Signals

← Signals

☆DFAS

981 in-universe funds with a nonzero position in DFAS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#113
Score / z1.943 / 1.74
Consensus353.24 over 605 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,865.8 1.3% 4 +0.0 pp +0.1 pp +0.2 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 653.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 470.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 419.7 18.9% 4 -0.2 pp -0.6 pp -2.0 pp +18.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 249.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 227.5 3.3% 4 -0.2 pp +0.1 pp +0.1 pp +3.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 184.6 9.8% 4 -0.0 pp -0.2 pp -0.6 pp +9.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 122.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 112.8 5.2% 4 +0.3 pp +1.1 pp +1.8 pp +5.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 97.9 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 96.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 94.2 2.7% 4 -0.1 pp -0.2 pp -0.3 pp +2.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 87.6 1.7% 3 +0.0 pp +0.7 pp +1.7 pp +1.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 86.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 86.1 4.6% 4 +0.3 pp +0.2 pp +0.3 pp +4.6 pp
☆Premier Financial Group CIK 0001989061 0.565 44 85.3 14.5% 3 -7.1 pp -6.6 pp +14.5 pp +14.5 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 81.2 6.0% 4 +0.4 pp +0.2 pp +1.8 pp +6.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 78.0 8.3% 4 +0.2 pp +0.7 pp +1.0 pp +8.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 77.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 77.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 74.2 2.9% 4 -0.0 pp -0.3 pp -0.2 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 72.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 70.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 69.0 7.4% 4 -0.2 pp -0.3 pp -0.3 pp +7.4 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 68.8 3.0% 4 +0.1 pp -0.1 pp -0.4 pp +3.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 66.7 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 60.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 58.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 56.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 53.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 53.4 5.4% 4 -0.2 pp +0.0 pp -0.1 pp +5.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 53.4 0.8% 4 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 52.5 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 52.3 5.6% 4 +0.1 pp -0.1 pp +0.1 pp +5.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 52.3 1.4% 4 +0.1 pp +0.1 pp -0.6 pp +1.4 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 50.6 10.4% 4 +0.1 pp +0.1 pp +0.4 pp +10.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 48.2 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 47.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 44.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 42.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 42.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 40.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 39.7 17.8% 4 +0.5 pp +0.2 pp -0.7 pp +17.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 38.2 1.8% 4 +0.1 pp -0.2 pp -0.3 pp +1.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 37.7 2.6% 4 -0.1 pp -0.2 pp -0.3 pp +2.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 36.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 35.2 2.9% 4 +0.0 pp +0.1 pp +0.2 pp +2.9 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 34.2 8.1% 4 +0.5 pp +1.0 pp +2.1 pp +8.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 32.9 5.4% 4 -0.0 pp -0.6 pp -0.5 pp +5.4 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 32.8 24.9% 1 +24.9 pp +24.9 pp +24.9 pp +24.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 31.4 4.7% 4 +0.0 pp -0.1 pp -0.2 pp +4.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 30.9 13.2% 4 +0.3 pp +0.6 pp +0.3 pp +13.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 30.9 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 30.4 10.9% 4 +0.2 pp +0.0 pp +0.3 pp +10.9 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 30.1 6.5% 4 +0.1 pp +0.1 pp +0.3 pp +6.5 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 30.1 3.7% 4 -0.3 pp -0.3 pp -1.3 pp +3.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 27.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 27.7 2.7% 4 -0.2 pp -0.2 pp -0.2 pp +2.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 27.1 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 26.9 1.8% 2 +0.3 pp +1.8 pp +0.7 pp +1.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 25.1 4.0% 4 +0.1 pp +0.2 pp +0.3 pp +4.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 24.9 12.5% 4 -0.1 pp -0.3 pp -0.1 pp +12.5 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 24.7 7.5% 4 +0.0 pp +0.0 pp +0.2 pp +7.5 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 24.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 23.9 6.0% 4 +0.3 pp +0.3 pp +0.2 pp +6.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 23.1 2.1% 4 -0.0 pp -0.0 pp -0.3 pp +2.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 23.0 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 22.6 7.6% 4 +0.5 pp +0.9 pp +1.1 pp +7.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 22.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 22.4 4.9% 4 +0.1 pp +0.2 pp +0.1 pp +4.9 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 22.0 6.6% 4 +0.1 pp -0.0 pp -0.5 pp +6.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 21.4 2.2% 4 -0.1 pp -0.2 pp -0.2 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 21.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 21.0 7.0% 4 +0.2 pp +0.1 pp +0.3 pp +7.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 20.8 11.2% 4 -0.2 pp -0.6 pp -0.5 pp +11.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 20.6 12.0% 4 +0.1 pp -0.1 pp -0.2 pp +12.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 20.5 5.0% 4 -0.5 pp -1.1 pp -3.0 pp +5.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 20.5 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 20.2 4.9% 4 +0.2 pp +0.3 pp +0.5 pp +4.9 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 20.2 3.8% 3 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 20.2 1.9% 4 +0.0 pp +0.0 pp +0.1 pp +1.9 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 19.8 9.5% 4 -0.1 pp +0.1 pp -0.2 pp +9.5 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 19.3 10.5% 4 -0.7 pp -0.5 pp -1.3 pp +10.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 19.2 1.8% 4 +0.0 pp +0.1 pp +0.3 pp +1.8 pp
