TownSquare Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

TownSquare Capital’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,078	Closed	-$260K	–	432
2025 Q2	$260K	Sell	4,078 -31,778	-89%	-$1.91M	0.03%	520
2025 Q1	$2.14M	Buy	35,856 +13,767	+62%	+$885K	0.02%	591
2024 Q4	$1.44M	Buy	22,089 +8,854	+67%	+$592K	0.02%	655
2024 Q3	$858K	Buy	13,235 +4,904	+59%	+$307K	0.01%	762
2024 Q2	$501K	Buy	+8,331	New	+$501K	0.01%	886

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

TownSquare Capital's DFAS Position: Q3 2025 in Review

TownSquare Capital sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 4,078 shares — an estimated $260K sold.

TownSquare Capital first reported a position in DFAS in Q2 2024 and held it in 5 quarters. The position peaked at $2.14M in Q1 2025. 785 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

TownSquare Capital reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
TownSquare Capital sold 4,078 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $260K.
TownSquare Capital first reported a position in Dimensional US Small Cap ETF in Q2 2024 and held it in 5 quarters.
TownSquare Capital's Dimensional US Small Cap ETF position peaked at $2.14M in Q1 2025.
785 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.