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Dimensional Short-Duration Fixed Income ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
CW
26
Curio Wealth
Maryland
$4934万 +$360万 +75,103 +8%
RAM Investment Partners
27
RAM Investment Partners
Washington
$4815万 +$47.8万 +9,986 +1%
CAM
28
CPA Asset Management
Florida
$4684万 +$2510万 +524,230 +115%
Parkwoods Wealth Partners
29
Parkwoods Wealth Partners
New York
$4642万 +$2520万 +526,275 +118%
Park Avenue Securities
30
Park Avenue Securities
New York
$4313万 +$639万 +133,476 +17%
Altiora Financial Group
31
Altiora Financial Group
Ohio
$4187万 -$218万 -45,605 -5%
WFA
32
Woodward Financial Advisors
North Carolina
$4096万 +$387万 +80,723 +10%
Bank of America
33
Bank of America
North Carolina
$4048万 +$460万 +96,173 +13%
SRCM
34
Signature Resources Capital Management
California
$3880万 +$189万 +39,562 +5%
Wealthquest
35
Wealthquest
Ohio
$3840万 +$156万 +32,637 +4%
Elser Financial Planning
36
Elser Financial Planning
Indiana
$3811万 +$122万 +25,379 +3%
Eclectic Associates
37
Eclectic Associates
California
$3799万 +$525万 +109,607 +16%
MASECO Private Wealth
38
MASECO Private Wealth
$3687万 +$160万 +33,518 +5%
WAG
39
Wheelhouse Advisory Group
Missouri
$3683万 +$736万 +153,714 +25%
GOCP
40
Great Oak Capital Partners
Massachusetts
$3157万 +$326万 +68,158 +11%
Northwest Wealth Management
41
Northwest Wealth Management
Iowa
$3057万 +$408万 +85,260 +15%
Mattern Wealth Management
42
Mattern Wealth Management
Kansas
$2887万 +$5.5万 +1,149 +0.2%
VWA
43
Valued Wealth Advisors
Utah
$2871万 +$208万 +43,499 +8%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$2775万 +$331万 +69,200 +14%
Farther Finance Advisors
45
Farther Finance Advisors
California
$2768万 +$55.6万 +11,604 +2%
Jackson Thornton Wealth Management
46
Jackson Thornton Wealth Management
Alabama
$2622万 +$204万 +42,680 +8%
KSWWM
47
Keyes Stange & Wooten Wealth Management
Florida
$2588万 +$236万 +49,217 +10%
LFGO
48
Legacy Financial Group (Oklahoma)
Oklahoma
$2573万 +$343万 +71,612 +15%
CWP
49
Cornerstone Wealth Partners
Michigan
$2529万 +$350万 +73,004 +16%
SC&H Financial Advisors
50
SC&H Financial Advisors
Maryland
$2524万 +$213万 +44,417 +9%