Aurelius Family Office LLC Reduced Holdings in Q2 2025

Aurelius Family Office LLC

  • $212 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.55K
- 1.47%
$72.02 - $73.82 $112K - $114K
104K $7.64B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.39K
- 6.85%
$36.25 - $42.28 $123K - $143K
46K $1.95B
EFV
Msci Eafe Value ETF

ETFs
-1.58K
- 11.38%
$52.4 - $64.65 $82.8K - $102K
12.3K $782M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-173
- 2.31%
$83.97 - $92.85 $14.5K - $16.1K
7.3K $644M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-70
- 2.18%
$102.02 - $103.5 $7.14K - $7.25K
3.14K $324M
Dimensional ETF Trust
-274
- 1.74%
N/A
15.5K $844M
Dimensional ETF Trust
-29
- 0.32%
N/A
9.12K $283M
VTV
Vanguard Value ETF

ETFs
-61
- 0.98%
$153.67 - $176.74 $9.37K - $10.8K
6.15K $1.09B
DFAT
Dimensional ETF Tr U S Target

ETFs
-456
- 2.36%
$44.8 - $53.97 $20.4K - $24.6K
18.9K $1.02B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-30
- 0.84%
$57.14 - $72.68 $1.71K - $2.18K
3.54K $258M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1
- 0.01%
$24.94 - $31.15 $24.9 - $31.2
10.4K $324M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-73
- 2.06%
$104.23 - $134.39 $7.61K - $9.81K
3.46K $465M
MSFT
Microsoft Corp

Technology
-7
- 1.09%
$354.56 - $497.45 $2.48K - $3.48K
637 $317M
IWM
Ishares Russell 2000 ETF

ETFs
-50
- 0.94%
$174.82 - $215.79 $8.74K - $10.8K
5.27K $1.14B
AVUS
American Centy ETF Tr Avantis

ETFs
-37
- 0.36%
$81.38 - $100.82 $3.01K - $3.73K
10.1K $1.02B
AVDE
American Centy ETF Tr Avantis

ETFs
-615
- 3.56%
$59.32 - $74.36 $36.5K - $45.7K
16.7K $1.23B
DFIV
Dimensional ETF Tr

ETFs
-775
- 1.54%
$34.67 - $43.21 $26.9K - $33.5K
49.6K $2.12B
AVEM
American Centy ETF Tr Avantis

ETFs
-1.77K
- 4.79%
$53.08 - $68.54 $94.1K - $122K
35.2K $2.42B
VB
Vanguard Small Cap ETF

ETFs
-681
- 2.83%
$193.73 - $237.37 $132K - $162K
23.4K $5.54B
DISV
Dimensional ETF Tr Dimensional

ETFs
-317
- 0.49%
$25.93 - $32.91 $8.22K - $10.4K
64.6K $2.12B
VBR
Vanguard Small Cap Value ETF

ETFs
-352
- 1.0%
$162.76 - $195.77 $57.3K - $68.9K
34.9K $6.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.28%
$496.48 - $617.85 $6.45K - $8.03K
4.68K $2.89B
DFIS
Dimensional ETF Tr Dimensional

ETFs
-772
- 0.93%
$23.2 - $29.84 $17.9K - $23K
82.1K $2.45B
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 0.19%
$243.75 - $303.93 $5.12K - $6.38K
10.9K $3.32B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.12K
- 0.84%
$29.12 - $35.84 $178K - $219K
720K $25.8B
Activity Summary
Buys All Purchases 17 New Holdings 1 Increased Positions 16 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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