| 8/7/2025 | Samalin Investment Counsel LLC | 26,248 | $1.38M | 0.5% | -13.9% | 0.279% | |
| 8/6/2025 | Summit Wealth Group LLC | 8,060 | $423K | 0.1% | +68.6% | 0.086% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 36,919 | $1.94M | 0.0% | +371.9% | 0.393% | |
| 7/31/2025 | Aspen Capital Management LLC | 10,237 | $537K | 0.2% | +127.1% | 0.109% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 52,613 | $2.76M | 0.0% | +11.2% | 0.560% | |
| 7/31/2025 | Curio Wealth LLC | 17,920 | $940K | 0.4% | +179,100.0% | 0.191% | |
| 7/31/2025 | Planning Center Inc. | 158,678 | $8.32M | 0.9% | +7.8% | 1.688% | |
| 7/29/2025 | Flagstone Financial Management | 12,470 | $654K | 0.2% | +40.0% | 0.133% | |
| 7/25/2025 | Concord Asset Management LLC VA | 12,616 | $661K | 0.1% | N/A | 0.134% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 13,922 | $730K | 0.0% | +1.6% | 0.148% | |
Get the Latest News and Ratings for DFSB and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Dimensional Global Sustainability Fixed Income ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/24/2025 | Wealth Advisors Northwest LLC | 10,611 | $556K | 0.3% | +3.5% | 0.113% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 5,503 | $289K | 0.0% | -31.6% | 0.059% | |
| 7/18/2025 | Tanager Wealth Management LLP | 23,726 | $1.24M | 0.1% | +1.4% | 0.252% | |
| 7/18/2025 | Citrine Capital LLC | 142,320 | $7.46M | 4.0% | +5.3% | 1.514% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 11,387 | $597K | 0.1% | -7.2% | 0.122% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 23,901 | $1.25M | 0.6% | -10.9% | 0.257% | |
| 7/17/2025 | XY Planning Network Inc. | 7,053 | $370K | 0.1% | N/A | 0.076% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 815 | $43K | 0.0% | N/A | 0.009% | |
| 7/16/2025 | Blue Oak Capital LLC | 334,101 | $17.52M | 9.2% | +5.0% | 3.592% | |
| 7/15/2025 | Level Financial Advisors | 8,241 | $432K | 0.1% | -6.7% | 0.089% | |
| 7/15/2025 | Vestment Financial LLC | 9,031 | $473K | 0.3% | +21.7% | 0.097% | |
| 7/15/2025 | Maseco LLP | 1,455,542 | $76.32M | 2.9% | N/A | 15.651% | |
| 7/14/2025 | BetterWealth LLC | 14,131 | $741K | 0.2% | +4.3% | 0.152% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 128,462 | $6.74M | 3.3% | +43.4% | 1.381% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 2,098,846 | $110.04M | 16.8% | +0.3% | 22.568% | |
| 7/11/2025 | Skyline Advisors Inc. | 19,858 | $1.04M | 0.4% | +7.5% | 0.214% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 453,561 | $23.78M | 3.2% | -0.6% | 4.877% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,955 | $207K | 0.0% | -16.7% | 0.043% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 83,531 | $4.38M | 0.0% | +3.3% | 0.898% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 17,149 | $896K | 0.4% | N/A | 0.184% | |
| 7/9/2025 | Archer Investment Management LLC | 86,640 | $4.54M | 3.3% | +1.6% | 0.932% | |
| 7/9/2025 | Shore Point Advisors LLC | 7,083 | $371K | 0.2% | -11.5% | 0.076% | |
| 7/8/2025 | Apella Capital LLC | 85,659 | $4.48M | 0.1% | +8.9% | 0.931% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,210 | $680K | 0.0% | N/A | 0.144% | |
| 6/6/2025 | Blue Oak Capital LLC | 318,061 | $16.38M | 9.0% | +8.3% | 3.554% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 89,587 | $4.61M | 2.7% | +52.0% | 1.001% | |
| 5/19/2025 | Jane Street Group LLC | 21,937 | $1.13M | 0.0% | -48.4% | 0.245% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,210 | $680K | 0.0% | N/A | 0.149% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 47,329 | $2.44M | 0.0% | +15.7% | 0.535% | |
| 5/15/2025 | Betterment LLC | 30,066 | $1.55M | 0.0% | +2.0% | 0.340% | |
Is Elon's empire crumbling? (Ad) The Tesla Shock Nobody Sees Coming
While headlines scream "Tesla is doomed"...
Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs.
