Aurelius Family Office’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$674K	Sell	17,370 -760	-4%	-$28.4K	0.27%	33
2026 Q1	$635K	Sell	18,130 -29	-0.2%	-$1.02K	0.28%	33
2025 Q4	$613K	Sell	18,159 -15	-0.1%	-$482	0.26%	33
2025 Q3	$579K	Sell	18,174 -2	-0%	-$62	0.26%	34
2025 Q2	$535K	Buy	18,176 +39	+0.2%	+$1.08K	0.25%	35
2025 Q1	$511K	Sell	18,137 -75,972	-81%	-$2.3M	0.26%	35
2024 Q4	$2.9M	Buy	+94,109	New	+$2.98M	1.46%	15

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

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

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return