Obermeyer Wealth Partners’s Dimensional US Core Equity 2 ETF 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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Obermeyer Wealth Partners's DFAC Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 28,757 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #107.

Obermeyer Wealth Partners first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Obermeyer Wealth Partners held 28,757 shares of Dimensional US Core Equity 2 ETF worth $1.12M as of Q1 2026.
Obermeyer Wealth Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #107 holding.
Obermeyer Wealth Partners first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Dimensional US Core Equity 2 ETF position peaked at $1.67M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.