Aurelius Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Hold	17,369	–	–	0.48%	28
2026 Q1	$1.08M	Sell	17,369 -857	-5%	-$54.4K	0.47%	29
2025 Q4	$1.11M	Sell	18,226 -4	-0%	-$233	0.48%	29
2025 Q3	$1.06M	Sell	18,230 -664	-4%	-$37.8K	0.47%	30
2025 Q2	$1.02M	Sell	18,894 -456	-2%	-$23.2K	0.48%	30
2025 Q1	$996K	Sell	19,350 -648	-3%	-$35.7K	0.51%	29
2024 Q4	$1.11M	Buy	+19,998	New	+$1.14M	0.56%	27

Other funds holding DFAT

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

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

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

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

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

Aurelius Family Office held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 17,369 shares worth $1.21M. The position accounts for 0.48% of the portfolio, ranked #28.

Aurelius Family Office first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Aurelius Family Office held 17,369 shares of Dimensional US Targeted Value ETF worth $1.21M as of Q2 2026.
Aurelius Family Office left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.48% of Aurelius Family Office's portfolio in Q2 2026, its #28 holding.
Aurelius Family Office first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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