ACM
DFSI

Aspen Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Aspen Capital Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.17M Buy
92,563
+973
+1% +$43.7K 0.92% 18
2026
Q1 		$3.88M Sell
91,590
-67
-0.1% -$2.97K 0.96% 17
2025
Q4 		$3.93M Buy
91,657
+6,343
+7% +$264K 0.97% 18
2025
Q3 		$3.49M Buy
85,314
+3,455
+4% +$138K 0.89% 19
2025
Q2 		$3.23M Buy
81,859
+36,423
+80% +$1.35M 0.9% 20
2025
Q1 		$1.59M Buy
+45,436
New +$1.58M 0.51% 22

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Aspen Capital Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $43.7K and bringing the position to 92,563 shares worth $4.17M. The position accounts for 0.92% of the portfolio, ranked #18.

Aspen Capital Management first reported a position in DFSI in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Aspen Capital Management held 92,563 shares of Dimensional International Sustainability Core 1 ETF worth $4.17M as of Q2 2026.
  • Aspen Capital Management bought 973 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $43.7K.
  • Dimensional International Sustainability Core 1 ETF made up 0.92% of Aspen Capital Management's portfolio in Q2 2026, its #18 holding.
  • Aspen Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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