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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 4.2% in Q2 2026, selling an estimated $28.4K and leaving 17,370 shares worth $674K. The position accounts for 0.27% of the portfolio, ranked #33.

Aurelius Family Office first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q4 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Aurelius Family Office held 17,370 shares of Dimensional US Small Cap Value ETF worth $674K as of Q2 2026.
Aurelius Family Office sold 760 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $28.4K.
Dimensional US Small Cap Value ETF made up 0.27% of Aurelius Family Office's portfolio in Q2 2026, its #33 holding.
Aurelius Family Office first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Dimensional US Small Cap Value ETF position peaked at $2.9M in Q4 2024.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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