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Dimensional Core Fixed Income ETF

名稱 持股 交易金額 股數
變動
持股
變動
RCS Financial Planning
101
RCS Financial Planning
Maryland
US$1747萬 +US$7.4萬 +1,751 +0.4%
Vermillion & White Wealth Management Group
102
Vermillion & White Wealth Management Group
Pennsylvania
US$1726萬 +US$35.1萬 +8,304 +2%
Riverchase Wealth Management
103
Riverchase Wealth Management
Texas
US$1723萬 +US$57.5萬 +13,603 +3%
City State Bank
104
City State Bank
Iowa
US$1659萬 +US$105萬 +24,848 +7%
Wheels Up Wealth
105
Wheels Up Wealth
California
US$1641萬 +US$121萬 +28,537 +8%
Modera Wealth Management
106
Modera Wealth Management
New Jersey
US$1631萬 +US$771萬 +182,312 +89%
Beacon Harbor Wealth Advisors
107
Beacon Harbor Wealth Advisors
Virginia
US$1620萬 +US$787萬 +186,118 +91%
Sequoia Financial Advisors
108
Sequoia Financial Advisors
Ohio
US$1608萬 -US$205萬 -48,500 -11%
Rational Advisors
109
Rational Advisors
New York
US$1599萬 +US$40.1萬 +9,479 +3%
Meredith Wealth Planning
110
Meredith Wealth Planning
Illinois
US$1587萬 +US$107萬 +25,289 +7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
US$1583萬 +US$220萬 +51,955 +16%
BWM Planning
112
BWM Planning
Texas
US$1564萬 +US$126萬 +29,803 +9%
HB Wealth Management
113
HB Wealth Management
Georgia
US$1521萬 +US$447萬 +105,785 +42%
Client 1st Advisory Group
114
Client 1st Advisory Group
Florida
US$1520萬 +US$44萬 +10,415 +3%
JWM
115
Johnson Wealth Management
North Dakota
US$1512萬 +US$170萬 +40,245 +13%
EP Wealth Advisors
116
EP Wealth Advisors
California
US$1484萬 +US$48.9萬 +11,564 +3%
Financial Symmetry
117
Financial Symmetry
North Carolina
US$1482萬 +US$67.5萬 +15,966 +5%
IMA Advisory Services
118
IMA Advisory Services
Colorado
US$1476萬 +US$1478萬 +349,716 新
Park Avenue Securities
119
Park Avenue Securities
New York
US$1470萬 +US$410萬 +97,036 +39%
Mattern Wealth Management
120
Mattern Wealth Management
Kansas
US$1469萬 +US$18.2萬 +4,314 +1%
XY Planning Network
121
XY Planning Network
Montana
US$1460萬 +US$154萬 +36,401 +12%
Kings Path Partners
122
Kings Path Partners
Texas
US$1455萬 +US$76.5萬 +18,098 +6%
LFGO
123
Legacy Financial Group (Oklahoma)
Oklahoma
US$1446萬 +US$39.1萬 +9,255 +3%
Integrity Alliance
124
Integrity Alliance
Iowa
US$1441萬 -US$135萬 -31,854 -9%
Vestmark Advisory Solutions
125
Vestmark Advisory Solutions
Massachusetts
US$1415萬 – – –