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 $1.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

31,410

Previous 31,410 -0.0%

Holding current value

$1.5 Million

Previous $1.5 Million 1.6%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$48.08 - $48.49 $845,198 - $852,405	17,579 Added 127.1%	31,410 $1.51 Million
Q4 2023 Feb 08, 2024	BUY	$46.17 - $48.51 $44,230 - $46,472	958 Added 7.44%	13,831 $670,000
Q3 2023 Nov 14, 2023	BUY	$46.44 - $47.81 $65,341 - $67,268	1,407 Added 12.27%	12,873 $598,000
Q2 2023 Aug 09, 2023	SELL	$47.15 - $48.62 $652,273 - $672,609	-13,834 Reduced 54.68%	11,466 $546,000
Q1 2023 May 11, 2023	BUY	$47.4 - $48.69 $175,380 - $180,153	3,700 Added 17.13%	25,300 $1.22 Million
Q4 2022 Feb 09, 2023	BUY	$46.51 - $48.03 $1 Million - $1.04 Million	21,600 New	21,600 $1.03 Million

Others Institutions Holding DFNM

# of Institutions

203

Shares Held

22.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Texas Capital Bank Wealth Management Services Inc Dimensional ETF Tr Natl Mun Bd Transaction History