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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
Scratch Capital
26
Scratch Capital
Idaho
$102万 +$3.94万 +786 +4%
Burton Enright Welch
27
Burton Enright Welch
California
$100万 +$7.49万 +1,496 +8%
Mariner
28
Mariner
Kansas
$90.1万 -$86.6万 -17,303 -49%
Prospect Financial Group
29
Prospect Financial Group
Virginia
$90.1万 -$150 -3 -0%
RAM Investment Partners
30
RAM Investment Partners
Washington
$85.5万 -$1.38万 -275 -2%
Raymond James Financial
31
Raymond James Financial
Florida
$84.9万 +$18.7万 +3,733 +28%
Beacon Pointe Advisors
32
Beacon Pointe Advisors
California
$70.5万 +$70.3万 +14,046 新規
JP Morgan Chase
33
JP Morgan Chase
New York
$67.4万 +$12.6万 +2,517 +23%
True Link Financial Advisors
34
True Link Financial Advisors
California
$66.8万 – – –
Private Advisor Group
35
Private Advisor Group
New Jersey
$64.3万 +$64.1万 +12,806 新規
Concurrent Investment Advisors
36
Concurrent Investment Advisors
Florida
$61.6万 -$3.43万 -686 -5%
Seeds Investor
37
Seeds Investor
New York
$58.3万 +$33万 +6,596 +132%
Red Lighthouse Investment Management
38
Red Lighthouse Investment Management
New York
$55.6万 +$10.1万 +2,015 +22%
Parkshore Wealth Management
39
Parkshore Wealth Management
California
$55.3万 -$52.5万 -10,489 -49%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$54.8万 +$21.7万 +4,337 +66%
RVW Wealth
41
RVW Wealth
California
$53.7万 -$14.6万 -2,916 -21%
Apella Capital
42
Apella Capital
Connecticut
$53万 +$6.64万 +1,327 +14%
Fiduciary Financial Group
43
Fiduciary Financial Group
California
$52.2万 – – –
VFG
44
V2 Financial group
Illinois
$52.2万 +$2.27万 +454 +5%
Tortoise Investment Management
45
Tortoise Investment Management
New York
$46.1万 +$13万 +2,600 +39%
Vistica Wealth Advisors
46
Vistica Wealth Advisors
California
$41.5万 +$41.5万 +8,280 新規
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$40.4万 +$13.1万 +2,611 +48%
FMB Wealth Management
48
FMB Wealth Management
California
$40.3万 +$40.3万 +8,041 新規
WESPAC Advisors SoCal
49
WESPAC Advisors SoCal
California
$37.6万 -$35.4万 -7,075 -49%
FCA
50
FLC Capital Advisors
California
$35.7万 +$11万 +2,200 +45%