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

Optimus Capital Advisors’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Sell
87,479
-18,896
-18% -$1M 2.52% 14
2026
Q1 		$5.58M Sell
106,375
-8,860
-8% -$469K 3.3% 11
2025
Q4 		$6.07M Buy
+115,235
New +$6.21M 3.55% 10

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Optimus Capital Advisors reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 18% in Q2 2026, selling an estimated $1M and leaving 87,479 shares worth $4.69M. The position accounts for 2.52% of the portfolio, ranked #14.

Optimus Capital Advisors first reported a position in DFGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.07M in Q4 2025. 125 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Optimus Capital Advisors held 87,479 shares of Dimensional International Core Fixed Income ETF worth $4.69M as of Q2 2026.
  • Optimus Capital Advisors sold 18,896 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $1M.
  • Dimensional International Core Fixed Income ETF made up 2.52% of Optimus Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Optimus Capital Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Optimus Capital Advisors's Dimensional International Core Fixed Income ETF position peaked at $6.07M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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