Aurelius Family Office’s Dimensional US Small Cap ETF DFAS Stock Holding History

Aurelius Family Office’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Sell	37,019 -1,643	-4%	-$127K	1.2%	19
2026 Q1	$2.75M	Sell	38,662 -2,055	-5%	-$151K	1.2%	18
2025 Q4	$2.91M	Sell	40,717 -1,934	-5%	-$133K	1.25%	18
2025 Q3	$2.92M	Sell	42,651 -1,040	-2%	-$69.4K	1.3%	17
2025 Q2	$2.78M	Buy	43,691 +485	+1%	+$29.1K	1.32%	17
2025 Q1	$2.58M	Sell	43,206 -28,188	-39%	-$1.81M	1.31%	17
2024 Q4	$4.65M	Buy	+71,394	New	+$4.78M	2.34%	13

Other funds holding DFAS

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

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional US Small Cap ETF (DFAS) stake by 4.2% in Q2 2026, selling an estimated $127K and leaving 37,019 shares worth $3.05M. The position accounts for 1.2% of the portfolio, ranked #19.

Aurelius Family Office first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.65M in Q4 2024. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Aurelius Family Office held 37,019 shares of Dimensional US Small Cap ETF worth $3.05M as of Q2 2026.
Aurelius Family Office sold 1,643 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $127K.
Dimensional US Small Cap ETF made up 1.2% of Aurelius Family Office's portfolio in Q2 2026, its #19 holding.
Aurelius Family Office first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Dimensional US Small Cap ETF position peaked at $4.65M in Q4 2024.
229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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