Aurelius Family Office’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$818K	Sell	15,023 -64	-0.4%	-$3.48K	0.32%	31
2026 Q1	$815K	Sell	15,087 -148	-1%	-$8.05K	0.35%	31
2025 Q4	$825K	Sell	15,235 -147	-1%	-$8.09K	0.36%	31
2025 Q3	$855K	Sell	15,382 -99	-0.6%	-$5.43K	0.38%	31
2025 Q2	$844K	Sell	15,481 -274	-2%	-$14.7K	0.4%	31
2025 Q1	$842K	Buy	15,755 +3,379	+27%	+$180K	0.43%	31
2024 Q4	$654K	Buy	+12,376	New	+$669K	0.33%	33

Other funds holding DFGP

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return