Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Tassel Capital Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Tassel Capital Management, Inc. (CIK 1999208) reported $184.1M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($34.5M, 18.72%), DFCF ($28.6M, 15.56%), DFAS ($19.3M, 10.48%), DFAX ($18.5M, 10.02%), DUHP ($18.2M, 9.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFICDIMENSIONAL ETF TRUST$34.5M18.72%970,099Added
2DFCFDIMENSIONAL ETF TRUST$28.6M15.56%678,253Added
3DFASDIMENSIONAL ETF TRUST$19.3M10.48%271,257Added
4DFAXDIMENSIONAL ETF TRUST$18.5M10.02%543,183Added
5DUHPDIMENSIONAL ETF TRUST$18.2M9.87%494,341Added
6DFAUDIMENSIONAL ETF TRUST$17.7M9.63%392,955Added
7DFUSDIMENSIONAL ETF TRUST$15.3M8.31%215,838Trimmed
8ESGWCOLUMBIA ETF TR I$12.8M6.95%426,059New
9DFNMDIMENSIONAL ETF TRUST$3.0M1.62%62,318Trimmed
10DFSDDIMENSIONAL ETF TRUST$2.3M1.24%47,782New
11IWFISHARES TR$2.1M1.17%5,041Trimmed
12IWDISHARES TR$1.1M0.59%5,056Added
13RAAXVANECK ETF TRUST$838,5780.46%20,599Trimmed
14EFGISHARES TR$672,7270.37%6,040Added
15MUBISHARES TR$656,4810.36%6,184Hold
16IEMGISHARES INC$603,5960.33%8,654Added
17BSCRINVESCO EXCH TRD SLF IDX FD$592,5040.32%30,191Added
18IJRISHARES TR$562,7890.31%4,527Added
19DFAIDIMENSIONAL ETF TRUST$532,0990.29%13,658Trimmed
20IWOISHARES TR$507,9640.28%1,619Hold
21IWNISHARES TR$406,3620.22%2,143Added
22BSMYINVESCO EXCH TRD SLF IDX FD$401,3650.22%16,546Added
23BSMQINVESCO EXCH TRD SLF IDX FD$393,9210.21%16,674Added
24BSSXINVESCO EXCH TRD SLF IDX FD$387,4880.21%15,244Added
25BSCSINVESCO EXCH TRD SLF IDX FD$375,4710.20%18,385Added

Source: SEC Form 13F filings · as of 2026-03-31