Signals

← Signals

☆DFAU

520 in-universe funds with a nonzero position in DFAU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18
Score / z6.399 / 9.59
Consensus184.03 over 320 funds
Momentumno 12m return

Price & positioning

249 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 ▾
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 320.7 2.0% 3 +0.0 pp +0.3 pp +2.0 pp +2.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 205.9 16.1% 2 +0.5 pp +16.1 pp +16.1 pp +16.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 182.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 182.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 165.0 40.6% 2 +1.2 pp +40.6 pp +40.6 pp +40.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 156.4 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Kooman & Associates CIK 0001961850 0.724 56 127.5 39.3% 2 +0.5 pp +39.3 pp +39.3 pp +39.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 124.7 27.3% 3 +0.2 pp +0.6 pp +27.3 pp +27.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 119.3 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 110.2 20.7% 2 -0.3 pp +20.7 pp +20.7 pp +20.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 109.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 106.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 100.2 13.0% 2 -0.1 pp +13.0 pp +13.0 pp +13.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 95.8 11.9% 2 +0.2 pp +11.9 pp +11.9 pp +11.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 93.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 93.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 78.8 3.0% 2 -1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 75.1 12.3% 2 +1.0 pp +12.3 pp +12.3 pp +12.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 71.0 11.1% 2 -0.4 pp +11.1 pp +11.1 pp +11.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 64.5 20.8% 2 +0.4 pp +20.8 pp +20.8 pp +20.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 62.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 62.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 60.1 12.1% 2 +0.1 pp +12.1 pp +12.1 pp +12.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 56.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 56.0 19.3% 2 -0.8 pp +19.3 pp +19.3 pp +19.3 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 55.3 13.8% 2 -1.0 pp +13.8 pp +13.8 pp +13.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 52.3 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 50.9 7.0% 2 -4.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 49.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 47.9 30.6% 2 -0.6 pp +30.6 pp +30.6 pp +30.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 46.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 45.8 7.4% 2 +0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 44.7 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 42.0 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 42.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 41.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 41.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 40.7 18.9% 2 +0.5 pp +18.9 pp +18.9 pp +18.9 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 39.6 16.2% 2 +1.0 pp +16.2 pp +16.2 pp +16.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 38.7 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 38.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 38.3 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 38.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 37.2 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 37.2 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 37.2 6.9% 2 +0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 37.0 22.0% 2 -0.7 pp +22.0 pp +22.0 pp +22.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 36.8 22.2% 2 -0.4 pp +22.2 pp +22.2 pp +22.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 36.8 13.0% 2 +0.6 pp +13.0 pp +13.0 pp +13.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 36.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 34.2 13.4% 2 -0.1 pp +13.4 pp +13.4 pp +13.4 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 33.4 10.9% 2 +0.6 pp +10.9 pp +10.9 pp +10.9 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 33.3 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 30.3 17.0% 2 -0.0 pp +17.0 pp +17.0 pp +17.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 30.2 8.2% 2 +0.5 pp +8.2 pp +8.2 pp +8.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 30.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 29.7 12.9% 2 +0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 28.9 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 28.6 15.5% 2 +0.1 pp +15.5 pp +15.5 pp +15.5 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 28.5 16.1% 2 -1.4 pp +16.1 pp +16.1 pp +16.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 28.4 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 28.3 11.4% 2 -0.0 pp +11.4 pp +11.4 pp +11.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 27.0 23.7% 2 +1.0 pp +23.7 pp +23.7 pp +23.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 25.6 15.8% 2 +0.9 pp +15.8 pp +15.8 pp +15.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 25.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 24.7 5.7% 2 +0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 24.7 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 23.9 6.6% 2 +0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 23.9 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 23.9 7.9% 2 +0.7 pp +7.9 pp +7.9 pp +7.9 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 23.8 10.1% 2 +0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 23.4 9.9% 2 +0.1 pp +9.9 pp +9.9 pp +9.9 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 23.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 22.1 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 21.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 21.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 20.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 20.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 19.4 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 18.9 9.7% 2 -0.8 pp +9.7 pp +9.7 pp +9.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 17.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 16.8 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 16.7 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 16.6 10.6% 2 -0.9 pp +10.6 pp +10.6 pp +10.6 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 16.4 5.9% 2 +0.6 pp +5.9 pp +5.9 pp +5.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 15.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 15.2 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 15.2 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 15.2 9.0% 4 +0.0 pp +0.6 pp +0.1 pp +9.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 15.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 15.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 14.6 8.6% 2 +0.0 pp +8.6 pp +8.6 pp +8.6 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 14.4 7.9% 2 +0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 14.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 14.1 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 14.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 12.9 8.2% 2 +0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 12.7 9.8% 2 +0.2 pp +9.8 pp +9.8 pp +9.8 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 12.7 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 12.4 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 12.1 12.5% 2 +0.0 pp +12.5 pp +12.5 pp +12.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 11.9 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 11.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 11.7 10.1% 2 -0.3 pp +10.1 pp +10.1 pp +10.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 11.4 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 11.2 8.2% 2 -0.6 pp +8.2 pp +8.2 pp +8.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 11.0 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 10.7 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 10.4 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 10.4 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 9.9 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 9.7 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 9.4 6.4% 2 -0.4 pp +6.4 pp +6.4 pp +6.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 8.9 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 8.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 8.0 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 7.9 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 7.7 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.7 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 7.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 7.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.5 4.0% 3 +0.3 pp +0.4 pp +4.0 pp +4.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 7.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 6.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 6.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 6.8 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 6.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 6.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
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☆CROBAN CIK 0001694663 0.128 81 6.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.6 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 6.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 5.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 5.7 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.7 1.5% 3 +0.3 pp +0.6 pp +1.5 pp +1.5 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.7 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.6 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 5.6 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 5.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 5.2 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 5.1 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.0 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 4.7 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 4.5 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 4.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 4.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.9 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 3.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 3.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.5 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 3.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 3.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.3 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 DFAU). Qtrs Held counts distinct quarters this fund has actually held DFAU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAU position size. Δ columns are the percentage-point change in DFAU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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