Aspire Private Capital
DFCF icon

Aspire Private Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Aspire Private Capital’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
Q3 		$534K Buy
13,312
+2,362
+22% +$97.9K 0.11% 127
2026
Q2 		$462K Buy
10,950
+5
+0% +$211 0.1% 125
2026
Q1 		$462K Buy
10,945
+938
+9% +$40K 0.1% 127
2025
Q4 		$426K Sell
10,007
-1,969
-16% -$84.3K 0.09% 126
2025
Q3 		$512K Buy
11,976
+1,071
+10% +$45.4K 0.11% 124
2025
Q2 		$461K Buy
10,905
+4
+0% +$167 0.11% 134
2025
Q1 		$458K Buy
10,901
+3,106
+40% +$129K 0.11% 130
2024
Q4 		$322K Buy
7,795
+569
+8% +$24K 0.08% 137
2024
Q3 		$312K Buy
7,226
+3,332
+86% +$142K 0.07% 136
2024
Q2 		$162K Sell
3,894
-15
-0.4% -$622 0.04% 168
2024
Q1 		$164K Buy
3,909
+3,313
+556% +$139K 0.04% 162
2023
Q4 		$25.3K Sell
596
-8,017
-93% -$328K 0.01% 289
2023
Q3 		$348K Buy
8,613
+3,181
+59% +$131K 0.11% 105
2023
Q2 		$227K Buy
+5,432
New +$229K 0.07% 121

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Aspire Private Capital's DFCF Position: Q3 2026 in Review

Aspire Private Capital increased its Dimensional Core Fixed Income ETF (DFCF) stake by 22% in Q3 2026, buying an estimated $97.9K and bringing the position to 13,312 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #127.

Aspire Private Capital first reported a position in DFCF in Q2 2023 and has held it in 14 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Aspire Private Capital held 13,312 shares of Dimensional Core Fixed Income ETF worth $534K as of Q3 2026.
  • Aspire Private Capital bought 2,362 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $97.9K.
  • Dimensional Core Fixed Income ETF made up 0.11% of Aspire Private Capital's portfolio in Q3 2026, its #127 holding.
  • Aspire Private Capital first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Aspire Private Capital's 13F filing for Q3 2026, filed 5 Nov 2026.