Texas Capital Bank Wealth Management Services Inc Dimensional ETF Tr Natl Mun Bd Put Options Transaction History

Texas Capital Bank Wealth Management Services Inc

$960 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFNM

# of Institutions

187

Shares Held

21.3M

Call Options Held

Put Options Held

Truepoint, Inc.

2.59M
Shares

$125 Million
3.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.5 Million
0.64% of portfolio
Foster Group, Inc.

1.19M
Shares

$57.4 Million
2.25% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.3 Million
4.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

885K
Shares

$42.5 Million
1.92% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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