Texas Capital Bank Wealth Management Services Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Texas Capital Bank Wealth Management Services Inc
- $1.02 Billion
- Q3 2024
A detailed history of Texas Capital Bank Wealth Management Services Inc transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Texas Capital Bank Wealth Management Services Inc holds 31,410 shares of DFNM stock, worth $1.51 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
31,410
Previous 31,410
-0.0%
Holding current value
$1.51 Million
Previous $1.5 Million
1.6%
% of portfolio
0.15%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.5 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.2 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio