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☆DFAU

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

Flow ranking

Rank#30
Score / z0.525 / 3.52
Consensus11.19 over 19 funds
Momentumno 12m return

Price & positioning

251 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
–
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 216.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 105.5 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 77.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 36.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 32.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 15.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 13.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 13.0 8.4% 2 -0.5 pp +8.4 pp +8.4 pp +8.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 6.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 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 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 3.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.3 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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -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 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 (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