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TownSquare Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

TownSquare Capital’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,224
Closed -$346K – 834
2025
Q1 		$346K Buy
+8,224
New +$339K ﹤0.01% 1287

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

TownSquare Capital's DFIP Position: Q2 2025 in Review

TownSquare Capital sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2025, closing a stake of 8,224 shares — an estimated $346K sold.

TownSquare Capital first reported a position in DFIP in Q1 2025 and held it in 1 quarter. The position peaked at $346K in Q1 2025. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • TownSquare Capital reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 8,224 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $346K.
  • TownSquare Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2025 and held it in 1 quarter.
  • TownSquare Capital's Dimensional Inflation-Protected Securities ETF position peaked at $346K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.