Aspen Capital Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Hold	7,939	–	–	0.1%	48
2025 Q4	$411K	Sell	7,939 -1,930	-20%	-$102K	0.1%	47
2025 Q3	$526K	Sell	9,869 -368	-4%	-$19.4K	0.13%	42
2025 Q2	$537K	Buy	10,237 +5,729	+127%	+$295K	0.15%	42
2025 Q1	$232K	Buy	+4,508	New	+$231K	0.07%	56

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Aspen Capital Management's DFSB Position: Q1 2026 in Review

Aspen Capital Management held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 7,939 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #48.

Aspen Capital Management first reported a position in DFSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $537K in Q2 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Aspen Capital Management held 7,939 shares of Dimensional Global Sustainability Fixed Income ETF worth $411K as of Q1 2026.
Aspen Capital Management left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.1% of Aspen Capital Management's portfolio in Q1 2026, its #48 holding.
Aspen Capital Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Aspen Capital Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $537K in Q2 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Aspen Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.