Aurelius Family Office’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.27M	Sell	88,717 -2,707	-3%	-$214K	2.86%	10
2026 Q1	$6.48M	Sell	91,424 -3,350	-4%	-$248K	2.82%	11
2025 Q4	$7.1M	Sell	94,774 -452	-0.5%	-$33.2K	3.05%	11
2025 Q3	$6.9M	Sell	95,226 -914	-1%	-$63.7K	3.07%	11
2025 Q2	$6.44M	Buy	96,140 +685	+0.7%	+$42.4K	3.04%	11
2025 Q1	$5.77M	Sell	95,455 -1,229	-1%	-$78.5K	2.93%	11
2024 Q4	$6.16M	Buy	+96,684	New	+$6.2M	3.11%	12

Other funds holding DFUS

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional US Equity ETF (DFUS) stake by 3% in Q2 2026, selling an estimated $214K and leaving 88,717 shares worth $7.27M. The position accounts for 2.86% of the portfolio, ranked #10.

Aurelius Family Office first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Aurelius Family Office held 88,717 shares of Dimensional US Equity ETF worth $7.27M as of Q2 2026.
Aurelius Family Office sold 2,707 Dimensional US Equity ETF shares in Q2 2026, an estimated $214K.
Dimensional US Equity ETF made up 2.86% of Aurelius Family Office's portfolio in Q2 2026, its #10 holding.
Aurelius Family Office first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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