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 Q3	$19.8M	Buy	237,973 +9,007	+4%	+$747K	9.77%	6
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Tassel Capital Management's DFUS Position: Q3 2026 in Review

Tassel Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 3.9% in Q3 2026, buying an estimated $747K and bringing the position to 237,973 shares worth $19.8M. The position accounts for 9.77% of the portfolio, ranked #6.

Tassel Capital Management first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Tassel Capital Management held 237,973 shares of Dimensional US Equity ETF worth $19.8M as of Q3 2026.
Tassel Capital Management bought 9,007 Dimensional US Equity ETF shares in Q3 2026, an estimated $747K.
Dimensional US Equity ETF made up 9.77% of Tassel Capital Management's portfolio in Q3 2026, its #6 holding.
Tassel Capital Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Tassel Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.