Tassel Capital Management, Inc. Dimensional ETF Tr Transaction History
Tassel Capital Management, Inc.
- $114 Billion
- Q1 2025
A detailed history of Tassel Capital Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tassel Capital Management, Inc. holds 367,782 shares of DFAU stock, worth $14 Million. This represents 12.36% of its overall portfolio holdings.
Number of Shares
367,782
Previous 293,570
25.28%
Holding current value
$14 Million
Previous $11.9 Billion
18.94%
% of portfolio
12.36%
Previous 10.55%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio