SW
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Simplicity Wealth's DFSE Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.5% in Q1 2026, selling an estimated $71.4K and leaving 34,674 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #224.

Simplicity Wealth first reported a position in DFSE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Simplicity Wealth held 34,674 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.47M as of Q1 2026.
  • Simplicity Wealth sold 1,624 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $71.4K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #224 holding.
  • Simplicity Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $1.51M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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