Signals

← Signals

☆DFAT

788 in-universe funds with a nonzero position in DFAT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#66
Score / z2.979 / 4.22
Consensus268.17 over 469 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-22% / 1.0d

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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 816.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 790.9 0.9% 4 -0.3 pp -0.6 pp -0.8 pp +0.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 607.8 7.9% 3 +0.1 pp +0.2 pp +7.9 pp +7.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 383.6 18.0% 3 -0.4 pp -0.7 pp +18.0 pp +18.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 317.4 5.1% 3 +0.5 pp +0.7 pp +5.1 pp +5.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 315.3 3.9% 3 +1.0 pp +0.4 pp +3.9 pp +3.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 287.6 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 249.1 1.3% 1 +1.3 pp +0.1 pp +1.3 pp +1.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 174.8 16.5% 3 -0.3 pp -1.8 pp +16.5 pp +16.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 161.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 154.8 10.2% 3 +0.3 pp +0.8 pp +10.2 pp +10.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 124.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 110.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 108.4 17.4% 3 +0.3 pp +0.2 pp +17.4 pp +17.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 98.2 1.9% 3 -0.1 pp -0.6 pp +1.9 pp +1.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 89.6 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 86.8 9.3% 3 +2.1 pp +1.0 pp +9.3 pp +9.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 85.7 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 85.4 3.2% 3 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 84.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 83.9 21.0% 3 -0.3 pp -0.4 pp +21.0 pp +21.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 81.4 8.0% 3 -4.1 pp -4.1 pp +8.0 pp +8.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 79.8 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 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 77.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 75.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 71.1 18.5% 2 +0.5 pp +18.5 pp +18.5 pp +18.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 64.5 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 60.8 19.4% 3 +0.3 pp +0.9 pp +19.4 pp +19.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 60.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 55.1 17.8% 5 -0.6 pp -1.2 pp -5.3 pp -3.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 54.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 51.7 15.2% 3 -1.7 pp -4.7 pp +15.2 pp +15.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 50.1 20.4% 3 -0.5 pp -0.2 pp +20.4 pp +20.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 49.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 49.0 5.4% 3 +0.3 pp +0.5 pp +5.4 pp +5.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 48.1 3.1% 3 +0.2 pp +0.3 pp +3.1 pp +3.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 47.2 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 45.1 2.1% 3 -0.3 pp -0.6 pp +2.1 pp +2.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 44.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 43.9 6.5% 3 +0.9 pp +1.1 pp +6.5 pp +6.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 41.6 4.1% 3 +0.0 pp +0.2 pp +4.1 pp +4.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 41.1 8.3% 3 -0.7 pp -1.0 pp +8.3 pp +8.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 37.6 15.3% 3 -0.3 pp +0.1 pp +15.3 pp +15.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 31.4 8.6% 3 -0.2 pp -0.2 pp +8.6 pp +8.6 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 31.3 6.6% 3 -0.0 pp -0.0 pp +6.6 pp +6.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 30.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 29.6 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 29.0 17.9% 2 -0.2 pp +17.9 pp +17.9 pp +17.9 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 28.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 28.7 3.2% 3 -0.2 pp -0.1 pp +3.2 pp +3.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 28.5 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 27.5 2.8% 3 -0.2 pp -0.2 pp +2.8 pp +2.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 27.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 25.8 7.8% 3 -0.3 pp -0.6 pp +7.8 pp +7.8 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 25.8 6.1% 3 +0.1 pp -0.0 pp +6.1 pp +6.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 25.5 14.4% 3 +0.1 pp +0.1 pp +14.4 pp +14.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 25.4 4.8% 3 -0.3 pp -0.2 pp +4.8 pp +4.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 25.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 25.3 3.2% 3 -0.0 pp -0.0 pp +3.2 pp +3.2 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 24.9 12.9% 3 +0.0 pp +0.2 pp +12.9 pp +12.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 24.6 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 24.4 11.8% 3 -0.4 pp -1.0 pp +11.8 pp +11.8 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 24.3 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 23.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 23.6 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 23.6 11.5% 3 -0.1 pp -0.2 pp +11.5 pp +11.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 22.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 22.3 5.2% 3 +0.1 pp +0.2 pp +5.2 pp +5.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 21.6 7.8% 3 -0.6 pp -0.4 pp +7.8 pp +7.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 20.8 5.9% 2 +0.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 20.6 5.2% 3 -0.1 pp -0.2 pp +5.2 pp +5.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 20.2 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.8 8.1% 3 -0.1 pp -0.1 pp +8.1 pp +8.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 19.7 6.8% 5 +0.2 pp -0.3 pp -0.3 pp -1.2 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 19.4 4.9% 3 +0.1 pp +0.2 pp +4.9 pp +4.9 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 19.3 5.1% 2 +0.5 pp +5.1 pp +5.1 pp +5.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 19.2 3.8% 3 -0.3 pp -0.2 pp +3.8 pp +3.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 18.2 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 17.9 11.1% 3 -0.3 pp -1.1 pp +11.1 pp +11.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 17.8 5.0% 3 -0.3 pp -0.5 pp +5.0 pp +5.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 17.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 17.6 2.8% 3 -0.5 pp -0.8 pp +2.8 pp +2.8 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.6 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 17.