Aurelius Family Office’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Aurelius Family Office’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	$28.6M	Sell	643,953 -37,700	-6%	-$1.7M	11.38%	2
2026 Q2	$30.2M	Sell	681,653 -8,440	-1%	-$361K	11.91%	2
2026 Q1	$26.8M	Sell	690,093 -18,263	-3%	-$736K	11.66%	2
2025 Q4	$28.4M	Sell	708,356 -8,805	-1%	-$344K	12.23%	2
2025 Q3	$27.7M	Sell	717,161 -2,468	-0.3%	-$92.1K	12.31%	2
2025 Q2	$25.8M	Sell	719,629 -6,119	-0.8%	-$204K	12.19%	2
2025 Q1	$23.9M	Buy	725,748 +1,729	+0.2%	+$60K	12.15%	2
2024 Q4	$25M	Buy	+724,019	New	+$25.5M	12.63%	2

Other funds holding DFAC

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Aurelius Family Office's DFAC Position: Q3 2026 in Review

Aurelius Family Office reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 5.5% in Q3 2026, selling an estimated $1.7M and leaving 643,953 shares worth $28.6M. The position accounts for 11.38% of the portfolio, ranked #2.

Aurelius Family Office first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.2M in Q2 2026. 731 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Aurelius Family Office held 643,953 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $28.6M as of Q3 2026.
Aurelius Family Office sold 37,700 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.7M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 11.38% of Aurelius Family Office's portfolio in Q3 2026, its #2 holding.
Aurelius Family Office first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Aurelius Family Office's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $30.2M in Q2 2026.
731 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Aurelius Family Office's 13F filing for Q3 2026, filed 23 Oct 2026.