Obermeyer Wealth Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Obermeyer Wealth Partners’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.28M	Hold	28,757	–	–	0.05%	103
2026 Q2	$1.28M	Hold	28,757	–	–	0.05%	104
2026 Q1	$1.12M	Hold	28,757	–	–	0.05%	107
2025 Q4	$1.14M	Hold	28,757	–	–	0.05%	105
2025 Q3	$1.11M	Hold	28,757	–	–	0.05%	101
2025 Q2	$1.03M	Hold	28,757	–	–	0.05%	105
2025 Q1	$949K	Hold	28,757	–	–	0.05%	105
2024 Q4	$995K	Sell	28,757 -19,851	-41%	-$699K	0.05%	100
2024 Q3	$1.67M	Buy	48,608 +20,193	+71%	+$667K	0.09%	80
2024 Q2	$916K	Buy	+28,415	New	+$896K	0.05%	104

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Obermeyer Wealth Partners's DFAC Position: Q3 2026 in Review

Obermeyer Wealth Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 28,757 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #103.

Obermeyer Wealth Partners first reported a position in DFAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q3 2024. 340 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Obermeyer Wealth Partners held 28,757 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.28M as of Q3 2026.
Obermeyer Wealth Partners left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.05% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #103 holding.
Obermeyer Wealth Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
Obermeyer Wealth Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.67M in Q3 2024.
340 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.