Signals

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☆DFCA

95 in-universe funds with a nonzero position in DFCA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#538
Score / z0.334 / 0.38
Consensus40.24 over 62 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 384.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 50.3 18.6% 5 +1.6 pp +5.0 pp +2.1 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.2 1.6% 5 -0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 6.1 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 5.5 2.2% 5 -0.5 pp -0.5 pp -0.5 pp -0.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 3.6 0.9% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 1.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.2 0.7% 4 -0.1 pp +0.1 pp +0.4 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 1.0 0.5% 4 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.0 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.6 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.5 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.1 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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 DFCA). Qtrs Held counts distinct quarters this fund has actually held DFCA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFCA position size. Δ columns are the percentage-point change in DFCA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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