SW
DFSI

Simplicity Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Simplicity Wealth’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Buy
82,737
+6,681
+9% +$300K 0.13% 174
2026
Q1 		$3.22M Sell
76,056
-6,914
-8% -$306K 0.18% 120
2025
Q4 		$3.55M Buy
82,970
+59,961
+261% +$2.5M 0.21% 106
2025
Q3 		$942K Buy
+23,009
New +$922K 0.05% 306
2025
Q2 		– Sell
-20,583
Closed -$718K – 607
2025
Q1 		$718K Buy
+20,583
New +$714K 0.06% 286

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Simplicity Wealth's DFSI Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 8.8% in Q2 2026, buying an estimated $300K and bringing the position to 82,737 shares worth $3.73M. The position accounts for 0.13% of the portfolio, ranked #174.

Simplicity Wealth first reported a position in DFSI in Q1 2025 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Simplicity Wealth held 82,737 shares of Dimensional International Sustainability Core 1 ETF worth $3.73M as of Q2 2026.
  • Simplicity Wealth bought 6,681 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $300K.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #174 holding.
  • Simplicity Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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