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William Ertel

Tassel Capital Management, Inc.

Assets Managed
$184.09M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
11.42%(2Q avg: 8.59%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tassel Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Tassel Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.09M in assets, with a quarterly growth rate of 11.42% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by William Ertel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Increased 2.19%
18.73%
$34.468M
970,099 shares@ $35.54 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 2.87%
15.56%
$28.636M
678,253 shares@ $42.22 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 2.04%
10.49%
$19.295M
271,257 shares@ $71.14 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.65%
10.03%
$18.452M
543,183 shares@ $33.98 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.84%
9.88%
$18.172M
494,341 shares@ $36.77 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 4.72%
9.64%
$17.73M
392,955 shares@ $45.12 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.53%
8.32%
$15.305M
215,838 shares@ $70.92 avg price
CRUX
Columbia Core Bond Etf
Recent Activity
New Position
6.96%
$12.803M
426,059 shares@ $30.06 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Decreased -1.86%
1.63%
$2.987M
62,318 shares@ $47.93 avg price
DFSD
Dimensional Short Duration
Recent Activity
New Position
1.25%
$2.288M
47,782 shares@ $47.89 avg price

1-10 of 37