Texas Capital Bank Wealth Management Services Inc Dimensional ETF Tr Transaction History
Texas Capital Bank Wealth Management Services Inc
- $969 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
488Shares Held
2.18BCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$130 Million45.35% of portfolio