Simplicity Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Simplicity Wealth’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.1M	Buy	290,108 +38,134	+15%	+$1.98M	0.51%	44
2026 Q1	$13M	Sell	251,974 -2,301	-0.9%	-$120K	0.74%	23
2025 Q4	$13.2M	Buy	+254,275	New	+$13.4M	0.79%	20

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

Simplicity Wealth's DFSB Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 15% in Q2 2026, buying an estimated $1.98M and bringing the position to 290,108 shares worth $15.1M. The position accounts for 0.51% of the portfolio, ranked #44.

Simplicity Wealth first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Simplicity Wealth held 290,108 shares of Dimensional Global Sustainability Fixed Income ETF worth $15.1M as of Q2 2026.
Simplicity Wealth bought 38,134 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $1.98M.
Dimensional Global Sustainability Fixed Income ETF made up 0.51% of Simplicity Wealth's portfolio in Q2 2026, its #44 holding.
Simplicity Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.