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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
$5528万 -$121万 -26,052 -2%
Burney Company
2
Burney Company
Virginia
$2564万 +$2552万 +549,451 新規
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2478万 +$872万 +187,779 +55%
TFA
4
Triad Financial Advisors
North Carolina
$2344万 +$80.2万 +17,266 +4%
Silicon Hills Wealth Management
5
Silicon Hills Wealth Management
Texas
$2277万 +$2064万 +444,284 +1,017%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2245万 +$187万 +40,171 +9%
Great Waters Wealth Management
7
Great Waters Wealth Management
Minnesota
$2037万 +$517万 +111,237 +34%
RFG Advisory
8
RFG Advisory
Alabama
$1813万 +$140万 +30,098 +8%
Park Avenue Securities
9
Park Avenue Securities
New York
$1671万 -$16.8万 -3,625 -1%
Cetera Advisors
10
Cetera Advisors
Colorado
$1626万 +$55万 +11,843 +4%
Chicago Partners Investment Group
11
Chicago Partners Investment Group
Illinois
$1588万 -$878万 -189,017 -36%
Mattern Wealth Management
12
Mattern Wealth Management
Kansas
$1569万 +$1478万 +318,068 +1,752%
SJS Investment Consulting
13
SJS Investment Consulting
Ohio
$1495万 +$167万 +35,930 +13%
RCS Financial Planning
14
RCS Financial Planning
Maryland
$1432万 +$85.6万 +18,425 +6%
Phillips Financial Management
15
Phillips Financial Management
Indiana
$1406万 +$38.7万 +8,327 +3%
RAM Investment Partners
16
RAM Investment Partners
Washington
$1243万 +$216万 +46,555 +21%
Rather & Kittrell
17
Rather & Kittrell
Tennessee
$1227万 +$333万 +71,624 +37%
Savant Capital
18
Savant Capital
Illinois
$1173万 +$500万 +107,588 +75%
Vestmark Advisory Solutions
19
Vestmark Advisory Solutions
Massachusetts
$1137万 +$1132万 +243,702 新規
LFGO
20
Legacy Financial Group (Oklahoma)
Oklahoma
$1068万 +$431万 +92,800 +68%
Rockwood Wealth Management
21
Rockwood Wealth Management
Pennsylvania
$1005万 +$189万 +40,584 +23%
Allworth Financial
22
Allworth Financial
California
$854万 -$310万 -66,763 -27%
AFS
23
Annapolis Financial Services
Maryland
$848万 +$9.47万 +2,038 +1%
Onyx Financial Advisors
24
Onyx Financial Advisors
Idaho
$814万 +$104万 +22,432 +15%
Tanager Wealth Management
25
Tanager Wealth Management
United Kingdom
$792万 -$216万 -46,524 -22%