Aspen Capital Management’s Dimensional World Equity ETF DFAW Stock Holding History

Aspen Capital Management’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Buy	30,649 +4,599	+18%	+$371K	0.56%	25
2026 Q1	$1.92M	Buy	26,050 +2,773	+12%	+$211K	0.48%	24
2025 Q4	$1.72M	Buy	23,277 +7,125	+44%	+$518K	0.43%	24
2025 Q3	$1.16M	Buy	16,152 +2,832	+21%	+$197K	0.3%	33
2025 Q2	$893K	Buy	13,320 +1,341	+11%	+$83.9K	0.25%	34
2025 Q1	$734K	Buy	+11,979	New	+$758K	0.23%	34

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aspen Capital Management's DFAW Position: Q2 2026 in Review

Aspen Capital Management increased its Dimensional World Equity ETF (DFAW) stake by 18% in Q2 2026, buying an estimated $371K and bringing the position to 30,649 shares worth $2.54M. The position accounts for 0.56% of the portfolio, ranked #25.

Aspen Capital Management first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Aspen Capital Management held 30,649 shares of Dimensional World Equity ETF worth $2.54M as of Q2 2026.
Aspen Capital Management bought 4,599 Dimensional World Equity ETF shares in Q2 2026, an estimated $371K.
Dimensional World Equity ETF made up 0.56% of Aspen Capital Management's portfolio in Q2 2026, its #25 holding.
Aspen Capital Management first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.