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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
AssetMark Inc
1
AssetMark Inc
California
$5580万 -$78.6万 -17,107 -1%
Chicago Partners Investment Group
2
Chicago Partners Investment Group
Illinois
$2463万 +$123万 +26,782 +5%
TFA
3
Triad Financial Advisors
North Carolina
$2236万 -$411万 -89,486 -16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2032万 +$12.3万 +2,681 +0.6%
RFG Advisory
5
RFG Advisory
Alabama
$1670万 +$1646万 +358,353 新規
Park Avenue Securities
6
Park Avenue Securities
New York
$1667万 +$30.4万 +6,614 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1583万 -$136万 -29,704 -8%
Cetera Advisors
8
Cetera Advisors
Colorado
$1551万 +$28.9万 +6,302 +2%
Great Waters Wealth Management
9
Great Waters Wealth Management
Minnesota
$1520万 +$1498万 +326,261 新規
Phillips Financial Management
10
Phillips Financial Management
Indiana
$1350万 +$130万 +28,297 +11%
RCS Financial Planning
11
RCS Financial Planning
Maryland
$1329万 +$1325万 +288,445 新規
SJS Investment Consulting
12
SJS Investment Consulting
Ohio
$1311万 -$161万 -35,078 -11%
Allworth Financial
13
Allworth Financial
California
$1151万 -$1481万 -322,550 -56%
RAM Investment Partners
14
RAM Investment Partners
Washington
$1013万 +$1009万 +219,804 新規
Tanager Wealth Management
15
Tanager Wealth Management
United Kingdom
$997万 +$420万 +91,345 +73%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
$882万 +$787万 +171,383 +861%
AFS
17
Annapolis Financial Services
Maryland
$828万 +$370万 +80,652 +81%
Rockwood Wealth Management
18
Rockwood Wealth Management
Pennsylvania
$806万 +$156万 +34,002 +24%
Onyx Financial Advisors
19
Onyx Financial Advisors
Idaho
$701万 +$699万 +152,107 新規
CFS Investment Advisory Services
20
CFS Investment Advisory Services
New Jersey
$677万 +$438万 +95,322 +185%
Graves Light Lenhart Wealth
21
Graves Light Lenhart Wealth
Virginia
$651万 +$648万 +141,140 新規
KA
22
Kooman & Associates
Pennsylvania
$642万 +$640万 +139,393 新規
LFGO
23
Legacy Financial Group (Oklahoma)
Oklahoma
$627万 +$625万 +135,992 新規
Tillman Hartley LLC
24
Tillman Hartley LLC
Colorado
$578万 +$576万 +125,370 新規
Savant Capital
25
Savant Capital
Illinois
$505万 +$660万 +143,813 新規