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Tassel Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Tassel Capital Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Buy
466,873
+73,918
+19% +$3.7M 11.29% 3
2026
Q1 		$17.7M Buy
392,955
+17,704
+5% +$832K 9.63% 6
2025
Q4 		$17.6M Buy
375,251
+12,566
+3% +$582K 10.63% 6
2025
Q3 		$16.6M Buy
362,685
+9,992
+3% +$440K 10.62% 5
2025
Q2 		$14.9M Sell
352,693
-15,089
-4% -$591K 11.47% 4
2025
Q1 		$14.1M Buy
367,782
+74,212
+25% +$3.01M 12.36% 4
2024
Q4 		$11.9M Buy
+293,570
New +$12M 10.55% 5

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Tassel Capital Management's DFAU Position: Q2 2026 in Review

Tassel Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 19% in Q2 2026, buying an estimated $3.7M and bringing the position to 466,873 shares worth $24.1M. The position accounts for 11.29% of the portfolio, ranked #3.

Tassel Capital Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Tassel Capital Management held 466,873 shares of Dimensional US Core Equity Market ETF worth $24.1M as of Q2 2026.
  • Tassel Capital Management bought 73,918 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.7M.
  • Dimensional US Core Equity Market ETF made up 11.29% of Tassel Capital Management's portfolio in Q2 2026, its #3 holding.
  • Tassel Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.