Aspen Capital Management, LLC DFAT Holdings History
Number of Shares
301,777.00
Current Holdings Value*
$15.54 Mil
% of Portfolio
4.97%
Total Estimate Gain
$96,568.64
% of Total Estimate Gain
0.58%
Aspen Capital Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Aspen Capital Management, LLC held 301,777.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $15.54 Mil. This investment constitutes 4.97% of their stock portfolio, and Aspen Capital Management, LLC now holds 0.15% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFAT's current price of $55.35, Aspen Capital Management, LLC's estimated gain on his DFAT holdings is $96,568.64, reflecting a 0.58% gain to date.
Aspen Capital Management, LLC DFAT ($55.35) Holding Chart
Aspen Capital Management, LLC DFAT ($55.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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