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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

UBS holding history

UBS Group AG in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
4,893,948
Value
$242.5M
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of UBS by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,893,948$242.5M<0.1%+4,893,948NewHolders
Q2 20220$00.0%−4,348,771−100.0%Sold outHolders
Q1 20224,348,771$85.0M<0.1%+453,906+11.7%AddedHolders
Q4 20213,894,865$69.6M<0.1%+104,608+2.8%AddedHolders
Q3 20213,790,257$60.4M<0.1%+90,458+2.4%AddedHolders
Q2 20213,699,799$56.8M<0.1%−73,076−1.9%ReducedHolders
Q1 20213,772,875$58.6M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.