DUSB — DIMENSIONAL ETF TRUST

Ownership history in UBS Group AG  ·  3 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in DIMENSIONAL ETF TRUST (DUSB). 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 719 -926 -56.3% 0.00% $37K $49.92
2024 Q4 REDUCED 1,645 -355 -17.8% 0.00% $83K $48.24
2024 Q2 INITIATED 2,000 — — 0.00% $101K —
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
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