Signals

← Signals

☆DFAW

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

Flow ranking

Rank#1399
Score / z0.012 / 0.01
Consensus93.78 over 150 funds
Momentumnot computed

Price & positioning

224 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 60.4 7.9% 3 +1.3 pp +1.7 pp +7.9 pp +7.9 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 50.0 5.7% 3 +0.6 pp +1.3 pp +5.7 pp +5.7 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 47.4 6.8% 3 +0.3 pp +0.4 pp +6.8 pp +6.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 25.8 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 21.0 5.0% 3 +0.5 pp +0.6 pp +5.0 pp +5.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 17.4 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 15.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 13.2 3.7% 3 +0.7 pp +1.0 pp +3.7 pp +3.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 12.1 2.4% 3 -0.8 pp -0.6 pp +2.4 pp +2.4 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 12.0 5.7% 3 +0.1 pp +0.1 pp +5.7 pp +5.7 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 11.7 4.6% 3 +0.1 pp +0.1 pp +4.6 pp +4.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.2 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 11.0 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 10.9 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆MASECO LLP CIK 0002074052 0.917 291 10.1 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 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 10.0 5.5% 3 +0.9 pp +1.1 pp +5.5 pp +5.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 9.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 8.7 2.9% 3 +0.2 pp +0.4 pp +2.9 pp +2.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.3 1.9% 4 +0.2 pp +0.2 pp +0.8 pp +1.9 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 6.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 6.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.0 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.5 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 2.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.7 1.5% 3 +0.0 pp +0.3 pp +1.5 pp +1.5 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 2.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 2.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 2.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 2.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 2.0 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.9 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.8 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.3 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.1 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catawba River Capital CIK 0001843303 0.467 24 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 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 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 2 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -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% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -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
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 (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