AFO
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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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 0.42% in Q2 2026, selling an estimated $3.48K and leaving 15,023 shares worth $818K. The position accounts for 0.32% of the portfolio, ranked #31.

Aurelius Family Office first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Aurelius Family Office held 15,023 shares of Dimensional Global Core Plus Fixed Income ETF worth $818K as of Q2 2026.
  • Aurelius Family Office sold 64 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $3.48K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.32% of Aurelius Family Office's portfolio in Q2 2026, its #31 holding.
  • Aurelius Family Office first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Aurelius Family Office's Dimensional Global Core Plus Fixed Income ETF position peaked at $855K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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