APC
DFSD

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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return