で公開中です! 詳しく見る
DFCAのアイコン

Dimensional California Municipal Bond ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.85億 +$3256万 +650,418 +9%
CC
2
Citrine Capital
California
$5026万 +$1073万 +214,230 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
$2163万 -$3070万 -613,293 -59%
Savvy Advisors Inc
4
Savvy Advisors Inc
New York
$961万 +$71万 +14,175 +8%
EWM
5
Elmwood Wealth Management
California
$624万 +$32.9万 +6,579 +6%
ODA
6
One Degree Advisors
California
$614万 +$22.4万 +4,465 +4%
SRCM
7
Signature Resources Capital Management
California
$550万 -$12.1万 -2,421 -2%
One Capital Management
8
One Capital Management
California
$361万 – – –
TWM
9
TriaGen Wealth Management
California
$357万 +$25.5万 +5,084 +8%
Vise Technologies
10
Vise Technologies
New York
$344万 +$71.6万 +14,296 +26%
Root Financial Partners
11
Root Financial Partners
California
$321万 -$41.6万 -8,300 -11%
Integrated Wealth Concepts
12
Integrated Wealth Concepts
Massachusetts
$269万 +$11.4万 +2,276 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$249万 +$31.8万 +6,361 +15%
Three Arch Wealth Management
14
Three Arch Wealth Management
California
$239万 +$238万 +47,602 新規
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$149万 +$4.3万 +859 +3%
FF
16
Foundry Financial
California
$148万 -$7.4万 -1,479 -5%
Savant Capital
17
Savant Capital
Illinois
$136万 +$7,710 +154 +0.6%
Laird Norton Wetherby Trust Company
18
Laird Norton Wetherby Trust Company
Washington
$133万 +$133万 +26,500 新規
Osaic Holdings
19
Osaic Holdings
Arizona
$130万 +$23.4万 +4,670 +22%
Parallel Advisors
20
Parallel Advisors
California
$129万 +$32.6万 +6,516 +34%
MW
21
Marrick Wealth
California
$128万 +$7.85万 +1,567 +7%
NA
22
Nautilus Advisors
California
$121万 +$3.55万 +709 +3%
LPL Financial
23
LPL Financial
California
$118万 +$4.69万 +936 +4%
Elequin Capital
24
Elequin Capital
New York
$114万 +$113万 +22,667 新規
Lodestar Private Asset Management
25
Lodestar Private Asset Management
California
$111万 -$3.53万 -706 -3%