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Tassel Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Tassel Capital Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6M Buy
678,253
+18,908
+3% +$807K 15.56% 2
2025
Q4 		$28.1M Buy
659,345
+31,834
+5% +$1.36M 16.98% 2
2025
Q3 		$26.8M Buy
627,511
+362,336
+137% +$15.4M 17.18% 2
2025
Q2 		$11.2M Sell
265,175
-3,724
-1% -$155K 8.61% 7
2025
Q1 		$11.3M Buy
268,899
+18,918
+8% +$788K 9.89% 6
2024
Q4 		$10.3M Buy
+249,981
New +$10.5M 9.15% 6

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Tassel Capital Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.9% in Q1 2026, buying an estimated $807K and bringing the position to 678,253 shares worth $28.6M. The position accounts for 15.56% of the portfolio, ranked #2.

Tassel Capital Management first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Tassel Capital Management held 678,253 shares of Dimensional Core Fixed Income ETF worth $28.6M as of Q1 2026.
  • Tassel Capital Management bought 18,908 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $807K.
  • Dimensional Core Fixed Income ETF made up 15.56% of Tassel Capital Management's portfolio in Q1 2026, its #2 holding.
  • Tassel Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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