Texas Capital Bank Wealth Management Services Inc Dimensional ETF Tr Natl Mun Bd Transaction History
Texas Capital Bank Wealth Management Services Inc
- $960 Million
- Q2 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 $1.52 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,410
Previous 31,410
-0.0%
Holding current value
$1.52 Million
Previous $1.51 Million
0.66%
% of portfolio
0.16%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.1 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio