Signals

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☆DFIV

44 in-universe funds with a nonzero position in DFIV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10994
Score / z-0.511 / -3.49
Consensus20.62 over 35 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 481.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 127.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 78.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 60.0 26.3% 2 +0.8 pp +26.3 pp +26.3 pp +26.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 55.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 38.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 29.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 25.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 10.0 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 8.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 7.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 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 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.4 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 4.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CLG LLC CIK 0002059872 0.428 156 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 DFIV). Qtrs Held counts distinct quarters this fund has actually held DFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIV position size. Δ columns are the percentage-point change in DFIV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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