TC
DFSD

TownSquare Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

TownSquare Capital’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,913
Closed -$1.47M – 837
2025
Q1 		$1.47M Buy
+30,913
New +$1.46M 0.02% 699
2024
Q4 		– Sell
-4,315
Closed -$206K – 1592
2024
Q3 		$206K Sell
4,315
-2,066
-32% -$98K ﹤0.01% 1371
2024
Q2 		$300K Sell
6,381
-176
-3% -$8.26K ﹤0.01% 1059
2024
Q1 		$308K Sell
6,557
-11,008
-63% -$517K ﹤0.01% 997
2023
Q4 		$826K Buy
17,565
+2,635
+18% +$123K 0.01% 651
2023
Q3 		$692K Buy
+14,930
New +$694K 0.01% 664

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TownSquare Capital's DFSD Position: Q2 2025 in Review

TownSquare Capital sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 30,913 shares — an estimated $1.47M sold.

TownSquare Capital first reported a position in DFSD in Q3 2023 and held it in 6 quarters. The position peaked at $1.47M in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • TownSquare Capital reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 30,913 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $1.47M.
  • TownSquare Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and held it in 6 quarters.
  • TownSquare Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $1.47M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

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