AFO
DFUS

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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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. 872 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.
  • 872 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.