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Texas Capital Bank Wealth Management Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,410
Closed -$1.52M – 178
2024
Q3 		$1.52M Hold
31,410
– – 0.15% 57
2024
Q2 		$1.5M Hold
31,410
– – 0.16% 62
2024
Q1 		$1.51M Buy
31,410
+17,579
+127% +$849K 0.17% 61
2023
Q4 		$671K Buy
13,831
+958
+7% +$45.3K 0.08% 92
2023
Q3 		$598K Buy
12,873
+1,407
+12% +$66.6K 0.08% 107
2023
Q2 		$546K Sell
11,466
-13,834
-55% -$662K 0.06% 119
2023
Q1 		$1.22M Buy
25,300
+3,700
+17% +$178K 0.14% 72
2022
Q4 		$1.03M Buy
+21,600
New +$1.02M 0.13% 75

Other funds holding DFNM

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FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DFNM Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Dimensional National Municipal Bond ETF (DFNM) in Q4 2024, closing a stake of 31,410 shares — an estimated $1.52M sold.

Texas Capital Bank Wealth Management Services first reported a position in DFNM in Q4 2022 and held it in 8 quarters. The position peaked at $1.52M in Q3 2024. 230 funds tracked by Wall St. Rank hold DFNM as of Q4 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining Dimensional National Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 31,410 Dimensional National Municipal Bond ETF shares in Q4 2024, an estimated $1.52M.
  • Texas Capital Bank Wealth Management Services first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Texas Capital Bank Wealth Management Services's Dimensional National Municipal Bond ETF position peaked at $1.52M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.