Signals

← Signals

☆DFAW

225 in-universe funds with a nonzero position in DFAW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1405
Score / z0.025 / 0.00
Consensus102.53 over 163 funds
Momentumnot computed

Price & positioning

226 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 63.8 8.2% 4 +0.3 pp +1.6 pp +2.1 pp +8.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 59.3 6.0% 4 +0.3 pp +0.9 pp +1.6 pp +6.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 47.8 6.8% 4 +0.0 pp +0.3 pp +0.4 pp +6.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.9 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 20.7 5.0% 4 -0.0 pp +0.5 pp +0.5 pp +5.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 17.2 1.9% 4 -0.0 pp -0.1 pp -0.1 pp +1.9 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 15.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 13.5 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 12.7 5.7% 4 -0.0 pp +0.1 pp +0.1 pp +5.7 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 12.5 4.6% 4 +0.0 pp +0.1 pp +0.1 pp +4.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 12.0 0.7% 3 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 11.8 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 10.9 1.5% 4 -0.0 pp -0.1 pp -0.0 pp +1.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 10.7 2.5% 4 -0.0 pp -0.0 pp -0.2 pp +2.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 10.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 9.9 5.4% 4 -0.1 pp +0.8 pp +1.0 pp +5.4 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 9.6 1.9% 4 -0.6 pp -1.4 pp -1.2 pp +1.9 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.2 3.1% 4 +0.2 pp +0.4 pp +0.6 pp +3.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 8.6 2.4% 3 +0.3 pp +0.6 pp +2.4 pp +2.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.4 1.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 7.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 7.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.0 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.8 1.8% 4 -0.0 pp -0.1 pp -0.0 pp +1.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.0 1.2% 4 +0.7 pp +0.8 pp +0.9 pp +1.2 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.9 1.4% 4 -0.1 pp -0.1 pp +0.2 pp +1.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 2.9 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 2.9 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.7 1.4% 4 +0.4 pp +0.5 pp +0.8 pp +1.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.7 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.5 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 2.4 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 2.1 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.1 1.0% 4 -0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.9 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 1.8 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 1.8 0.3% 2 +0.0 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 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.6 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.2 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.1 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 1.0 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.9 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.7 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.5 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 2 +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% 4 -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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.1 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% 4 -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 0.0 0.0% 6 -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% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆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
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -3.7 pp -3.0 pp -2.7 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -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% 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
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.1 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 +0.0 pp -0.2 pp -0.2 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
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.0 0.0% 0 +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% 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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