Simplicity Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Simplicity Wealth’s Portfolio DFSE Stock Details DFSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	37,709 +3,035	+9%	+$145K	0.06%	295
2026 Q1	$1.47M	Sell	34,674 -1,624	-4%	-$71.4K	0.08%	224
2025 Q4	$1.51M	Buy	36,298 +24,838	+217%	+$1.03M	0.09%	217
2025 Q3	$471K	Buy	+11,460	New	+$453K	0.03%	456
2025 Q2	–	Sell	-10,237	Closed	-$345K	–	609
2025 Q1	$345K	Buy	+10,237	New	+$347K	0.03%	402

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MPW

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

QFA

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

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

AWP

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Simplicity Wealth's DFSE Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 8.8% in Q2 2026, buying an estimated $145K and bringing the position to 37,709 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #295.

Simplicity Wealth first reported a position in DFSE in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Simplicity Wealth held 37,709 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.84M as of Q2 2026.
Simplicity Wealth bought 3,035 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $145K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #295 holding.
Simplicity Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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