Dimension Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Dimension Capital Management’s Portfolio STPZ Stock Details STPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Hold	7,483	–	–	0.05%	101
2026 Q1	$405K	Hold	7,483	–	–	0.06%	89
2025 Q4	$402K	Hold	7,483	–	–	0.06%	84
2025 Q3	$405K	Hold	7,483	–	–	0.06%	84
2025 Q2	$403K	Hold	7,483	–	–	0.06%	80
2025 Q1	$404K	Hold	7,483	–	–	0.07%	75
2024 Q4	$391K	Hold	7,483	–	–	0.06%	74
2024 Q3	$395K	Sell	7,483 -1,915	-20%	-$99.9K	0.07%	74
2024 Q2	$485K	Hold	9,398	–	–	0.1%	67
2024 Q1	$484K	Hold	9,398	–	–	0.1%	66
2023 Q4	$481K	Hold	9,398	–	–	0.1%	66
2023 Q3	$471K	Hold	9,398	–	–	0.11%	56
2023 Q2	$473K	Hold	9,398	–	–	0.1%	62
2023 Q1	$480K	Hold	9,398	–	–	0.11%	61
2022 Q4	$469K	Hold	9,398	–	–	0.11%	65
2022 Q3	$465K	Hold	9,398	–	–	0.11%	66
2022 Q2	$492K	Hold	9,398	–	–	0.11%	61
2022 Q1	$512K	Hold	9,398	–	–	0.1%	67
2021 Q4	$519K	Hold	9,398	–	–	0.1%	69
2021 Q3	$516K	Hold	9,398	–	–	0.11%	71
2021 Q2	$517K	Sell	9,398 -1,978	-17%	-$109K	0.11%	66
2021 Q1	$623K	Hold	11,376	–	–	0.15%	62
2020 Q4	$616K	Hold	11,376	–	–	0.18%	54
2020 Q3	$613K	Hold	11,376	–	–	0.19%	55
2020 Q2	$605K	Hold	11,376	–	–	0.19%	56
2020 Q1	$588K	Hold	11,376	–	–	0.21%	49
2019 Q4	$596K	Hold	11,376	–	–	0.17%	62
2019 Q3	$596K	Hold	11,376	–	–	0.2%	54
2019 Q2	$599K	Hold	11,376	–	–	0.2%	58
2019 Q1	$588K	Hold	11,376	–	–	0.25%	55
2018 Q4	$578K	Hold	11,376	–	–	0.28%	49
2018 Q3	$584K	Hold	11,376	–	–	0.28%	49
2018 Q2	$589K	Hold	11,376	–	–	0.32%	44
2018 Q1	$591K	Hold	11,376	–	–	0.33%	49
2017 Q4	$591K	Hold	11,376	–	–	0.37%	44
2017 Q3	$594K	Hold	11,376	–	–	0.19%	47
2017 Q2	$593K	Buy	+11,376	New	+$597K	0.19%	46

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimension Capital Management's STPZ Position: Q2 2026 in Review

Dimension Capital Management held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 7,483 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #101.

Dimension Capital Management first reported a position in STPZ in Q2 2017 and has held it in 37 quarters since. The position peaked at $623K in Q1 2021. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Dimension Capital Management held 7,483 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $399K as of Q2 2026.
Dimension Capital Management left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.05% of Dimension Capital Management's portfolio in Q2 2026, its #101 holding.
Dimension Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2017 and has held it in 37 quarters since.
Dimension Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $623K in Q1 2021.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.