Signals

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☆DFAT

44 in-universe funds with a nonzero position in DFAT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#33
Score / z0.499 / 3.35
Consensus20.33 over 33 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)
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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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 668.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 111.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 104.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 72.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 57.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 52.6 23.1% 2 +1.6 pp +23.1 pp +23.1 pp +23.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 52.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 16.9 7.2% 2 -0.8 pp +7.2 pp +7.2 pp +7.2 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 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 7.1 4.2% 2 -0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.3 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.6 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 DFAT). Qtrs Held counts distinct quarters this fund has actually held DFAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAT position size. Δ columns are the percentage-point change in DFAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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