Aurelius Family Office’s Dimensional US Core Equity 2 ETF 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 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

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

RWM

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Aurelius Family Office's DFAC Position: Q2 2026 in Review

Aurelius Family Office reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.2% in Q2 2026, selling an estimated $361K and leaving 681,653 shares worth $30.2M. The position accounts for 11.91% of the portfolio, ranked #2.

Aurelius Family Office first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Aurelius Family Office held 681,653 shares of Dimensional US Core Equity 2 ETF worth $30.2M as of Q2 2026.
Aurelius Family Office sold 8,440 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $361K.
Dimensional US Core Equity 2 ETF made up 11.91% of Aurelius Family Office's portfolio in Q2 2026, its #2 holding.
Aurelius Family Office first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.