Aurelius Family Office’s Dimensional International Small Cap ETF DFIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.74M	Sell	78,127 -319	-0.4%	-$11.4K	1.08%	21
2026 Q1	$2.64M	Buy	78,446 +1,099	+1%	+$38.3K	1.15%	21
2025 Q4	$2.59M	Sell	77,347 -1,100	-1%	-$35K	1.11%	21
2025 Q3	$2.48M	Sell	78,447 -3,611	-4%	-$111K	1.1%	21
2025 Q2	$2.45M	Sell	82,058 -772	-0.9%	-$21.4K	1.16%	19
2025 Q1	$2.14M	Sell	82,830 -2,357	-3%	-$60.3K	1.09%	20
2024 Q4	$2.09M	Buy	+85,187	New	+$2.16M	1.06%	21

Other funds holding DFIS

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.41% in Q2 2026, selling an estimated $11.4K and leaving 78,127 shares worth $2.74M. The position accounts for 1.08% of the portfolio, ranked #21.

Aurelius Family Office first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Aurelius Family Office held 78,127 shares of Dimensional International Small Cap ETF worth $2.74M as of Q2 2026.
Aurelius Family Office sold 319 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $11.4K.
Dimensional International Small Cap ETF made up 1.08% of Aurelius Family Office's portfolio in Q2 2026, its #21 holding.
Aurelius Family Office first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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