Aspire Private Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Aspire Private Capital’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
2026 Q2	$3.4M	Buy	71,210 +18,099	+34%	+$867K	0.7%	39
2026 Q1	$2.54M	Sell	53,111 -4,611	-8%	-$222K	0.57%	41
2025 Q4	$2.77M	Sell	57,722 -1,052	-2%	-$50.7K	0.62%	39
2025 Q3	$2.83M	Buy	58,774 +2,041	+4%	+$98.2K	0.62%	39
2025 Q2	$2.72M	Buy	56,733 +4,134	+8%	+$197K	0.63%	41
2025 Q1	$2.5M	Buy	52,599 +6,399	+14%	+$302K	0.62%	41
2024 Q4	$2.17M	Buy	46,200 +3,065	+7%	+$145K	0.54%	45
2024 Q3	$2.06M	Buy	43,135 +25,374	+143%	+$1.2M	0.49%	41
2024 Q2	$835K	Buy	17,761 +12,240	+222%	+$575K	0.22%	80
2024 Q1	$260K	Buy	5,521 +3,318	+151%	+$156K	0.07%	139
2023 Q4	$104K	Sell	2,203 -1,822	-45%	-$84.9K	0.03%	177
2023 Q3	$187K	Buy	4,025 +953	+31%	+$44.3K	0.06%	131
2023 Q2	$142K	Buy	+3,072	New	+$143K	0.05%	140

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 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 $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's DFSD Position: Q2 2026 in Review

Aspire Private Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q2 2026, buying an estimated $867K and bringing the position to 71,210 shares worth $3.4M. The position accounts for 0.7% of the portfolio, ranked #39.

Aspire Private Capital first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Aspire Private Capital held 71,210 shares of Dimensional Short-Duration Fixed Income ETF worth $3.4M as of Q2 2026.
Aspire Private Capital bought 18,099 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $867K.
Dimensional Short-Duration Fixed Income ETF made up 0.7% of Aspire Private Capital's portfolio in Q2 2026, its #39 holding.
Aspire Private Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.