| 5/1/2025 | Austin Wealth Management LLC | 241,472 | $10.07M | 2.0% | +8.7% | 1.142% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 27,193 | $1.15M | 0.9% | +6.8% | 0.129% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 39,498 | $1.66M | 1.2% | -27.7% | 0.187% | |
| 4/30/2025 | Stratos Investment Management LLC | 326,994 | $13.77M | 0.7% | +6.2% | 1.546% | |
| 4/30/2025 | Core Wealth Management Inc. | 209,407 | $8.82M | 3.4% | +3.9% | 0.990% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,554 | $781K | 0.0% | +29.4% | 0.088% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 125,011 | $5.26M | 1.9% | +29.5% | 0.591% | |
| 4/28/2025 | Sensible Financial Planning & Management LLC. | 185,332 | $7.81M | 1.6% | +6.7% | 0.876% | |
| 4/28/2025 | TCP Asset Management LLC | 34,298 | $1.44M | 0.3% | +11.2% | 0.162% | |
| 4/25/2025 | Yardley Wealth Management LLC | 241,401 | $10.17M | 6.0% | -11.7% | 1.141% | |
Get the Latest News and Ratings for DFIP and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Dimensional Inflation-Protected Securities ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 4/25/2025 | Northwest Wealth Management LLC | 16,684 | $703K | 0.1% | -10.2% | 0.079% | |
| 4/25/2025 | Root Financial Partners LLC | 27,670 | $1.17M | 0.1% | -9.8% | 0.131% | |
| 4/24/2025 | Heirloom Wealth Management | 1,025,828 | $43.20M | 12.4% | -2.4% | 4.850% | |
| 4/23/2025 | Onyx Financial Advisors LLC | 25,565 | $1.08M | 0.6% | +4.9% | 0.121% | |
| 4/23/2025 | Saxony Capital Management LLC | 53,086 | $2.24M | 2.0% | +236.6% | 0.251% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 357,263 | $15.05M | 4.7% | +3.3% | 1.691% | |
| 4/23/2025 | PBMares Wealth Management LLC | 30,926 | $1.30M | 0.3% | -1.1% | 0.146% | |
| 4/23/2025 | Blossom Wealth Management | 6,886 | $290K | 0.6% | +25.6% | 0.033% | |
| 4/23/2025 | Crewe Advisors LLC | 945 | $40K | 0.0% | N/A | 0.004% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 3,901 | $164K | 0.0% | N/A | 0.018% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 6,531 | $275K | 0.1% | -26.4% | 0.031% | |
| 4/22/2025 | Aspire Private Capital LLC | 10,969 | $462K | 0.1% | +2.6% | 0.052% | |
| 4/22/2025 | XY Planning Network Inc. | 17,895 | $754K | 0.5% | +1.7% | 0.085% | |
| 4/21/2025 | CPA Asset Management LLC | 422,132 | $17.78M | 7.8% | +0.3% | 1.998% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 284,005 | $11.96M | 2.0% | +0.3% | 1.344% | |
| 4/18/2025 | Planning Center Inc. | 849,966 | $35.79M | 4.2% | +12.7% | 4.023% | |
| 4/18/2025 | Five Oceans Advisors | 246,180 | $10.37M | 5.0% | -26.3% | 1.165% | |
| 4/17/2025 | BCU Wealth Advisors LLC | 83,097 | $3.50M | 1.8% | -7.1% | 0.393% | |
| 4/17/2025 | Stewardship Advisors LLC | 9,850 | $415K | 0.1% | +15.7% | 0.047% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 15,384 | $648K | 0.0% | +17.9% | 0.073% | |
| 4/17/2025 | Scratch Capital LLC | 187,869 | $7.91M | 8.2% | +27.6% | 0.889% | |
| 4/16/2025 | Krilogy Financial LLC | 102,776 | $4.33M | 0.3% | +5.0% | 0.486% | |
