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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
Parkwoods Wealth Partners
51
Parkwoods Wealth Partners
New York
$35.2万 +$11.1万 +2,215 +46%
Hurlow Wealth Management Group
52
Hurlow Wealth Management Group
Indiana
$35万 – – –
Shore Point Advisors
53
Shore Point Advisors
New Jersey
$33万 +$2,153 +43 +0.7%
Roberts Wealth Advisors
54
Roberts Wealth Advisors
California
$32.2万 -$10.7万 -2,140 -25%
Seaside Wealth Management
55
Seaside Wealth Management
California
$31.8万 +$31.8万 +6,343 新規
Fermata Advisors
56
Fermata Advisors
California
$31.6万 +$2,053 +41 +0.7%
Gradient Capital Advisors
57
Gradient Capital Advisors
California
$31.4万 +$4.35万 +868 +16%
Farther Finance Advisors
58
Farther Finance Advisors
California
$31.3万 -$3.52万 -704 -10%
JWM
59
Johnson Wealth Management
North Dakota
$30.9万 – – –
Brookstone Capital Management
60
Brookstone Capital Management
Illinois
$30.1万 – – –
Henrickson Nauta Wealth Advisors
61
Henrickson Nauta Wealth Advisors
Michigan
$30万 – – –
Birch Financial Group
62
Birch Financial Group
New Hampshire
$27.9万 +$7.48万 +1,494 +37%
Corient Private Wealth
63
Corient Private Wealth
Florida
$26.1万 – – –
Kaizen Financial Strategies
64
Kaizen Financial Strategies
California
$25.9万 +$1.43万 +285 +6%
Two West Capital Advisors
65
Two West Capital Advisors
Kansas
$24.8万 – – –
Wheels Up Wealth
66
Wheels Up Wealth
California
$24.6万 – – –
Old Mission Capital
67
Old Mission Capital
Illinois
$24.5万 +$24.5万 +4,890 新規
Shearwater Capital
68
Shearwater Capital
Colorado
$23.6万 +$2.62万 +523 +12%
Jane Street
69
Jane Street
New York
$23.4万 -$237万 -47,279 -91%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$23.3万 +$1,502 +30 +0.6%
Pure Financial Advisors
71
Pure Financial Advisors
California
$22.9万 -$1,101 -22 -0.5%
Aspen Capital Management
72
Aspen Capital Management
Idaho
$22.7万 +$22.7万 +4,529 新規
First National Bank Sioux Falls
73
First National Bank Sioux Falls
South Dakota
$20.8万 – – –
EP Wealth Advisors
74
EP Wealth Advisors
California
$17.6万 +$17.6万 +3,506 新規
3 Factor Indexing
75
3 Factor Indexing
California
$17万 +$16.9万 +3,380 新規