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Dimensional Ultrashort Fixed Income ETF

名稱 持股 交易金額 股數
變動
持股
變動
OCA
76
Optimus Capital Advisors
Texas
US$292萬 -US$54.8萬 -10,797 -16%
KPP
77
Kings Path Partners
Texas
US$292萬 +US$165萬 +32,548 +131%
Osaic Holdings
78
Osaic Holdings
Arizona
US$289萬 +US$47.9萬 +9,430 +20%
Everest Financial Group
79
Everest Financial Group
Minnesota
US$289萬 -US$18.1萬 -3,556 -6%
LPL Financial
80
LPL Financial
California
US$286萬 +US$68萬 +13,379 +31%
SIM
81
Studio Investment Management
Illinois
US$284萬 +US$53萬 +10,443 +23%
Index Fund Advisors
82
Index Fund Advisors
California
US$275萬 -US$311萬 -61,231 -53%
LRI Investments
83
LRI Investments
Florida
US$273萬 +US$73.6萬 +14,496 +37%
BH
84
Burk Holdings
Oklahoma
US$254萬 – – –
SWM
85
SpringVest Wealth Management
Texas
US$249萬 +US$135萬 +26,655 +119%
CWM
86
Core Wealth Management
Florida
US$249萬 +US$10.9萬 +2,155 +5%
AFP
87
ATLas Financial Planning
Georgia
US$248萬 +US$4.3萬 +847 +2%
CA
88
Clune & Associates
Illinois
US$246萬 -US$217萬 -42,732 -47%
JP Morgan Chase
89
JP Morgan Chase
New York
US$229萬 +US$229萬 +45,128 +173,569%
XY Planning Network
90
XY Planning Network
Montana
US$221萬 +US$73.9萬 +14,549 +50%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
US$203萬 -US$1.08萬 -212 -0.5%
FWM
92
Forza Wealth Management
Florida
US$196萬 +US$2.51萬 +494 +1%
TM
93
Torren Management
California
US$196萬 -US$405萬 -79,647 -67%
BWM
94
Bullock Wealth Management
Indiana
US$196萬 -US$87.8萬 -17,290 -31%
MWP
95
Meredith Wealth Planning
Illinois
US$192萬 +US$7.5萬 +1,476 +4%
HighTower Advisors
96
HighTower Advisors
Illinois
US$188萬 +US$9.1萬 +1,791 +5%
MGW
97
MB Generational Wealth
Washington
US$182萬 +US$37萬 +7,281 +25%
Apollon Wealth Management
98
Apollon Wealth Management
South Carolina
US$175萬 -US$5.08萬 -1,000 -3%
VFG
99
V2 Financial group
Illinois
US$168萬 +US$168萬 +33,086 新
Balboa Wealth Partners
100
Balboa Wealth Partners
Arizona
US$162萬 -US$3.2萬 -631 -2%