| 4/16/2025 | David Wealth Management LLC | 143,012 | $6.02M | 5.0% | -1.2% | 0.677% | |
| 4/16/2025 | Fortitude Family Office LLC | 145,975 | $6.15M | 2.2% | +39.2% | 0.691% | |
| 4/15/2025 | FMB Wealth Management | 29,874 | $1.26M | 0.7% | +23.1% | 0.141% | |
| 4/15/2025 | Total Wealth Planning LLC | 29,592 | $1.25M | 0.2% | +2.4% | 0.140% | |
| 4/15/2025 | Two West Capital Advisors LLC | 6,983 | $287K | 0.2% | -29.5% | 0.033% | |
| 4/15/2025 | Visionary Horizons LLC | 12,655 | $533K | 0.4% | +3.9% | 0.060% | |
| 4/15/2025 | Vestment Financial LLC | 123,462 | $5.21M | 3.7% | +4.6% | 0.584% | |
| 4/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 55,634 | $2.29M | 0.9% | +30.8% | 0.263% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 4/11/2025 | KFG Wealth Management LLC | 190,357 | $8.02M | 1.5% | +6.9% | 0.901% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 13,936 | $587K | 0.3% | -7.2% | 0.066% | |
| 4/10/2025 | Apella Capital LLC | 166,051 | $6.90M | 0.2% | +13.5% | 0.786% | |
| 4/10/2025 | Level Financial Advisors | 187,253 | $7.89M | 2.7% | +14.9% | 0.886% | |
| 4/8/2025 | Shearwater Capital LLC | 39,539 | $1.67M | 1.2% | +2.1% | 0.187% | |
| 4/8/2025 | HFG Wealth Management LLC | 10,675 | $432K | 0.3% | +6.4% | 0.051% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,924 | $1.25M | 0.0% | -3.9% | 0.151% | |
| 2/27/2025 | XY Planning Network Inc. | 17,602 | $713K | 0.5% | N/A | 0.133% | |
| 2/20/2025 | Forum Financial Management LP | 82,555 | $3.34M | 0.1% | +0.4% | 0.625% | |
| 2/19/2025 | Pinney & Scofield Inc. | 351,400 | $14.23M | 11.0% | N/A | 2.662% | |
| 2/18/2025 | Monograph Wealth Advisors LLC | 110,067 | $4.46M | 0.6% | +10.1% | 0.834% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 22,408 | $907K | 0.0% | -34.4% | 0.170% | |
| 2/18/2025 | Note Advisors LLC | 10,619 | $430K | 0.4% | N/A | 0.080% | |
| 2/17/2025 | Vestment Financial LLC | 118,037 | $4.77M | 3.6% | N/A | 0.894% | |
| 2/17/2025 | Citadel Advisors LLC | 90,886 | $3.68M | 0.0% | N/A | 0.689% | |
| 2/14/2025 | Betterment LLC | 7,142 | $289K | 0.0% | +28.7% | 0.054% | |
| 2/14/2025 | Berger Financial Group Inc | 5,631 | $228K | 0.0% | N/A | 0.043% | |
| 2/14/2025 | Forum Financial Management LP | 63,478 | $2.57M | 0.0% | -22.8% | 0.481% | |
| 2/14/2025 | Bridge Generations Wealth Management LLC | 3,652 | $148K | 0.1% | N/A | 0.028% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 3,267 | $134K | 0.0% | +43.2% | 0.025% | |
| 2/13/2025 | NewEdge Advisors LLC | 27,572 | $1.12M | 0.0% | +5.5% | 0.209% | |
| 2/13/2025 | Verisail Partners LLC | 5,141 | $208K | 0.1% | N/A | 0.039% | |
| 2/13/2025 | Rather & Kittrell Inc. | 379,623 | $15.37M | 3.6% | +14.2% | 2.876% | |
| 2/13/2025 | CreativeOne Wealth LLC | 17,674 | $716K | 0.0% | +40.1% | 0.134% | |
| 2/13/2025 | SageView Advisory Group LLC | 37,484 | $1.52M | 0.1% | +2.6% | 0.284% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 9,170 | $371K | 0.1% | +7.3% | 0.069% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,337 | $581K | 0.0% | -5.5% | 0.109% | |
