Signals

← Signals

☆DFGR

306 in-universe funds with a nonzero position in DFGR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#319
Score / z0.615 / 0.86
Consensus139.93 over 228 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+112% / 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 0.978 352 439.6 5.7% 3 -0.1 pp -0.2 pp +5.7 pp +5.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 275.8 1.6% 3 +0.3 pp +0.5 pp +1.6 pp +1.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 150.6 4.2% 3 +0.1 pp +0.2 pp +4.2 pp +4.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 105.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 72.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 70.1 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 69.0 2.5% 5 +1.0 pp +0.9 pp +0.8 pp +1.1 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 63.9 21.2% 3 -0.5 pp -0.4 pp +21.2 pp +21.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 48.0 5.2% 3 -0.0 pp -0.0 pp +5.2 pp +5.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 38.9 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 27.2 4.4% 3 +0.3 pp +0.5 pp +4.4 pp +4.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 25.7 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 25.3 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 24.6 3.9% 3 -0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 23.8 1.8% 3 +0.2 pp +0.5 pp +1.8 pp +1.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 22.6 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 22.3 9.2% 3 -0.0 pp +0.2 pp +9.2 pp +9.2 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 22.0 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 21.3 6.4% 3 +0.0 pp -0.1 pp +6.4 pp +6.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.3 1.9% 3 -0.2 pp -0.5 pp +1.9 pp +1.9 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 16.9 3.4% 3 -0.3 pp -0.4 pp +3.4 pp +3.4 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 15.7 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 15.0 4.0% 3 -0.1 pp -0.5 pp +4.0 pp +4.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 14.9 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.5 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 14.3 3.5% 3 +0.1 pp -0.0 pp +3.5 pp +3.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 14.0 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 12.6 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 11.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 11.2 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 9.4 4.8% 3 -0.5 pp -0.8 pp +4.8 pp +4.8 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 9.2 5.7% 3 -0.6 pp -0.4 pp +5.7 pp +5.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 9.1 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.8 2.1% 4 +0.2 pp +0.3 pp +0.9 pp +2.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 8.4 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 8.2 1.4% 3 -0.3 pp -0.3 pp +1.4 pp +1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 7.9 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 7.7 4.3% 4 +0.1 pp +0.1 pp +0.1 pp +4.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.6 2.9% 3 -1.4 pp -1.2 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 7.4 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 6.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 6.6 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.5 4.4% 2 +1.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.3 3.0% 4 +0.1 pp -0.2 pp -0.2 pp +3.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.9 1.8% 3 -0.0 pp -0.3 pp +1.8 pp +1.8 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 5.8 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 5.8 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.3 3.1% 3 +0.6 pp +0.5 pp +3.1 pp +3.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 5.1 4.4% 3 +0.0 pp +0.1 pp +4.4 pp +4.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 5.1 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 4.9 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 4.9 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 4.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.6 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 4.5 3.8% 3 +0.2 pp +0.1 pp +3.8 pp +3.8 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 4.5 1.1% 3 +0.4 pp -0.0 pp +1.1 pp +1.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.5 3.2% 3 +0.1 pp +0.2 pp +3.2 pp +3.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.4 3.0% 3 +0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.4 0.0% 3 -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 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 4.1 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 4.0 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.0 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆New Capital Management LP CIK 0001696731 0.833 60 3.9 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 3.9 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 3.3 1.7% 3 +0.3 pp +0.6 pp +1.7 pp +1.7 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 3.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.9 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 2.9 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.7 1.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.7 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 2.7 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 2.7 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 2.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.6 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.5 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.2 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 2.1 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.0 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.8 0.0% 3 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 1.7 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.4 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 1.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 1.3 0.5% 3 -2.9 pp -3.0 pp +0.5 pp +0.5 pp
☆Trust Co of the South CIK 0002008165 0.815 146 1.3 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.2 0.3% 3 -0.1 pp -0.5 pp +0.3 pp +0.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆WorthPointe, LLC CIK 0001921448 0.605 123 1.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.8 0.4% 3 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.8 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.6 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
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☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆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 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.4 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% 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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