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Optimus Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Optimus Capital Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$947K Buy
18,324
+582
+3% +$29.1K 0.51% 22
2026
Q1 		$801K Sell
17,742
-164
-0.9% -$7.71K 0.47% 21
2025
Q4 		$838K Buy
+17,906
New +$830K 0.49% 22

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Optimus Capital Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.3% in Q2 2026, buying an estimated $29.1K and bringing the position to 18,324 shares worth $947K. The position accounts for 0.51% of the portfolio, ranked #22.

Optimus Capital Advisors first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Optimus Capital Advisors held 18,324 shares of Dimensional US Core Equity Market ETF worth $947K as of Q2 2026.
  • Optimus Capital Advisors bought 582 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $29.1K.
  • Dimensional US Core Equity Market ETF made up 0.51% of Optimus Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Optimus Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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