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Optimus Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Optimus Capital Advisors’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
53,819
-1,381
-3% -$39.6K 0.84% 21
2026
Q1 		$1.47M Sell
55,200
-5,947
-10% -$163K 0.87% 20
2025
Q4 		$1.62M Buy
+61,147
New +$1.65M 0.95% 20

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Optimus Capital Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.5% in Q2 2026, selling an estimated $39.6K and leaving 53,819 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #21.

Optimus Capital Advisors first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 222 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Optimus Capital Advisors held 53,819 shares of Dimensional Global Real Estate ETF worth $1.56M as of Q2 2026.
  • Optimus Capital Advisors sold 1,381 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $39.6K.
  • Dimensional Global Real Estate ETF made up 0.84% of Optimus Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Optimus Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Optimus Capital Advisors's Dimensional Global Real Estate ETF position peaked at $1.62M in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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