SW
DFSU

Simplicity Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Simplicity Wealth’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
319,712
+22,506
+8% +$1.02M 0.5% 45
2026
Q1 		$12.2M Sell
297,206
-21,253
-7% -$919K 0.69% 26
2025
Q4 		$13.8M Buy
318,459
+223,045
+234% +$9.57M 0.82% 18
2025
Q3 		$4.05M Buy
+95,414
New +$3.9M 0.23% 95
2025
Q2 		– Sell
-83,566
Closed -$2.99M – 608
2025
Q1 		$2.99M Buy
+83,566
New +$3.17M 0.23% 104

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth's DFSU Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 7.6% in Q2 2026, buying an estimated $1.02M and bringing the position to 319,712 shares worth $14.9M. The position accounts for 0.5% of the portfolio, ranked #45.

Simplicity Wealth first reported a position in DFSU in Q1 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Simplicity Wealth held 319,712 shares of Dimensional US Sustainability Core 1 ETF worth $14.9M as of Q2 2026.
  • Simplicity Wealth bought 22,506 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.02M.
  • Dimensional US Sustainability Core 1 ETF made up 0.5% of Simplicity Wealth's portfolio in Q2 2026, its #45 holding.
  • Simplicity Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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