Signals

← Signals

☆DFAW

143 in-universe funds with a nonzero position in DFAW within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#17094
Score / z0.000 / -0.02
Consensus71.54 over 117 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆First Pacific Financial CIK 0001810089 0.717 510 41.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 39.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 32.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 16.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 14.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 10.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 10.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 10.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 9.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 9.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 7.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.9 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 6.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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 DFAW). Qtrs Held counts distinct quarters this fund has actually held DFAW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAW position size. Δ columns are the percentage-point change in DFAW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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