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DFNMのアイコン

Dimensional National Municipal Bond ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Forza Wealth Management
51
Forza Wealth Management
Florida
$842万 +$370万 +76,700 +79%
Compass Financial Group (Florida)
52
Compass Financial Group (Florida)
Florida
$795万 -$4.22万 -876 -0.5%
RW Investment Management
53
RW Investment Management
Idaho
$794万 -$7.99万 -1,657 -1%
Mills Wealth Advisors
54
Mills Wealth Advisors
Texas
$793万 +$165万 +34,211 +26%
Concurrent Investment Advisors
55
Concurrent Investment Advisors
Florida
$786万 -$143万 -29,556 -15%
JP Morgan Chase
56
JP Morgan Chase
New York
$741万 +$85.8万 +17,789 +13%
Optimus Capital Advisors
57
Optimus Capital Advisors
Texas
$736万 +$4.94万 +1,024 +0.7%
Core Wealth Management
58
Core Wealth Management
Florida
$728万 +$59.1万 +12,262 +9%
Maryland Capital Advisors
59
Maryland Capital Advisors
Maryland
$721万 +$720万 +149,261 新規
United Wealth Management
60
United Wealth Management
Virginia
$669万 +$24.4万 +5,052 +4%
Collective Family Office
61
Collective Family Office
Pennsylvania
$589万 +$26万 +5,396 +5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$576万 +$149万 +30,888 +35%
Kings Path Partners
63
Kings Path Partners
Texas
$572万 +$447万 +92,640 +361%
JWM
64
Johnson Wealth Management
North Dakota
$564万 +$6.17万 +1,280 +1%
BWM
65
BCO Wealth Management
New Mexico
$542万 +$18.6万 +3,857 +4%
Verus Financial Partners
66
Verus Financial Partners
Virginia
$524万 +$60.4万 +12,525 +13%
Root Financial Partners
67
Root Financial Partners
California
$518万 +$148万 +30,666 +40%
Tillman Hartley LLC
68
Tillman Hartley LLC
Colorado
$512万 +$20.1万 +4,169 +4%
Sentinel Wealth Management
69
Sentinel Wealth Management
Virginia
$496万 -$9,259 -192 -0.2%
Mainsail Asset Management
70
Mainsail Asset Management
Alabama
$491万 +$3.48万 +721 +0.7%
American Investment Services
71
American Investment Services
Massachusetts
$476万 +$2.52万 +523 +0.5%
Elequin Capital
72
Elequin Capital
New York
$442万 +$441万 +91,480 新規
DiNuzzo Private Wealth
73
DiNuzzo Private Wealth
Pennsylvania
$427万 +$10.4万 +2,154 +3%
Corient Private Wealth
74
Corient Private Wealth
Florida
$396万 +$3,279 +68 +0.1%
Washington Trust Advisors
75
Washington Trust Advisors
Massachusetts
$391万 -$5.9万 -1,223 -1%