Texas Capital Bank Wealth Management Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.2M	Hold	44,934	–	–	0.19%	68
2025 Q4	$3.13M	Hold	44,934	–	–	0.18%	66
2025 Q3	$3.08M	Hold	44,934	–	–	0.25%	55
2025 Q2	$2.86M	Hold	44,934	–	–	0.27%	54
2025 Q1	$2.68M	Buy	+44,934	New	+$2.89M	0.27%	52

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DFAS Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 44,934 shares worth $3.2M. The position accounts for 0.19% of the portfolio, ranked #68.

Texas Capital Bank Wealth Management Services first reported a position in DFAS in Q1 2025 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Texas Capital Bank Wealth Management Services held 44,934 shares of Dimensional US Small Cap ETF worth $3.2M as of Q1 2026.
Texas Capital Bank Wealth Management Services left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up 0.19% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #68 holding.
Texas Capital Bank Wealth Management Services first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.