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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
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

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return

Simplicity Wealth's DFSB Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.9% in Q1 2026, selling an estimated $120K and leaving 251,974 shares worth $13M. The position accounts for 0.74% of the portfolio, ranked #23.

Simplicity Wealth first reported a position in DFSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.2M in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Simplicity Wealth held 251,974 shares of Dimensional Global Sustainability Fixed Income ETF worth $13M as of Q1 2026.
  • Simplicity Wealth sold 2,301 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $120K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.74% of Simplicity Wealth's portfolio in Q1 2026, its #23 holding.
  • Simplicity Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $13.2M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.