Signals

← Signals

☆DFAL

4 in-universe funds with a nonzero position in DFAL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1786
Score / z0.016 / 0.00
Consensus2.81 over 4 funds
Momentumnot computed

Price & positioning

38 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 489.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 488.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 365.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFAL). Qtrs Held counts distinct quarters this fund has actually held DFAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAL position size. Δ columns are the percentage-point change in DFAL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status