Signals

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☆DFGP

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

Flow ranking

Rank#163
Score / z1.281 / 1.62
Consensus58.34 over 94 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆Forum Financial Management, LP CIK 0001911832 0.978 352 321.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 76.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 68.3 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 59.6 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 46.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 44.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 39.7 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 34.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 32.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 31.3 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.5 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 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 25.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.1 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 21.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 21.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 18.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 18.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 16.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 14.2 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 13.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 12.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 10.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 7.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.8 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 5.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 5.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 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 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆City State Bank CIK 0001910666 0.322 809 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 2.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 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 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 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
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 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 0.0 0.0% 2 -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
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +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 DFGP). Qtrs Held counts distinct quarters this fund has actually held DFGP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFGP position size. Δ columns are the percentage-point change in DFGP'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