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TownSquare Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

TownSquare Capital’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,062
Closed -$613K – 835
2025
Q1 		$613K Buy
+20,062
New +$620K 0.01% 1044

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

TownSquare Capital's DFLV Position: Q2 2025 in Review

TownSquare Capital sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2025, closing a stake of 20,062 shares — an estimated $613K sold.

TownSquare Capital first reported a position in DFLV in Q1 2025 and held it in 1 quarter. The position peaked at $613K in Q1 2025. 295 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.

  • TownSquare Capital reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 20,062 Dimensional US Large Cap Value ETF shares in Q2 2025, an estimated $613K.
  • TownSquare Capital first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • TownSquare Capital's Dimensional US Large Cap Value ETF position peaked at $613K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.

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