Aurelius Family Office’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Sell	8,591 -27	-0.3%	-$1.03K	0.13%	42
2026 Q1	$308K	Sell	8,618 -109	-1%	-$3.93K	0.13%	41
2025 Q4	$306K	Sell	8,727 -179	-2%	-$5.96K	0.13%	41
2025 Q3	$293K	Sell	8,906 -209	-2%	-$6.68K	0.13%	43
2025 Q2	$283K	Sell	9,115 -29	-0.3%	-$859	0.13%	43
2025 Q1	$280K	Sell	9,144 -16,922	-65%	-$523K	0.14%	42
2024 Q4	$783K	Buy	+26,066	New	+$815K	0.39%	31

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Aurelius Family Office reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.31% in Q2 2026, selling an estimated $1.03K and leaving 8,591 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #42.

Aurelius Family Office first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q4 2024. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Aurelius Family Office held 8,591 shares of Dimensional US Large Cap Value ETF worth $340K as of Q2 2026.
Aurelius Family Office sold 27 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.03K.
Dimensional US Large Cap Value ETF made up 0.13% of Aurelius Family Office's portfolio in Q2 2026, its #42 holding.
Aurelius Family Office first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Dimensional US Large Cap Value ETF position peaked at $783K in Q4 2024.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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