Texas Capital Bank Wealth Management Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,410
| Closed | -$1.52M | – | 176 |
|
|
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% | +$845K | 0.17% | 61 |
|
|
2023
Q4 | $671K | Buy |
13,831
+958
| +7% | +$46.5K | 0.08% | 92 |
|
|
2023
Q3 | $598K | Buy |
12,873
+1,407
| +12% | +$65.4K | 0.08% | 107 |
|
|
2023
Q2 | $546K | Sell |
11,466
-13,834
| -55% | -$659K | 0.06% | 119 |
|
|
2023
Q1 | $1.22M | Buy |
25,300
+3,700
| +17% | +$179K | 0.14% | 72 |
|
|
2022
Q4 | $1.03M | Buy |
+21,600
| New | +$1.03M | 0.13% | 75 |
|