Texas Capital Bank Wealth Management Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.42M	Sell	31,504 -2,835	-8%	-$133K	0.08%	112
2025 Q4	$1.61M	Buy	+34,339	New	+$1.59M	0.09%	101
2024 Q4	–	Sell	-49,092	Closed	-$1.95M	–	177
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%	+$499K	0.2%	56
2023 Q4	$1.15M	Buy	34,688 +2,043	+6%	+$63.4K	0.14%	72
2023 Q3	$978K	Buy	32,645 +3,749	+13%	+$117K	0.12%	80
2023 Q2	$895K	Buy	28,896 +296	+1%	+$8.68K	0.1%	86
2023 Q1	$823K	Buy	28,600 +8,550	+43%	+$242K	0.1%	93
2022 Q4	$542K	Buy	+20,050	New	+$545K	0.07%	111

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

AWA

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Texas Capital Bank Wealth Management Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 8.3% in Q1 2026, selling an estimated $133K and leaving 31,504 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #112.

Texas Capital Bank Wealth Management Services first reported a position in DFAU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.95M in Q3 2024. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Texas Capital Bank Wealth Management Services held 31,504 shares of Dimensional US Core Equity Market ETF worth $1.42M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 2,835 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $133K.
Dimensional US Core Equity Market ETF made up 0.08% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #112 holding.
Texas Capital Bank Wealth Management Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 10 quarters since.
Texas Capital Bank Wealth Management Services's Dimensional US Core Equity Market ETF position peaked at $1.95M in Q3 2024.
572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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