Aurelius Family Office’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Sell	39,245 -848	-2%	-$44.5K	0.85%	24
2026 Q1	$1.94M	Sell	40,093 -3,089	-7%	-$152K	0.84%	25
2025 Q4	$2.06M	Sell	43,182 -2,649	-6%	-$120K	0.89%	25
2025 Q3	$2.05M	Sell	45,831 -190	-0.4%	-$8.28K	0.91%	25
2025 Q2	$1.95M	Sell	46,021 -3,385	-7%	-$136K	0.92%	25
2025 Q1	$2.04M	Sell	49,406 -2,598	-5%	-$109K	1.03%	21
2024 Q4	$2.13M	Buy	+52,004	New	+$2.21M	1.07%	20

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

TCOTS

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.1% in Q2 2026, selling an estimated $44.5K and leaving 39,245 shares worth $2.16M. The position accounts for 0.85% of the portfolio, ranked #24.

Aurelius Family Office first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Aurelius Family Office held 39,245 shares of Dimensional US Marketwide Value ETF worth $2.16M as of Q2 2026.
Aurelius Family Office sold 848 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $44.5K.
Dimensional US Marketwide Value ETF made up 0.85% of Aurelius Family Office's portfolio in Q2 2026, its #24 holding.
Aurelius Family Office first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
206 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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