| 2/12/2025 | Nemes Rush Group LLC | 969 | $39K | 0.0% | N/A | 0.007% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,034 | $123K | 0.0% | -8.9% | 0.023% | |
| 2/11/2025 | LPL Financial LLC | 50,751 | $2.06M | 0.0% | +101.9% | 0.384% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 34,328 | $1.39M | 0.6% | -4.1% | 0.260% | |
| 2/11/2025 | SageOak Financial LLC | 9,944 | $403K | 0.4% | N/A | 0.075% | |
| 2/10/2025 | Entrewealth LLC | 36,116 | $1.53M | 1.4% | N/A | 0.274% | |
| 2/10/2025 | Curio Wealth LLC | 46,857 | $1.90M | 1.0% | N/A | 0.355% | |
| 2/10/2025 | Yardley Wealth Management LLC | 273,504 | $11.14M | 5.4% | +16.1% | 2.072% | |
| 2/10/2025 | First Financial Group Corp | 6,445 | $261K | 0.3% | N/A | 0.049% | |
| 2/10/2025 | Northwest Wealth Management LLC | 18,584 | $752K | 0.2% | -32.6% | 0.141% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 52,944 | $2.14M | 0.0% | +18.8% | 0.401% | |
| 2/10/2025 | Phillips Financial Management LLC | 2,632 | $107K | 0.0% | -23.3% | 0.020% | |
| 2/10/2025 | Essential Planning LLC. | 52,393 | $2.16M | 0.0% | N/A | 0.397% | |
| 2/10/2025 | Austin Wealth Management LLC | 222,066 | $9.04M | 1.9% | +5.6% | 1.682% | |
| 2/7/2025 | Geometric Wealth Advisors | 451,112 | $18.27M | 3.3% | +4.9% | 3.418% | |
| 2/7/2025 | Tortoise Investment Management LLC | 18,643 | $755K | 0.1% | +379.3% | 0.141% | |
| 2/7/2025 | Altiora Financial Group LLC | 81,468 | $3.30M | 0.7% | +13.4% | 0.617% | |
| 2/7/2025 | Larson Financial Group LLC | 261,158 | $10.58M | 0.5% | -13.9% | 1.978% | |
| 2/6/2025 | Midwest Heritage Bank FSB | 19,873 | $805K | 0.4% | -58.6% | 0.151% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 43,391 | $1.76M | 0.1% | +98.4% | 0.329% | |
| 2/6/2025 | Physician Wealth Solutions Inc. | 354,914 | $14.37M | 7.2% | +0.5% | 2.689% | |
| 2/6/2025 | Scratch Capital LLC | 147,217 | $5.96M | 7.3% | N/A | 1.115% | |
| 2/6/2025 | Modera Wealth Management LLC | 12,833 | $520K | 0.0% | N/A | 0.097% | |
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad) A Historic Gold Announcement Is About to Rock Wall Street
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Be ready before the historic gold move. Get Garrett’s Top Four picks now. |
| 2/5/2025 | AWM Capital LLC | 72,934 | $2.95M | 0.4% | -4.4% | 0.553% | |
| 2/5/2025 | Nwam LLC | 34,502 | $1.40M | 0.1% | +14.3% | 0.261% | |
| 2/4/2025 | CPA Asset Management LLC | 420,965 | $17.05M | 7.9% | +3.7% | 3.189% | |
| 2/4/2025 | IFP Advisors Inc | 111,696 | $4.52M | 0.1% | -3.1% | 0.846% | |
| 2/3/2025 | Grove Street Fiduciary LLC | 94,280 | $3.82M | 2.0% | N/A | 0.714% | |
| 2/3/2025 | Sterling Financial Planning Inc. | 96,527 | $3.91M | 1.4% | -4.7% | 0.731% | |
| 1/31/2025 | Plan Group Financial LLC | 122,827 | $4.97M | 2.6% | +2.2% | 0.931% | |
| 1/31/2025 | Klingman & Associates LLC | 32,841 | $1.33M | 0.1% | -59.9% | 0.249% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,847 | $682K | 0.0% | +8.7% | 0.128% | |
| 1/31/2025 | Truist Financial Corp | 5,447 | $221K | 0.0% | -20.2% | 0.041% | |
