DFEV — DIMENSIONAL ETF TRUST

Ownership history in UBS Group AG  ·  5 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in DIMENSIONAL ETF TRUST (DFEV). 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 ADDED 3,321 +3,007 +957.6% 0.00% $106K $31.70
2025 Q2 REDUCED 314 -76 -19.5% 0.00% $9K $29.45
2025 Q1 ADDED 390 +10 +2.6% 0.00% $11K $26.33
2022 Q4 REDUCED 380 -635 -62.6% 0.00% $9K $20.55
2022 Q2 INITIATED 1,015 — — 0.00% $24K $20.62
% of Fund (quarterly)    DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43%
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