Tassel Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Tassel Capital Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.8M	Buy	228,966 +13,128	+6%	+$1.04M	8.78%	7
2026 Q1	$15.3M	Sell	215,838 -1,171	-0.5%	-$86.8K	8.31%	7
2025 Q4	$16.1M	Buy	217,009 +5,837	+3%	+$429K	9.74%	7
2025 Q3	$15.3M	Buy	211,172 +9,791	+5%	+$682K	9.79%	7
2025 Q2	$13.5M	Buy	201,381 +8,132	+4%	+$504K	10.37%	6
2025 Q1	$11.7M	Sell	193,249 -4,532	-2%	-$290K	10.22%	5
2024 Q4	$12.6M	Buy	+197,781	New	+$12.7M	11.19%	4

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Tassel Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q2 2026, buying an estimated $1.04M and bringing the position to 228,966 shares worth $18.8M. The position accounts for 8.78% of the portfolio, ranked #7.

Tassel Capital Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Tassel Capital Management held 228,966 shares of Dimensional US Equity ETF worth $18.8M as of Q2 2026.
Tassel Capital Management bought 13,128 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.04M.
Dimensional US Equity ETF made up 8.78% of Tassel Capital Management's portfolio in Q2 2026, its #7 holding.
Tassel Capital Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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