One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd. Click here to see the Tesla shock that could blindside everyone. |
| 5/14/2025 | Orion Capital Management LLC | 2,308 | $119K | 0.1% | -14.6% | 0.026% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 8,049 | $415K | 0.0% | -36.1% | 0.091% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 4,274 | $220K | 0.0% | N/A | 0.048% | |
| 5/13/2025 | RW Investment Management LLC | 14,204 | $732K | 0.1% | -24.2% | 0.160% | |
| 5/13/2025 | Raymond James Financial Inc. | 175,533 | $9.04M | 0.0% | N/A | 1.983% | |
| 5/12/2025 | Virtu Financial LLC | 15,237 | $785K | 0.0% | N/A | 0.172% | |
| 5/9/2025 | Geometric Wealth Advisors | 11,712 | $603K | 0.1% | N/A | 0.132% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 146,053 | $7.52M | 5.3% | +6.5% | 1.650% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 2,092,387 | $107.76M | 16.2% | +0.6% | 23.643% | |
| 5/8/2025 | Modera Wealth Management LLC | 13,203 | $680K | 0.0% | -14.8% | 0.149% | |
| 5/7/2025 | Passive Capital Management LLC. | 376,440 | $19.39M | 6.0% | N/A | 4.254% | |
| 5/7/2025 | LPL Financial LLC | 30,004 | $1.55M | 0.0% | +23.4% | 0.339% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 17,797 | $917K | 0.7% | +36.1% | 0.201% | |
| 5/5/2025 | Aspen Capital Management LLC | 4,508 | $232K | 0.1% | N/A | 0.051% | |
| 5/2/2025 | Summit Wealth Group LLC | 4,780 | $246K | 0.1% | N/A | 0.054% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 7,824 | $403K | 0.0% | +35.9% | 0.088% | |
| 4/29/2025 | von Borstel & Associates Inc. | 7,285 | $375K | 0.1% | -19.6% | 0.082% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 63,105 | $3.25M | 0.0% | +29.7% | 0.713% | |
| 4/28/2025 | BetterWealth LLC | 13,547 | $698K | 0.2% | -21.0% | 0.153% | |
| 4/24/2025 | Shore Point Advisors LLC | 8,007 | $412K | 0.2% | N/A | 0.090% | |
| 4/24/2025 | Tanager Wealth Management LLP | 23,405 | $1.21M | 0.2% | +3.9% | 0.264% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 65,863 | $3.39M | 2.5% | +27.5% | 0.744% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 13,709 | $706K | 0.0% | N/A | 0.155% | |
| 4/23/2025 | RAM Investment Partners LLC | 40,428 | $2.08M | 0.5% | +3.9% | 0.457% | |
| 4/23/2025 | Citrine Capital LLC | 135,168 | $6.96M | 4.4% | -0.9% | 1.527% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,528 | $645K | 0.0% | +45.3% | 0.142% | |
| 4/21/2025 | Flagstone Financial Management | 8,909 | $459K | 0.1% | +79.7% | 0.101% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 6,725 | $343K | 0.2% | +6.2% | 0.076% | |
| 4/18/2025 | Creative Capital Management Investments LLC | 24,610 | $1.27M | 0.5% | +6.9% | 0.278% | |
| 4/18/2025 | Planning Center Inc. | 147,228 | $7.58M | 0.9% | N/A | 1.664% | |
| 4/17/2025 | Stewardship Advisors LLC | 5,245 | $270K | 0.1% | +14.2% | 0.059% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 80,850 | $4.16M | 0.0% | +7.8% | 0.914% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 10,257 | $528K | 0.3% | +18.1% | 0.116% | |
| 4/15/2025 | Skyline Advisors Inc. | 18,469 | $951K | 0.4% | +15.3% | 0.209% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 6,765 | $348K | 0.0% | N/A | 0.076% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,750 | $245K | 0.0% | +73.0% | 0.054% | |
| 4/14/2025 | Greenspring Advisors LLC | 4,661 | $240K | 0.1% | N/A | 0.053% | |
| 4/14/2025 | LexAurum Advisors LLC | 4,138 | $213K | 0.0% | N/A | 0.047% | |
| 4/10/2025 | Apella Capital LLC | 78,640 | $4.01M | 0.1% | +16.9% | 0.889% | |
| 4/10/2025 | Level Financial Advisors | 8,834 | $455K | 0.2% | +3.9% | 0.100% | |
| 4/9/2025 | Archer Investment Management LLC | 85,306 | $4.39M | 3.0% | -4.5% | 0.964% | |
| 4/9/2025 | Quantum Financial Advisors LLC | 456,237 | $23.50M | 3.5% | +14.8% | 5.155% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 75,020 | $3.82M | 0.0% | +10.9% | 0.883% | |
| 2/27/2025 | Skyline Advisors Inc. | 16,015 | $816K | 0.3% | N/A | 0.276% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 26,790 | $1.37M | 0.7% | N/A | 0.462% | |
| 2/18/2025 | Orion Capital Management LLC | 2,703 | $138K | 0.1% | N/A | 0.047% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 40,897 | $2.08M | 0.0% | +75.7% | 0.705% | |
| 2/17/2025 | Vestment Financial LLC | 7,593 | $384K | 0.3% | N/A | 0.131% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 9,928 | $506K | 0.1% | -5.4% | 0.171% | |
| 2/17/2025 | Citadel Advisors LLC | 61,802 | $3.15M | 0.0% | N/A | 1.066% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 2/14/2025 | Jane Street Group LLC | 42,530 | $2.17M | 0.0% | -6.2% | 0.733% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 9,409 | $479K | 0.0% | +12.0% | 0.162% | |
| 2/14/2025 | Parkshore Wealth Management Inc. | 58,952 | $3.00M | 1.8% | N/A | 1.016% | |
| 2/14/2025 | Betterment LLC | 29,488 | $1.50M | 0.0% | +102.0% | 0.508% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 48,673 | $2.48M | 0.0% | +19.7% | 0.839% | |
| 2/14/2025 | WPWealth LLP | 10,631 | $542K | 0.1% | +11.2% | 0.183% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,768 | $599K | 0.0% | +79.4% | 0.203% | |
| 2/13/2025 | Seeds Investor LLC | 212,910 | $10.85M | 3.1% | N/A | 3.671% | |
| 2/13/2025 | EnRich Financial Partners LLC | 4,082 | $208K | 0.1% | +5.5% | 0.070% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 5,756 | $293K | 0.0% | +32.0% | 0.099% | |
