Osborne Partners Capital Management’s Global X DAX Germany ETF DAX Stock Holding History

Osborne Partners Capital Management’s Portfolio DAX Stock Details DAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.1M	Buy	618,608 +9,294	+2%	+$421K	1.38%	18
2025 Q4	$27.8M	Sell	609,314 -13,617	-2%	-$607K	1.43%	16
2025 Q3	$27.9M	Sell	622,931 -4,609	-0.7%	-$206K	1.42%	15
2025 Q2	$28.2M	Sell	627,540 -12,628	-2%	-$531K	1.5%	13
2025 Q1	$25M	Sell	640,168 -23,176	-3%	-$871K	1.44%	13
2024 Q4	$22.1M	Buy	663,344 +6,911	+1%	+$234K	1.28%	16
2024 Q3	$23M	Sell	656,433 -8,008	-1%	-$264K	1.31%	18
2024 Q2	$21.1M	Sell	664,441 -6,308	-0.9%	-$207K	1.26%	19
2024 Q1	$22.4M	Sell	670,749 -1,350	-0.2%	-$42.3K	1.38%	18
2023 Q4	$20.7M	Buy	672,099 +11,636	+2%	+$331K	1.36%	18
2023 Q3	$18M	Buy	660,463 +13,117	+2%	+$379K	1.33%	20
2023 Q2	$19.2M	Buy	647,346 +14,161	+2%	+$422K	1.38%	19
2023 Q1	$18.6M	Buy	633,185 +8,301	+1%	+$234K	1.36%	18
2022 Q4	$16M	Buy	624,884 +69,004	+12%	+$1.67M	1.26%	21
2022 Q3	$11.3M	Buy	+555,880	New	+$12.7M	0.95%	30

Other funds holding DAX

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Osborne Partners Capital Management's DAX Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Global X DAX Germany ETF (DAX) stake by 1.5% in Q1 2026, buying an estimated $421K and bringing the position to 618,608 shares worth $26.1M. The position accounts for 1.38% of the portfolio, ranked #18.

Osborne Partners Capital Management first reported a position in DAX in Q3 2022 and has held it in 15 quarters since. The position peaked at $28.2M in Q2 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

Osborne Partners Capital Management held 618,608 shares of Global X DAX Germany ETF worth $26.1M as of Q1 2026.
Osborne Partners Capital Management bought 9,294 Global X DAX Germany ETF shares in Q1 2026, an estimated $421K.
Global X DAX Germany ETF made up 1.38% of Osborne Partners Capital Management's portfolio in Q1 2026, its #18 holding.
Osborne Partners Capital Management first reported a position in Global X DAX Germany ETF in Q3 2022 and has held it in 15 quarters since.
Osborne Partners Capital Management's Global X DAX Germany ETF position peaked at $28.2M in Q2 2025.
51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.