ACM
DFSD

Aspen Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Aspen Capital Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,550
Closed -$1.74M – 73
2025
Q1 		$1.74M Buy
+36,550
New +$1.73M 0.56% 21

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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Aspen Capital Management's DFSD Position: Q2 2025 in Review

Aspen Capital Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 36,550 shares — an estimated $1.74M sold.

Aspen Capital Management first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $1.74M in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Aspen Capital Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Aspen Capital Management sold 36,550 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $1.74M.
  • Aspen Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Aspen Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.74M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Aspen Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.