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Dimensional Core Fixed Income ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
RFP
101
RCS Financial Planning
Maryland
$1747万 +$7.4万 +1,751 +0.4%
VWWMG
102
Vermillion & White Wealth Management Group
Pennsylvania
$1726万 +$35.1万 +8,304 +2%
RWM
103
Riverchase Wealth Management
Texas
$1723万 +$57.5万 +13,603 +3%
CSB
104
City State Bank
Iowa
$1659万 +$105万 +24,848 +7%
WUW
105
Wheels Up Wealth
California
$1641万 +$121万 +28,537 +8%
Modera Wealth Management
106
Modera Wealth Management
New Jersey
$1631万 +$771万 +182,312 +89%
BHWA
107
Beacon Harbor Wealth Advisors
Virginia
$1620万 +$787万 +186,118 +91%
Sequoia Financial Advisors
108
Sequoia Financial Advisors
Ohio
$1608万 -$205万 -48,500 -11%
Rational Advisors
109
Rational Advisors
New York
$1599万 +$40.1万 +9,479 +3%
MWP
110
Meredith Wealth Planning
Illinois
$1587万 +$107万 +25,289 +7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$1583万 +$220万 +51,955 +16%
BP
112
BWM Planning
Texas
$1564万 +$126万 +29,803 +9%
HB Wealth Management
113
HB Wealth Management
Georgia
$1521万 +$447万 +105,785 +42%
C1AG
114
Client 1st Advisory Group
Florida
$1520万 +$44万 +10,415 +3%
JWM
115
Johnson Wealth Management
North Dakota
$1512万 +$170万 +40,245 +13%
EP Wealth Advisors
116
EP Wealth Advisors
California
$1484万 +$48.9万 +11,564 +3%
FS
117
Financial Symmetry
North Carolina
$1482万 +$67.5万 +15,966 +5%
IMA Advisory Services
118
IMA Advisory Services
Colorado
$1476万 +$1478万 +349,716 新規
Park Avenue Securities
119
Park Avenue Securities
New York
$1470万 +$410万 +97,036 +39%
Mattern Wealth Management
120
Mattern Wealth Management
Kansas
$1469万 +$18.2万 +4,314 +1%
XY Planning Network
121
XY Planning Network
Montana
$1460万 +$154万 +36,401 +12%
KPP
122
Kings Path Partners
Texas
$1455万 +$76.5万 +18,098 +6%
LFGO
123
Legacy Financial Group (Oklahoma)
Oklahoma
$1446万 +$39.1万 +9,255 +3%
IA
124
Integrity Alliance
Iowa
$1441万 -$135万 -31,854 -9%
Vestmark Advisory Solutions
125
Vestmark Advisory Solutions
Massachusetts
$1415万 – – –