OWP
DFAX icon

Obermeyer Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Obermeyer Wealth Partners’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$453K Hold
12,285
– – 0.02% 182
2026
Q1 		$417K Buy
+12,285
New +$428K 0.02% 191
2024
Q4 		– Sell
-11,676
Closed -$315K – 261
2024
Q3 		$315K Buy
+11,676
New +$303K 0.02% 201

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Obermeyer Wealth Partners's DFAX Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 12,285 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #182.

Obermeyer Wealth Partners first reported a position in DFAX in Q3 2024 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Obermeyer Wealth Partners held 12,285 shares of Dimensional World ex US Core Equity 2 ETF worth $453K as of Q2 2026.
  • Obermeyer Wealth Partners left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Obermeyer Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.