OCA
DGCB icon

Optimus Capital Advisors’s Dimensional Global Credit ETF DGCB Stock Holding History

Optimus Capital Advisors’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.11M Buy
111,763
+5,101
+5% +$279K 3.28% 10
2026
Q1 		$5.77M Buy
106,662
+2,487
+2% +$136K 3.41% 10
2025
Q4 		$5.65M Buy
+104,175
New +$5.74M 3.31% 11

Other funds holding DGCB

IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Optimus Capital Advisors increased its Dimensional Global Credit ETF (DGCB) stake by 4.8% in Q2 2026, buying an estimated $279K and bringing the position to 111,763 shares worth $6.11M. The position accounts for 3.28% of the portfolio, ranked #10.

Optimus Capital Advisors first reported a position in DGCB in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Optimus Capital Advisors held 111,763 shares of Dimensional Global Credit ETF worth $6.11M as of Q2 2026.
  • Optimus Capital Advisors bought 5,101 Dimensional Global Credit ETF shares in Q2 2026, an estimated $279K.
  • Dimensional Global Credit ETF made up 3.28% of Optimus Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Optimus Capital Advisors first reported a position in Dimensional Global Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

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