Signals

← Signals

☆DFAX

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

Flow ranking

Rank#32
Score / z4.161 / 6.23
Consensus228.31 over 391 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 344.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 263.0 13.4% 2 +5.9 pp +13.4 pp +13.4 pp +13.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 253.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 228.8 30.5% 2 -0.2 pp +30.5 pp +30.5 pp +30.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 215.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 209.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 187.3 19.0% 2 -1.9 pp +19.0 pp +19.0 pp +19.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 161.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 150.8 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 142.4 16.8% 2 +0.2 pp +16.8 pp +16.8 pp +16.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 127.2 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 120.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 118.3 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 115.5 29.1% 2 -0.3 pp +29.1 pp +29.1 pp +29.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 107.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 95.8 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 91.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 88.1 9.2% 2 -0.0 pp +9.2 pp +9.2 pp +9.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 87.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 87.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 86.7 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 75.9 24.4% 2 -0.4 pp +24.4 pp +24.4 pp +24.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 75.0 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 73.7 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 73.3 19.2% 2 +0.1 pp +19.2 pp +19.2 pp +19.2 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 69.4 11.4% 2 -0.0 pp +11.4 pp +11.4 pp +11.4 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 68.1 30.3% 2 -0.2 pp +30.3 pp +30.3 pp +30.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 66.1 21.1% 2 +0.5 pp +21.1 pp +21.1 pp +21.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 65.7 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 64.0 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 63.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 59.8 8.4% 2 +0.0 pp +8.4 pp +8.4 pp +8.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 57.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 56.5 13.5% 2 -0.3 pp +13.5 pp +13.5 pp +13.5 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 55.8 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 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 54.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 53.2 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 53.0 17.6% 2 +0.5 pp +17.6 pp +17.6 pp +17.6 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 51.6 21.0% 2 -0.2 pp +21.0 pp +21.0 pp +21.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 49.4 20.0% 2 -0.4 pp +20.0 pp +20.0 pp +20.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 47.8 21.5% 2 -0.4 pp +21.5 pp +21.5 pp +21.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 46.5 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 45.4 8.3% 2 -0.1 pp +8.3 pp +8.3 pp +8.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 43.3 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 43.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 41.6 10.7% 2 -0.4 pp +10.7 pp +10.7 pp +10.7 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 41.6 18.0% 2 -0.1 pp +18.0 pp +18.0 pp +18.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 41.1 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 40.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 40.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 39.0 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 38.5 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 36.0 15.9% 2 -0.1 pp +15.9 pp +15.9 pp +15.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 35.7 23.2% 2 -0.6 pp +23.2 pp +23.2 pp +23.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 35.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 34.8 10.7% 2 -0.3 pp +10.7 pp +10.7 pp +10.7 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 32.7 19.7% 2 -0.0 pp +19.7 pp +19.7 pp +19.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 32.5 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 29.7 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 28.4 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 26.7 15.8% 2 +0.2 pp +15.8 pp +15.8 pp +15.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 26.7 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 26.7 18.3% 2 -0.2 pp +18.3 pp +18.3 pp +18.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 25.2 8.6% 2 -0.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 24.8 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 23.3 14.8% 2 +0.6 pp +14.8 pp +14.8 pp +14.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 23.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 22.6 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 22.3 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 21.8 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 21.4 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 21.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 21.2 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 20.3 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 19.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 19.8 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 19.3 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 17.4 14.1% 2 -0.2 pp +14.1 pp +14.1 pp +14.1 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 17.2 16.3% 2 +1.5 pp +16.3 pp +16.3 pp +16.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 17.1 2.6% 2 -1.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 17.0 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 16.6 10.6% 2 -0.8 pp +10.6 pp +10.6 pp +10.6 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 16.5 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.9 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 15.9 7.7% 2 -0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 15.0 8.6% 3 -0.3 pp -0.2 pp +8.6 pp +8.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 14.6 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 14.4 6.5% 2 +0.6 pp +6.5 pp +6.5 pp +6.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 14.3 7.2% 2 -0.2 pp +7.2 pp +7.2 pp +7.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 13.8 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.5 0.0% 2 +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 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 13.4 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 12.4 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Trust Co of the South CIK 0002008165 0.815 146 12.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 11.8 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 11.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 11.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 11.2 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 10.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 10.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 9.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.7 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 9.6 4.1% 4 -0.1 pp -0.1 pp +0.2 pp +4.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 9.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 9.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 9.2 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 9.2 2.9% 4 -0.5 pp -0.6 pp -0.4 pp +2.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 9.1 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 8.8 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.8 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 8.7 4.6% 2 -0.7 pp +4.6 pp +4.6 pp +4.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 8.4 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 8.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.6 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 7.6 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.4 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 7.4 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 6.9 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.8 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 6.7 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.7 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 6.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 6.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 6.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 6.0 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 5.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 5.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 5.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 5.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 5.0 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 4.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.7 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 4.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 4.3 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.7 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 3.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 3.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.6 0.9% 3 +0.1 pp -1.0 pp +0.9 pp +0.9 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WPWealth LLP CIK 0001950118 0.866 103 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆RW Investment Management LLC CIK 0001631627 0.928 115 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 2.8 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
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☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 2.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 2.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Applied Capital LLC CIK 0001862965 0.797 53 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 1.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 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 DFAX). Qtrs Held counts distinct quarters this fund has actually held DFAX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAX position size. Δ columns are the percentage-point change in DFAX'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