Signals

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☆DFGX

120 in-universe funds with a nonzero position in DFGX within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#533
Score / z0.280 / 0.42
Consensus53.36 over 94 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Apella Capital, LLC CIK 0001801507 0.827 695 91.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 70.9 7.4% 2 -0.0 pp +7.4 pp +7.4 pp +7.4 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 50.5 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 45.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 32.5 11.4% 2 -0.5 pp +11.4 pp +11.4 pp +11.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 31.5 8.6% 2 -0.4 pp +8.6 pp +8.6 pp +8.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 29.8 4.7% 2 +0.6 pp +4.7 pp +4.7 pp +4.7 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 29.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 21.0 8.9% 2 +0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 16.9 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 15.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 14.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 14.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 12.6 8.2% 2 -0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 12.0 8.9% 2 -0.1 pp +8.9 pp +8.9 pp +8.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.7 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 10.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.1 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 9.8 2.7% 2 -1.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 9.6 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 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 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 9.1 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 8.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 5.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 5.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 4.6 2.8% 2 +0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 4.3 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 4.1 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.9 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.4 1.4% 4 +0.4 pp +0.6 pp +1.1 pp +1.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 2.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 1.8 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.5 0.1% 2 +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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 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
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 2 -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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -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% 0 -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% 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 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.2 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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