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Optimus Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Optimus Capital Advisors’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
272,631
+15,832
+6% +$669K 6.18% 5
2026
Q1 		$10.8M Sell
256,799
-1,211
-0.5% -$51.7K 6.41% 6
2025
Q4 		$11M Buy
+258,010
New +$11.1M 6.43% 5

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Optimus Capital Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 6.2% in Q2 2026, buying an estimated $669K and bringing the position to 272,631 shares worth $11.5M. The position accounts for 6.18% of the portfolio, ranked #5.

Optimus Capital Advisors first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Optimus Capital Advisors held 272,631 shares of Dimensional Core Fixed Income ETF worth $11.5M as of Q2 2026.
  • Optimus Capital Advisors bought 15,832 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $669K.
  • Dimensional Core Fixed Income ETF made up 6.18% of Optimus Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Optimus Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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