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Optimus Capital Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Optimus Capital Advisors’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Sell
10,097
-95
-0.9% -$5.17K 0.3% 28
2026
Q1 		$550K Sell
10,192
-2,858
-22% -$156K 0.33% 24
2025
Q4 		$706K Buy
+13,050
New +$718K 0.41% 23

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Optimus Capital Advisors reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 0.93% in Q2 2026, selling an estimated $5.17K and leaving 10,097 shares worth $550K. The position accounts for 0.3% of the portfolio, ranked #28.

Optimus Capital Advisors first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $706K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Optimus Capital Advisors held 10,097 shares of Dimensional Global Core Plus Fixed Income ETF worth $550K as of Q2 2026.
  • Optimus Capital Advisors sold 95 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $5.17K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Optimus Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Optimus Capital Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Optimus Capital Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $706K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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