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 550,993 shares of DFAX stock, worth $16.3 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
550,993
Previous 524,125
5.13%
Holding current value
$16.3 Million
Previous $13 Billion
10.79%
% of portfolio
12.62%
Previous 11.56%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio