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Dimensional Global Sustainability Fixed Income ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
SRCM
101
Signature Resources Capital Management
California
$22.4万 +$5,776 +111 +3%
EFP
102
EnRich Financial Partners
Wisconsin
$22.4万 +$1.04万 +200 +5%
Brookstone Capital Management
103
Brookstone Capital Management
Illinois
$21.9万 -$6,244 -120 -3%
SFC
104
Sprinkle Financial Consultants
Colorado
$21.5万 +$2,185 +42 +1%
NewEdge Advisors
105
NewEdge Advisors
Louisiana
$20.2万 -$26万 -5,003 -56%
CMP
106
Coston McIsaac & Partners
Maine
$18.4万 +$520 +10 +0.3%
JFS Wealth Advisors
107
JFS Wealth Advisors
Pennsylvania
$16.2万 – – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$15.8万 +$8.98万 +1,726 +132%
LF
109
LifeSteps Financial
California
$14.3万 +$14.3万 +2,747 新規
Cardiff Park Advisors
110
Cardiff Park Advisors
California
$11.3万 +$1,145 +22 +1%
OCM
111
Orion Capital Management
California
$10.6万 – – –
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$7.04万 +$728 +14 +1%
PS
113
Pinney & Scofield
Massachusetts
$5.94万 -$1.69万 -324 -22%
EWA
114
Elevate Wealth Advisory
Georgia
$4.73万 – – –
EWP
115
Elevation Wealth Partners
California
$4.62万 +$520 +10 +1%
Harbour Investments
116
Harbour Investments
Wisconsin
$4.36万 – – –
SYM Financial Corp
117
SYM Financial Corp
Indiana
$3.55万 – – –
IFP Advisors
118
IFP Advisors
Florida
$3.32万 +$52 +1 +0.2%
AssetMark Inc
119
AssetMark Inc
California
$3.12万 +$3.11万 +598 新規
JNBA Financial Advisors
120
JNBA Financial Advisors
Minnesota
$2.47万 – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$8,989 +$572 +11 +7%
HBW
122
Hazlett, Burt & Watson
West Virginia
$5,000 +$5,256 +101 新規
Allworth Financial
123
Allworth Financial
California
$3,335 +$52 +1 +2%
Virtu Financial
124
Virtu Financial
New York
– -$71万 -13,717 解消
DWA
125
Delap Wealth Advisory
Oregon
– -$68.4万 -13,214 解消