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Dimensional California Municipal Bond ETF

名稱 持股 交易金額 股數
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持股
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Mercer Global Advisors
1
Mercer Global Advisors
Colorado
US$3.85億 +US$3256萬 +650,418 +9%
CC
2
Citrine Capital
California
US$5026萬 +US$1073萬 +214,230 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
US$2163萬 -US$3070萬 -613,293 -59%
Savvy Advisors Inc
4
Savvy Advisors Inc
New York
US$961萬 +US$71萬 +14,175 +8%
EWM
5
Elmwood Wealth Management
California
US$624萬 +US$32.9萬 +6,579 +6%
ODA
6
One Degree Advisors
California
US$614萬 +US$22.4萬 +4,465 +4%
SRCM
7
Signature Resources Capital Management
California
US$550萬 -US$12.1萬 -2,421 -2%
One Capital Management
8
One Capital Management
California
US$361萬 – – –
TWM
9
TriaGen Wealth Management
California
US$357萬 +US$25.5萬 +5,084 +8%
Vise Technologies
10
Vise Technologies
New York
US$344萬 +US$71.6萬 +14,296 +26%
Root Financial Partners
11
Root Financial Partners
California
US$321萬 -US$41.6萬 -8,300 -11%
Integrated Wealth Concepts
12
Integrated Wealth Concepts
Massachusetts
US$269萬 +US$11.4萬 +2,276 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
US$249萬 +US$31.8萬 +6,361 +15%
Three Arch Wealth Management
14
Three Arch Wealth Management
California
US$239萬 +US$238萬 +47,602 新
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
US$149萬 +US$4.3萬 +859 +3%
FF
16
Foundry Financial
California
US$148萬 -US$7.4萬 -1,479 -5%
Savant Capital
17
Savant Capital
Illinois
US$136萬 +US$7,710 +154 +0.6%
Laird Norton Wetherby Trust Company
18
Laird Norton Wetherby Trust Company
Washington
US$133萬 +US$133萬 +26,500 新
Osaic Holdings
19
Osaic Holdings
Arizona
US$130萬 +US$23.4萬 +4,670 +22%
Parallel Advisors
20
Parallel Advisors
California
US$129萬 +US$32.6萬 +6,516 +34%
MW
21
Marrick Wealth
California
US$128萬 +US$7.85萬 +1,567 +7%
NA
22
Nautilus Advisors
California
US$121萬 +US$3.55萬 +709 +3%
LPL Financial
23
LPL Financial
California
US$118萬 +US$4.69萬 +936 +4%
Elequin Capital
24
Elequin Capital
New York
US$114萬 +US$113萬 +22,667 新
Lodestar Private Asset Management
25
Lodestar Private Asset Management
California
US$111萬 -US$3.53萬 -706 -3%