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Dimensional California Municipal Bond ETF

名稱 持股 交易金額 股數
變動
持股
變動
FCA
51
FLC Capital Advisors
California
US$35.7萬 +US$11萬 +2,200 +45%
Parkwoods Wealth Partners
52
Parkwoods Wealth Partners
New York
US$35.2萬 +US$11.1萬 +2,215 +46%
Hurlow Wealth Management Group
53
Hurlow Wealth Management Group
Indiana
US$35萬 – – –
Shore Point Advisors
54
Shore Point Advisors
New Jersey
US$33萬 +US$2,153 +43 +0.7%
Roberts Wealth Advisors
55
Roberts Wealth Advisors
California
US$32.2萬 -US$10.7萬 -2,140 -25%
Seaside Wealth Management
56
Seaside Wealth Management
California
US$31.8萬 +US$31.8萬 +6,343 新
Fermata Advisors
57
Fermata Advisors
California
US$31.6萬 +US$2,053 +41 +0.7%
Gradient Capital Advisors
58
Gradient Capital Advisors
California
US$31.4萬 +US$4.35萬 +868 +16%
Farther Finance Advisors
59
Farther Finance Advisors
California
US$31.3萬 -US$3.52萬 -704 -10%
JWM
60
Johnson Wealth Management
North Dakota
US$30.9萬 – – –
Brookstone Capital Management
61
Brookstone Capital Management
Illinois
US$30.1萬 – – –
Henrickson Nauta Wealth Advisors
62
Henrickson Nauta Wealth Advisors
Michigan
US$30萬 – – –
Birch Financial Group
63
Birch Financial Group
New Hampshire
US$27.9萬 +US$7.48萬 +1,494 +37%
Corient Private Wealth
64
Corient Private Wealth
Florida
US$26.1萬 – – –
Kaizen Financial Strategies
65
Kaizen Financial Strategies
California
US$25.9萬 +US$1.43萬 +285 +6%
Two West Capital Advisors
66
Two West Capital Advisors
Kansas
US$24.8萬 – – –
Wheels Up Wealth
67
Wheels Up Wealth
California
US$24.6萬 – – –
Old Mission Capital
68
Old Mission Capital
Illinois
US$24.5萬 +US$24.5萬 +4,890 新
Shearwater Capital
69
Shearwater Capital
Colorado
US$23.6萬 +US$2.62萬 +523 +12%
Jane Street
70
Jane Street
New York
US$23.4萬 -US$237萬 -47,279 -91%
RPGK
71
Retirement Planning Group (Kansas)
Kansas
US$23.3萬 +US$1,502 +30 +0.6%
Pure Financial Advisors
72
Pure Financial Advisors
California
US$22.9萬 -US$1,101 -22 -0.5%
Aspen Capital Management
73
Aspen Capital Management
Idaho
US$22.7萬 +US$22.7萬 +4,529 新
First National Bank Sioux Falls
74
First National Bank Sioux Falls
South Dakota
US$20.8萬 – – –
EP Wealth Advisors
75
EP Wealth Advisors
California
US$17.6萬 +US$17.6萬 +3,506 新