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TownSquare Capital’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

TownSquare Capital’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,244
Closed -$286K – 434
2025
Q2 		$286K Hold
5,244
– – 0.03% 488
2025
Q1 		$280K Sell
5,244
-4,630
-47% -$246K ﹤0.01% 1383
2024
Q4 		$522K Buy
+9,874
New +$534K 0.01% 1008

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TownSquare Capital's DFGP Position: Q3 2025 in Review

TownSquare Capital sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2025, closing a stake of 5,244 shares — an estimated $286K sold.

TownSquare Capital first reported a position in DFGP in Q4 2024 and held it in 3 quarters. The position peaked at $522K in Q4 2024. 141 funds tracked by Wall St. Rank hold DFGP as of Q3 2025.

  • TownSquare Capital reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 5,244 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2025, an estimated $286K.
  • TownSquare Capital first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 3 quarters.
  • TownSquare Capital's Dimensional Global Core Plus Fixed Income ETF position peaked at $522K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2025.

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