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Dimensional US Sustainability Core 1 ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
E-Wealth Partners
151
E-Wealth Partners
Minnesota
$85万 +$32.7万 +7,229 +66%
Ledgewood Wealth Advisors
152
Ledgewood Wealth Advisors
New Hampshire
$84.6万 +$905 +20 +0.1%
Bridge Generations Wealth Management
153
Bridge Generations Wealth Management
Florida
$83.7万 – – –
GTS Securities
154
GTS Securities
Florida
$82.7万 -$33.3万 -7,371 -29%
Tillman Hartley LLC
155
Tillman Hartley LLC
Colorado
$80.1万 +$77.7万 +17,174 新規
Tortoise Investment Management
156
Tortoise Investment Management
New York
$79.3万 -$9,951 -220 -1%
MML Investors Services
157
MML Investors Services
Massachusetts
$79.2万 -$66.8万 -14,769 -47%
Ruedi Wealth Management
158
Ruedi Wealth Management
Illinois
$78.4万 -$2.93万 -647 -4%
Laird Norton Wetherby Trust Company
159
Laird Norton Wetherby Trust Company
Washington
$75.3万 +$73万 +16,150 新規
Montis Financial
160
Montis Financial
Massachusetts
$73.6万 – – –
Freedom Financial Partners
161
Freedom Financial Partners
Minnesota
$72.7万 -$10.9万 -2,419 -13%
Glassman Wealth Services
162
Glassman Wealth Services
Virginia
$71.3万 +$6.32万 +1,397 +10%
HTG Investment Advisors
163
HTG Investment Advisors
Connecticut
$71.1万 +$12.1万 +2,668 +21%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$70.6万 +$33.5万 +7,404 +96%
Pine Harbor Wealth Management
165
Pine Harbor Wealth Management
Maryland
$69.9万 – – –
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$68.2万 -$8,956 -198 -1%
Hutchinson Capital Management
167
Hutchinson Capital Management
California
$67.9万 – – –
HB Wealth Management
168
HB Wealth Management
Georgia
$67.7万 +$65.7万 +14,521 新規
NewEdge Wealth
169
NewEdge Wealth
Pennsylvania
$67.6万 – – –
Family Wealth Partners
170
Family Wealth Partners
North Carolina
$67万 +$1.17万 +258 +2%
APFP
171
Action Point Financial Planning
Michigan
$66.7万 -$5.26万 -1,163 -8%
MA
172
McGrath & Associates
North Carolina
$64.3万 +$1,402 +31 +0.2%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$60.7万 +$58.1万 +12,835 +6,938%
Vestia Personal Wealth Advisors
174
Vestia Personal Wealth Advisors
Indiana
$60.1万 +$5.3万 +1,171 +10%
Define Financial
175
Define Financial
California
$60万 +$1,221 +27 +0.2%