Aspen Capital Management, LLC DFAS Holdings History
Number of Shares
224,108.00
Current Holdings Value*
$13.39 Mil
% of Portfolio
4.28%
Total Estimate Gain
$502,001.92
% of Total Estimate Gain
3.48%
Aspen Capital Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Aspen Capital Management, LLC held 224,108.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $13.39 Mil. This investment constitutes 4.28% of their stock portfolio, and Aspen Capital Management, LLC now holds 0.14% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFAS's current price of $66.55, Aspen Capital Management, LLC's estimated gain on his DFAS holdings is $502,001.92, reflecting a 3.48% gain to date.
Aspen Capital Management, LLC DFAS ($66.55) Holding Chart
Aspen Capital Management, LLC DFAS ($66.55) 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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