Texas Capital Bank Wealth Management Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,092
| Closed | -$1.95M | – | 175 |
|
|
2024
Q3 | $1.95M | Hold |
49,092
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $1.84M | Hold |
49,092
| – | – | 0.19% | 55 |
|
|
2024
Q1 | $1.79M | Buy |
49,092
+14,404
| +42% | +$526K | 0.2% | 56 |
|
|
2023
Q4 | $1.15M | Buy |
34,688
+2,043
| +6% | +$67.9K | 0.14% | 72 |
|
|
2023
Q3 | $978K | Buy |
32,645
+3,749
| +13% | +$112K | 0.12% | 80 |
|
|
2023
Q2 | $895K | Buy |
28,896
+296
| +1% | +$9.17K | 0.1% | 86 |
|
|
2023
Q1 | $823K | Buy |
28,600
+8,550
| +43% | +$246K | 0.1% | 93 |
|
|
2022
Q4 | $542K | Buy |
+20,050
| New | +$542K | 0.07% | 111 |
|