · 4 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in DIMENSIONAL ETF TRUST (DFSI). 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 | UNCHANGED | 305 | — | 0% | 0.00% | $12K | $40.74 |
| 2025 Q2 | ADDED | 305 | +229 | +301.3% | 0.00% | $12K | $39.07 |
| 2025 Q1 | ADDED | 76 | +48 | +171.4% | 0.00% | $3K | $34.14 |
| 2024 Q1 | INITIATED | 28 | — | — | 0.00% | $943 | — |
As of 2025 Q4 — sorted by position size