OCA
DFSD

Optimus Capital Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Optimus Capital Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.24M Sell
130,732
-14,178
-10% -$679K 3.35% 9
2026
Q1 		$6.94M Sell
144,910
-63,778
-31% -$3.07M 4.1% 8
2025
Q4 		$10M Buy
+208,688
New +$10.1M 5.86% 7

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Optimus Capital Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.8% in Q2 2026, selling an estimated $679K and leaving 130,732 shares worth $6.24M. The position accounts for 3.35% of the portfolio, ranked #9.

Optimus Capital Advisors first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $10M in Q4 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Optimus Capital Advisors held 130,732 shares of Dimensional Short-Duration Fixed Income ETF worth $6.24M as of Q2 2026.
  • Optimus Capital Advisors sold 14,178 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $679K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.35% of Optimus Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Optimus Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Optimus Capital Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $10M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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