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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 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. 392 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.
392 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.