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Optimus Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Optimus Capital Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6M Buy
600,087
+8,553
+1% +$366K 14.3% 1
2026
Q1 		$23M Buy
591,534
+24,194
+4% +$975K 13.59% 1
2025
Q4 		$22.5M Buy
+567,340
New +$22.1M 13.15% 2

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Optimus Capital Advisors's DFAC Position: Q2 2026 in Review

Optimus Capital Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.4% in Q2 2026, buying an estimated $366K and bringing the position to 600,087 shares worth $26.6M. The position accounts for 14.3% of the portfolio, ranked #1.

Optimus Capital Advisors first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Optimus Capital Advisors held 600,087 shares of Dimensional US Core Equity 2 ETF worth $26.6M as of Q2 2026.
  • Optimus Capital Advisors bought 8,553 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $366K.
  • Dimensional US Core Equity 2 ETF made up 14.3% of Optimus Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Optimus Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.