Signals

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☆DFEM

29 in-universe funds with a nonzero position in DFEM within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#40
Score / z0.424 / 2.84
Consensus14.42 over 24 funds
Momentumno 12m return

Price & positioning

227 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 168.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 111.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 28.1 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 27.8 25.0% 2 -1.0 pp +25.0 pp +25.0 pp +25.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 24.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 22.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 13.3 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 10.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 9.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -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 DFEM). Qtrs Held counts distinct quarters this fund has actually held DFEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFEM position size. Δ columns are the percentage-point change in DFEM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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