Tassel Capital Management, Inc.

Q3 2025 13F Holdings

  • Location
    matthews, NC
  • Num holdings

    37

  • Value ($000)

    $156,227

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001999208
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$29.48M
19 %

898,995

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$26.83M
17 %

627,511

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$17.27M
11 %

457,185

DFAS
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$17.14M
11 %

250,406

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$16.60M
11 %

362,685

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$16.59M
11 %

528,606

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$15.30M
10 %

211,172

DFNM
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
$3.01M
2 %

62,794

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$2.36M
2 %

5,042

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$1.02M
1 %

5,012

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