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TownSquare Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

TownSquare Capital’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,967
Closed -$635K – 1249
2023
Q4 		$635K Sell
14,967
-9,406
-39% -$385K 0.01% 710
2023
Q3 		$984K Buy
24,373
+16,382
+205% +$676K 0.02% 558
2023
Q2 		$333K Sell
7,991
-1,555
-16% -$65.6K 0.01% 871
2023
Q1 		$406K Buy
+9,546
New +$404K 0.01% 752

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HSA
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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

TownSquare Capital's DFCF Position: Q1 2024 in Review

TownSquare Capital sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2024, closing a stake of 14,967 shares — an estimated $635K sold.

TownSquare Capital first reported a position in DFCF in Q1 2023 and held it in 4 quarters. The position peaked at $984K in Q3 2023. 283 funds tracked by Wall St. Rank hold DFCF as of Q1 2024.

  • TownSquare Capital reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • TownSquare Capital sold 14,967 Dimensional Core Fixed Income ETF shares in Q1 2024, an estimated $635K.
  • TownSquare Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and held it in 4 quarters.
  • TownSquare Capital's Dimensional Core Fixed Income ETF position peaked at $984K in Q3 2023.
  • 283 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2024.

Based on TownSquare Capital's 13F filing for Q1 2024, filed 15 May 2024.