Aurelius Family Office’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Sell	63,187 -643	-1%	-$26.7K	1%	23
2026 Q1	$2.52M	Buy	63,830 +303	+0.5%	+$12.3K	1.09%	23
2025 Q4	$2.45M	Sell	63,527 -1,039	-2%	-$37.7K	1.05%	23
2025 Q3	$2.3M	Hold	64,566	–	–	1.03%	22
2025 Q2	$2.12M	Sell	64,566 -317	-0.5%	-$9.76K	1%	22
2025 Q1	$1.89M	Sell	64,883 -1,513	-2%	-$42.6K	0.96%	24
2024 Q4	$1.76M	Buy	+66,396	New	+$1.82M	0.89%	23

Other funds holding DISV

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Aurelius Family Office reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1% in Q2 2026, selling an estimated $26.7K and leaving 63,187 shares worth $2.54M. The position accounts for 1% of the portfolio, ranked #23.

Aurelius Family Office first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Aurelius Family Office held 63,187 shares of Dimensional International Small Cap Value ETF worth $2.54M as of Q2 2026.
Aurelius Family Office sold 643 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $26.7K.
Dimensional International Small Cap Value ETF made up 1% of Aurelius Family Office's portfolio in Q2 2026, its #23 holding.
Aurelius Family Office first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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