The Analysis of Aurelius Family Office LLC's Holdings
Currently, Aurelius Family Office LLC holds 48 types of securities in its portfolio with a total value $232.5M. In the most recent quarter, they have increased their positions in DFCF (+27.1K shares, valued at $1.2M), BNDW (+12.8K shares, valued at $881.8K), N/A (+1.1K shares, valued at $709.0K); decreased their positions in DFAC (-8.8K shares, valued at $353.5K), DFIV (-5.7K shares, valued at $289.9K), VEA (-3.9K shares, valued at $252.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST708.4K shares-1.23%2025-12-312026-01-09
BNDW VANGUARD SCOTTSDALE FDS347.3K shares3.83%2025-12-312026-01-09 DFCF DIMENSIONAL ETF TRUST458.8K shares6.27%2025-12-312026-01-09 VGLT VANGUARD SCOTTSDALE FDS211.6K shares2.78%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS175.7K shares-2.20%2025-12-312026-01-09 VTIP VANGUARD MALVERN FDS196.8K shares6.09%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F155.6K shares-1.43%2025-12-312026-01-09 VBR VANGUARD INDEX FDS36.2K shares5.29%2025-12-312026-01-09 BND VANGUARD BD INDEX FDS100.2K shares-2.78%2025-12-312026-01-09 DFUS DIMENSIONAL ETF TRUST94.8K shares-0.47%2025-12-312026-01-09 VONG VANGUARD SCOTTSDALE FDS53.1K shares1.72%2025-12-312026-01-09 VB VANGUARD INDEX FDS23.0K shares1.57%2025-12-312026-01-09 VTI VANGUARD INDEX FDS10.9K shares-0.17%2025-12-312026-01-09 DFNM DIMENSIONAL ETF TRUST69.4K shares0.76%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR4.6K shares-0.15%2025-12-312026-01-09 VBK VANGUARD INDEX FDS10.2K shares7.50%2025-12-312026-01-09 DFAS DIMENSIONAL ETF TRUST40.7K shares-4.53%2025-12-312026-01-09 AVEM AMERICAN CENTY ETF TR34.3K shares-0.07%2025-12-312026-01-09 REET ISHARES TR105.5K shares7.53%2025-12-312026-01-09 DFIS DIMENSIONAL ETF TRUST77.3K shares-1.40%2025-12-312026-01-09 VONV VANGUARD SCOTTSDALE FDS26.1K shares7.60%2025-12-312026-01-09 DISV DIMENSIONAL ETF TRUST63.5K shares-1.61%2025-12-312026-01-09 DFIV DIMENSIONAL ETF TRUST43.2K shares-11.68%2025-12-312026-01-09 DFUV DIMENSIONAL ETF TRUST43.2K shares-5.78%2025-12-312026-01-09 IWM ISHARES TR5.1K shares-1.10%2025-12-312026-01-09 AVDE AMERICAN CENTY ETF TR15.1K shares-5.20%2025-12-312026-01-09 AVUS AMERICAN CENTY ETF TR10.1K shares-0.33%2025-12-312026-01-09 DFAT DIMENSIONAL ETF TRUST18.2K shares-0.02%2025-12-312026-01-09 VTV VANGUARD INDEX FDS5.5K shares-6.26%2025-12-312026-01-09 DFGP DIMENSIONAL ETF TRUST15.2K shares-0.96%2025-12-312026-01-09 EFV ISHARES TR9.7K shares-15.07%2025-12-312026-01-09 DFSV DIMENSIONAL ETF TRUST18.2K shares-0.08%2025-12-312026-01-09 TLT ISHARES TR6.8K shares-3.08%2025-12-312026-01-09 WRB BERKLEY W R CORP7.5K shares0.00%2025-12-312026-01-09 VSS VANGUARD INTL EQUITY INDEX F3.3K shares-2.10%2025-12-312026-01-09 DFEM DIMENSIONAL ETF TRUST12.4K shares-0.06%2025-12-312026-01-09 ISVL ISHARES TR8.0K shares-3.31%2025-12-312026-01-09 IWN ISHARES TR2.1K shares-0.29%2025-12-312026-01-09 DFIC DIMENSIONAL ETF TRUST10.4K shares0.00%2025-12-312026-01-09 DFLV DIMENSIONAL ETF TRUST8.7K shares-2.01%2025-12-312026-01-09 STIP ISHARES TR3.0K shares-5.48%2025-12-312026-01-09 MSFT MICROSOFT CORP594 shares0.00%2025-12-312026-01-09 AAPL APPLE INC950 shares0.00%2025-12-312026-01-09 SCHC SCHWAB STRATEGIC TR5.4K shares0.00%2025-12-312026-01-09 SCZ ISHARES TR3.0K shares-11.75%2025-12-312026-01-09 DFAW DIMENSIONAL ETF TRUST2.9K shares4.08%2025-12-312026-01-09 BROADCOM INC BROADCOM INC620 shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available