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DFAWのアイコン

Dimensional World Equity ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Quent Capital
201
Quent Capital
New York
$1.11万 – – –
Ares Financial Consulting
202
Ares Financial Consulting
California
$1.1万 -$484 -6 -4%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$1.09万 +$161 +2 +2%
AssetMark Inc
204
AssetMark Inc
California
$1.02万 +$9,926 +123 新規
Entrust Financial
205
Entrust Financial
Pennsylvania
$1.01万 -$6,375 -79 -39%
APFP
206
Action Point Financial Planning
Michigan
$9,190 +$8,957 +111 新規
Medallion Wealth Advisors
207
Medallion Wealth Advisors
Connecticut
$6,209 – – –
Vermillion Wealth Management
208
Vermillion Wealth Management
Minnesota
$5,863 +$81 +1 +1%
Cherry Tree Wealth Management
209
Cherry Tree Wealth Management
Minnesota
$4,968 +$4,842 +60 新規
LAMC
210
Longview Asset Management (California)
California
$3,395 +$161 +2 +5%
IFG Advisory
211
IFG Advisory
Georgia
$1,242 +$1,210 +15 新規
Highland Investment Advisors
212
Highland Investment Advisors
Florida
$1,000 +$968 +12 新規
Kozak & Associates
213
Kozak & Associates
Colorado
$342 – – –
Cordant Inc
214
Cordant Inc
Oregon
$166 – – –
Gotham Asset Management
215
Gotham Asset Management
New York
– -$207万 -61,068 解消
Cogent Private Wealth
216
Cogent Private Wealth
Florida
– -$152万 -20,606 解消
Blue Trust Inc
217
Blue Trust Inc
Georgia
– -$119万 -16,106 解消
Wolfstich Capital
218
Wolfstich Capital
Massachusetts
– -$61.8万 -16,081 解消
Tradewinds LLC
219
Tradewinds LLC
North Carolina
– -$20.5万 -2,560 解消
Curio Wealth
220
Curio Wealth
Maryland
– -$9.33万 -1,265 解消
Morgan Stanley
221
Morgan Stanley
New York
– -$4.91万 -666 解消
Steward Partners Investment Advisory
222
Steward Partners Investment Advisory
New York
– -$1.48万 -200 解消
Ameritas Advisory Services
223
Ameritas Advisory Services
Nebraska
– -$1.1万 -149 解消
Grand Wealth Management
224
Grand Wealth Management
Michigan
– -$2,761 -37 解消
Annis Gardner Whiting Capital Advisors
225
Annis Gardner Whiting Capital Advisors
Florida
– -$296 -4 解消