Signals

← Signals

☆DFGR

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

Flow ranking

Rank#344
Score / z0.610 / 0.76
Consensus113.28 over 185 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-73% / 1.0d

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 0.978 352 389.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 179.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 134.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 86.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 66.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 59.5 1.6% 3 -0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 58.6 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 51.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 44.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 30.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 25.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 22.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 21.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 21.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 20.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 19.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 18.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 18.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 17.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 17.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 15.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 15.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 15.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 14.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 14.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 13.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 13.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 12.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Jentner Corp CIK 0001695908 0.884 54 12.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 11.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 11.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 10.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 9.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 9.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 8.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 7.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 6.9 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.8 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 6.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 6.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.1 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 4.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 4.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 3.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.6 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 2.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 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 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.2 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 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 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
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 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
☆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
☆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 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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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 DFGR). Qtrs Held counts distinct quarters this fund has actually held DFGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFGR position size. Δ columns are the percentage-point change in DFGR'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