Signals

← Signals

☆DFEV

193 in-universe funds with a nonzero position in DFEV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22997
Score / z-0.008 / -0.03
Consensus72.50 over 126 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 ▾
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 76.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 37.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 25.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 22.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 20.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 19.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 16.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 15.3 5.8% 3 +0.5 pp +0.5 pp +5.8 pp +5.8 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 14.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 14.1 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 12.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 9.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 7.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 7.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 5.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 5.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 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 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 2.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.2 0.0% 1 +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 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +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
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 DFEV). Qtrs Held counts distinct quarters this fund has actually held DFEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFEV position size. Δ columns are the percentage-point change in DFEV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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