Aspen Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.8M	Buy	824,636 +1,524	+0.2%	+$64.4K	7.68%	3
2026 Q1	$34.8M	Buy	823,112 +74,118	+10%	+$3.16M	8.6%	4
2025 Q4	$31.9M	Buy	748,994 +59,960	+9%	+$2.57M	7.89%	4
2025 Q3	$29.5M	Buy	689,034 +5,967	+0.9%	+$253K	7.51%	4
2025 Q2	$28.9M	Buy	683,067 +65,322	+11%	+$2.72M	8.09%	4
2025 Q1	$26M	Buy	+617,745	New	+$25.7M	8.31%	4

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Aspen Capital Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.19% in Q2 2026, buying an estimated $64.4K and bringing the position to 824,636 shares worth $34.8M. The position accounts for 7.68% of the portfolio, ranked #3.

Aspen Capital Management first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Aspen Capital Management held 824,636 shares of Dimensional Core Fixed Income ETF worth $34.8M as of Q2 2026.
Aspen Capital Management bought 1,524 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $64.4K.
Dimensional Core Fixed Income ETF made up 7.68% of Aspen Capital Management's portfolio in Q2 2026, its #3 holding.
Aspen Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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