Number of Shares
40,561.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
1.69%
Total Estimate Gain
$28,798.31
% of Total Estimate Gain
1.50%

Tassel Capital Management, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, Tassel Capital Management, Inc. held 40,561.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.93 Mil. This investment constitutes 1.69% of their stock portfolio, and Tassel Capital Management, Inc. now holds 0.04% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2025Q1. And since then Tassel Capital Management, Inc. has made 1 purchases of DFSD, at an average price of $47.22, for a total of 40,561.00 shares. Based on historical transaction data and DFSD's current price of $47.93, Tassel Capital Management, Inc.'s estimated gain on his DFSD holdings is $28,798.31, reflecting a 1.50% gain to date.

Tassel Capital Management, Inc. DFSD ($47.93) Holding Chart

Tassel Capital Management, Inc. DFSD ($47.93) 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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