AFO
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Aurelius Family Office’s Dimensional International Value ETF DFIV Stock Holding History

Aurelius Family Office’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
37,893
-1,960
-5% -$108K 0.81% 25
2026
Q1 		$2.1M Sell
39,853
-3,311
-8% -$175K 0.91% 24
2025
Q4 		$2.19M Sell
43,164
-5,706
-12% -$271K 0.94% 24
2025
Q3 		$2.25M Sell
48,870
-681
-1% -$30.5K 1% 23
2025
Q2 		$2.12M Sell
49,551
-775
-2% -$31.6K 1% 23
2025
Q1 		$1.98M Sell
50,326
-1,467
-3% -$56K 1% 23
2024
Q4 		$1.84M Buy
+51,793
New +$1.9M 0.93% 22

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional International Value ETF (DFIV) stake by 4.9% in Q2 2026, selling an estimated $108K and leaving 37,893 shares worth $2.05M. The position accounts for 0.81% of the portfolio, ranked #25.

Aurelius Family Office first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q3 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Aurelius Family Office held 37,893 shares of Dimensional International Value ETF worth $2.05M as of Q2 2026.
  • Aurelius Family Office sold 1,960 Dimensional International Value ETF shares in Q2 2026, an estimated $108K.
  • Dimensional International Value ETF made up 0.81% of Aurelius Family Office's portfolio in Q2 2026, its #25 holding.
  • Aurelius Family Office first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Aurelius Family Office's Dimensional International Value ETF position peaked at $2.25M in Q3 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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