account_balance
Investment manager · 13F filer · SEC CIK 2065974
Aspen Capital Management, LLC
Reported value$457Mas of Sep 30, 2026
Positions84 5 new, 4 sold out
Top 10 weight72.8%DFIC alone is 20%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFICDimensional ETF Trust
20.4%Added +4%
DFACDimensional ETF Trust
16.1%Added +5%
DFCFDimensional ETF Trust
7.1%
DUSBDimensional ETF Trust
5.7%Added +47%
DFEMDimensional ETF Trust
5.1%Added +5%
SGOViShares Tr
5.1%Trimmed −33%
DFATDimensional ETF Trust
3.7%Trimmed −7%
DFASDimensional ETF Trust
3.6%
DFGRDimensional ETF Trust
3.3%
USBUS Bancorp
2.7%
DFSVDfa Invt Dimensions Group In
2.5%Added +3%
DCORDfa Invt Dimensions Group In
2.5%Added +8%
DFICDimensional ETF Trust
20.4%Added +4%
DFACDimensional ETF Trust
16.1%Added +5%
DFCFDimensional ETF Trust
7.1%
DUSBDimensional ETF Trust
5.7%
DFEMDimensional ETF Trust
5.1%+5%
SGOViShares Tr
5.1%−33%
DFAT3.7%
DFAS3.6%
DFGR3.3%
USB2.7%DFSV
DCOR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFIC Dimensional ETF Trust 20.4% Added +4%
DFAC Dimensional ETF Trust 16.1% Added +5%
DFCF Dimensional ETF Trust 7.1% Held
DUSB Dimensional ETF Trust 5.7% Added +47%
DFEM Dimensional ETF Trust 5.1% Added +5%
SGOV iShares Tr 5.1% Trimmed −33%
DFAT Dimensional ETF Trust 3.7% Trimmed −7%
DFAS Dimensional ETF Trust 3.6% Held
DFGR Dimensional ETF Trust 3.3% Held
USB US Bancorp 2.7% HeldDFSV Dfa Invt Dimensions Group In 2.5% Added +3%
DCOR Dfa Invt Dimensions Group In 2.5% Added +8%
What changed
Biggest moves since Jun 30, 2026
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