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Tassel Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Tassel Capital Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3M Buy
271,257
+5,411
+2% +$397K 10.48% 3
2025
Q4 		$18.5M Buy
265,846
+15,440
+6% +$1.06M 11.21% 3
2025
Q3 		$17.1M Buy
250,406
+10,066
+4% +$672K 10.97% 4
2025
Q2 		$15.3M Buy
240,340
+93,632
+64% +$5.61M 11.76% 3
2025
Q1 		$8.77M Buy
146,708
+10,323
+8% +$664K 7.67% 7
2024
Q4 		$8.88M Buy
+136,385
New +$9.12M 7.87% 7

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Tassel Capital Management's DFAS Position: Q1 2026 in Review

Tassel Capital Management increased its Dimensional US Small Cap ETF (DFAS) stake by 2% in Q1 2026, buying an estimated $397K and bringing the position to 271,257 shares worth $19.3M. The position accounts for 10.48% of the portfolio, ranked #3.

Tassel Capital Management first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Tassel Capital Management held 271,257 shares of Dimensional US Small Cap ETF worth $19.3M as of Q1 2026.
  • Tassel Capital Management bought 5,411 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $397K.
  • Dimensional US Small Cap ETF made up 10.48% of Tassel Capital Management's portfolio in Q1 2026, its #3 holding.
  • Tassel Capital Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Tassel Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.