☆WPWealth LLP CIK 0001950118 0.866 103 18.6 2.8% 4 +0.2 pp +0.5 pp +0.9 pp +2.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 18.4 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 18.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 18.3 3.2% 4 -0.3 pp -0.7 pp -1.8 pp +3.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 18.3 4.8% 4 +0.0 pp -0.0 pp +0.0 pp +4.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 17.9 1.6% 4 +0.2 pp +0.3 pp +0.4 pp +1.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 17.0 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 16.9 3.2% 4 -0.6 pp -0.8 pp -0.9 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 16.6 3.4% 4 +0.1 pp +0.0 pp -1.0 pp +3.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 16.4 4.0% 4 +0.2 pp +0.2 pp +0.2 pp +4.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.0 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 15.8 12.6% 3 -0.1 pp -0.4 pp +12.6 pp +12.6 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 15.6 2.1% 4 +0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 15.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 15.4 3.8% 4 -0.0 pp -0.1 pp -0.2 pp +3.8 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 15.2 2.6% 4 +0.1 pp +0.3 pp +0.2 pp +2.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.6 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 14.2 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 14.1 4.5% 4 -0.0 pp -0.0 pp +0.0 pp +4.5 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 13.5 9.1% 5 +0.5 pp +0.7 pp +0.7 pp +0.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 13.4 2.4% 4 +0.1 pp +0.2 pp +0.2 pp +2.4 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 13.3 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 13.3 1.6% 4 +0.4 pp +0.3 pp +0.2 pp +1.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 13.2 3.6% 3 -0.0 pp -0.1 pp +3.6 pp +3.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 13.2 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 13.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 12.9 3.1% 4 +0.2 pp +0.2 pp +0.3 pp +3.1 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.8 3.6% 4 +0.3 pp +0.3 pp +0.3 pp +3.6 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 12.8 2.8% 5 -0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 12.6 2.0% 4 +0.1 pp +0.0 pp +0.3 pp +2.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 12.6 5.4% 5 -0.2 pp -0.5 pp -0.8 pp -1.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 12.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 12.4 2.8% 4 +0.1 pp +0.1 pp +0.3 pp +2.8 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 12.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 12.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 12.1 2.5% 4 +0.2 pp +0.1 pp -0.1 pp +2.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 11.9 1.3% 4 +0.0 pp +0.1 pp +0.4 pp +1.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 11.9 8.8% 4 +0.4 pp +0.6 pp +0.1 pp +8.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.7 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 11.5 3.2% 4 +0.0 pp +0.1 pp +0.2 pp +3.2 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 10.9 3.0% 4 +0.2 pp +0.2 pp -0.0 pp +3.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 10.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 10.5 3.0% 4 +0.3 pp +2.2 pp +2.2 pp +3.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 10.5 4.3% 4 +0.2 pp +0.3 pp +0.4 pp +4.3 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 9.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 9.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆GEM Asset Management, LLC CIK 0001963319 0.462 116 9.4 4.2% 4 +0.2 pp +0.3 pp +0.2 pp +4.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 9.4 0.6% 4 -0.4 pp -1.0 pp -1.3 pp +0.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.4 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
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☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 8.9 1.2% 4 -0.1 pp -0.2 pp -0.1 pp +1.2 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 8.8 3.0% 4 +0.1 pp +0.0 pp +0.2 pp +3.0 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 8.3 3.9% 4 -0.3 pp -0.1 pp -0.0 pp +3.9 pp
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☆ASPIRIANT, LLC CIK 0001433541 0.906 400 8.2 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 8.0 2.2% 4 -0.1 pp -0.1 pp -0.2 pp +2.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 8.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
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☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 7.7 4.0% 4 -0.1 pp -0.1 pp +0.0 pp +4.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.5 2.3% 4 -0.0 pp -0.1 pp -0.1 pp +2.3 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.4 4.2% 5 +0.2 pp +0.2 pp -0.1 pp +0.0 pp
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☆LAM GROUP, INC. CIK 0001961944 0.355 139 7.2 4.0% 4 -0.1 pp -0.5 pp -0.6 pp +4.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 7.2 2.8% 4 +0.1 pp +0.3 pp +0.3 pp +2.8 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 7.1 4.3% 4 +0.5 pp +0.5 pp +0.5 pp +4.3 pp
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☆Zhang Financial LLC CIK 0001776290 0.816 392 6.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 6.4 3.5% 4 +0.1 pp +0.2 pp +0.1 pp +3.5 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -1.8 pp -1.5 pp -1.5 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -2.7 pp -2.7 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -2.6 pp -1.1 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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 DFAS). Qtrs Held counts distinct quarters this fund has actually held DFAS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAS position size. Δ columns are the percentage-point change in DFAS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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