TCM
DFSD

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

Tassel Capital Management’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
2026
Q1 		$2.29M Buy
+47,782
New +$2.3M 1.24% 10
2025
Q4 		– Sell
-12,625
Closed -$608K – 38
2025
Q3 		$608K Sell
12,625
-8,997
-42% -$433K 0.39% 13
2025
Q2 		$1.04M Sell
21,622
-18,939
-47% -$902K 0.8% 11
2025
Q1 		$1.93M Buy
+40,561
New +$1.92M 1.69% 10

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Tassel Capital Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026: 47,782 shares worth $2.29M. The stake represents 1.24% of the portfolio and ranks #10 among its holdings. This is a return to the name: Tassel Capital Management previously reported a position in DFSD as recently as Q3 2025.

Tassel Capital Management first reported a position in DFSD in Q1 2025 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Tassel Capital Management held 47,782 shares of Dimensional Short-Duration Fixed Income ETF worth $2.29M as of Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Tassel Capital Management position in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 1.24% of Tassel Capital Management's portfolio in Q1 2026, its #10 holding.
  • Tassel Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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