Signals

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☆DFGX

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

Flow ranking

Rank#1036
Score / z0.074 / 0.08
Consensus35.63 over 67 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
–
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 ▾
☆Apella Capital, LLC CIK 0001801507 0.827 695 71.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 67.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 48.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 45.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 30.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 30.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 25.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 20.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 16.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 12.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 11.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 8.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 8.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 8.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 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 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 5.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.4 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 2.2 1.0% 3 +0.1 pp +0.6 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.9 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 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
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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 0.0 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -1.6 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 DFGX). Qtrs Held counts distinct quarters this fund has actually held DFGX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFGX position size. Δ columns are the percentage-point change in DFGX'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