DFCA / Dimensional ETF Trust - Dimensional California Municipal Bond ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
| Pemilik |
Nilai Ekuitas
($1000) |
Nilai Panggilan
($1000) |
Masukkan Nilai
($1000) |
Posisi Long/Short Bersih
($1000) |
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Mercer Global Advisors Inc /adv
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Hurlow Wealth Management Group, Inc.
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Roberts Wealth Advisors, LLC
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Regatta Capital Group, Llc
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Parkshore Wealth Management, Inc.
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Savant Capital, LLC
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Wealth Enhancement Advisory Services, Llc
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Willow Creek Wealth Management Inc.
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SOUTH STATE Corp
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Atria Wealth Solutions, Inc.
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Parkworth Wealth Management, Inc.
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EP Wealth Advisors, Inc.
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Citrine Capital LLC
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Navigoe, LLC
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Pathstone Holdings, LLC
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Jpmorgan Chase & Co
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Lodestar Private Asset Management Llc
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Root Financial Partners, LLC
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Allworth Financial LP
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Callan Family Office, LLC
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TriaGen Wealth Management LLC
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One Capital Management, LLC
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Horizon Investments, LLC
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Signature Resources Capital Management, LLC
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Retirement Planning Group
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Kaizen Financial Strategies
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Bell Investment Advisors, Inc
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Envestnet Asset Management Inc
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LPL Financial LLC
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One Degree Advisors Inc
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First National Bank Sioux Falls
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Flow Traders U.s. Llc
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Mariner, LLC
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Old Mission Capital Llc
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HighTower Advisors, LLC
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Jane Street Group, Llc
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Gradient Capital Advisors, LLC
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RAM Investment Partners, LLC
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Prospect Financial Group LLC
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Farther Finance Advisors, LLC
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Fermata Advisors, LLC
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CI Private Wealth, LLC
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Red Lighthouse Investment Management, Llc
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Larson Financial Group LLC
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True Link Financial Advisors, LLC
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EverSource Wealth Advisors, LLC
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Fiduciary Financial Group, Llc
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Elmwood Wealth Management, Inc.
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Tortoise Investment Management, LLC
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IFP Advisors, Inc
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Cwm, Llc
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Commonwealth Equity Services, Llc
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