Number of Shares
146,708.00
Current Holdings Value*
$8.77 Mil
% of Portfolio
7.67%
Total Estimate Gain
$-197,416.98
% of Total Estimate Gain
-2.02%

Tassel Capital Management, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, Tassel Capital Management, Inc. held 146,708.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.77 Mil. This investment constitutes 7.67% of their stock portfolio, and Tassel Capital Management, Inc. now holds 0.09% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2024Q4. And since then Tassel Capital Management, Inc. has made 1 purchases of DFAS, at an average price of $66.75, for a total of 146,708.00 shares. Based on historical transaction data and DFAS's current price of $65.40, Tassel Capital Management, Inc.'s estimated gain on his DFAS holdings is $-197,416.98, reflecting a -2.02% gain to date.

Tassel Capital Management, Inc. DFAS ($65.40) Holding Chart

Tassel Capital Management, Inc. DFAS ($65.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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