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 17.4 4.3% 3 -0.1 pp -0.2 pp +4.3 pp +4.3 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 17.4 9.8% 3 -0.2 pp -0.3 pp +9.8 pp +9.8 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 17.3 2.7% 3 +0.6 pp +1.1 pp +2.7 pp +2.7 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 17.3 8.2% 3 +0.0 pp +0.2 pp +8.2 pp +8.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 16.6 4.7% 3 -0.0 pp -0.5 pp +4.7 pp +4.7 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 16.1 5.7% 3 +0.5 pp +0.8 pp +5.7 pp +5.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 15.3 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 14.7 2.6% 3 -0.3 pp -1.2 pp +2.6 pp +2.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 14.1 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 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 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 13.9 11.0% 3 +0.2 pp +0.3 pp +11.0 pp +11.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 13.5 3.8% 3 +0.2 pp +0.4 pp +3.8 pp +3.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 13.5 9.2% 3 -0.1 pp -0.4 pp +9.2 pp +9.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 13.4 8.3% 3 -0.1 pp -1.1 pp +8.3 pp +8.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 13.4 6.7% 3 -0.5 pp -1.5 pp +6.7 pp +6.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 13.3 7.9% 3 -0.6 pp -1.0 pp +7.9 pp +7.9 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 12.9 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 12.7 3.4% 3 +0.2 pp +0.0 pp +3.4 pp +3.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 12.4 3.3% 3 -0.3 pp -0.2 pp +3.3 pp +3.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 12.1 8.8% 3 -0.4 pp -0.9 pp +8.8 pp +8.8 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.0 6.1% 3 -0.2 pp -0.8 pp +6.1 pp +6.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 12.0 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 11.6 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 11.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 11.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 11.3 3.7% 3 +0.0 pp +0.0 pp +3.7 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 10.8 6.1% 3 -0.5 pp -0.6 pp +6.1 pp +6.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 10.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 10.3 2.5% 3 -2.1 pp +2.3 pp +2.5 pp +2.5 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.1 3.5% 3 -0.0 pp +0.1 pp +3.5 pp +3.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 9.8 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.8 3.8% 3 +0.1 pp +0.3 pp +3.8 pp +3.8 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 9.8 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 9.7 5.0% 5 +0.3 pp +1.4 pp +0.8 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.4 0.6% 3 -0.8 pp -0.9 pp +0.6 pp +0.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 9.3 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 9.2 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 9.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 8.9 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 8.9 5.3% 3 -0.3 pp -0.4 pp +5.3 pp +5.3 pp
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☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.7 2.0% 4 -0.0 pp -0.0 pp +0.5 pp +2.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 8.6 2.6% 3 +0.0 pp +0.2 pp +2.6 pp +2.6 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 8.5 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.4 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.2 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.1 2.0% 3 -0.0 pp -0.6 pp +2.0 pp +2.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 8.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 7.9 5.1% 3 +0.1 pp -0.7 pp +5.1 pp +5.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Avondale Wealth Management CIK 0001738720 0.648 66 7.6 3.9% 3 +0.2 pp -0.2 pp +3.9 pp +3.9 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 7.6 2.4% 3 -0.3 pp -0.5 pp +2.4 pp +2.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 7.5 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 7.4 2.0% 3 -0.2 pp -0.2 pp +2.0 pp +2.0 pp
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☆City State Bank CIK 0001910666 0.322 809 7.2 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 7.2 1.2% 1 +1.2 pp +0.1 pp +1.2 pp +1.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 7.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 7.1 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.8 2.8% 3 +0.2 pp -0.0 pp +2.8 pp +2.8 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 6.6 2.5% 3 -0.2 pp -0.5 pp +2.5 pp +2.5 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.5 4.8% 3 -0.0 pp +0.0 pp +4.8 pp +4.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 6.3 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 6.2 2.7% 3 -0.1 pp -0.3 pp +2.7 pp +2.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 6.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.1 0.4% 1 +0.4 pp -0.5 pp +0.4 pp +0.4 pp
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☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 5.9 1.6% 3 +0.5 pp +0.4 pp +1.6 pp +1.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.7 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.6 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 5.5 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.5 3.8% 3 -0.1 pp -0.2 pp +3.8 pp +3.8 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 5.4 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.4 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
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☆Gibson Capital, LLC CIK 0001427372 0.911 94 5.4 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 5.3 1.9% 3 +0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.3 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
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☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.0 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.0 2.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.0 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 4.9 2.9% 3 -0.0 pp +0.3 pp +2.9 pp +2.9 pp
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☆Burk Holdings LLC CIK 0002079815 0.521 640 4.8 2.3% 4 -0.0 pp -0.2 pp -0.6 pp +2.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.4 2.6% 3 -0.3 pp -0.7 pp +2.6 pp +2.6 pp
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☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.5 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 3.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.4 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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