Signals

← Signals

☆DFIV

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

Flow ranking

Rank#22919
Score / z-2.101 / -3.00
Consensus279.12 over 503 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-3% / 1.3d

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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,074.0 1.6% 3 +0.0 pp -0.3 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 772.2 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 689.8 0.8% 4 -0.1 pp -0.3 pp -0.4 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 428.6 2.4% 3 +0.3 pp +0.2 pp +2.4 pp +2.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 361.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 304.3 1.6% 1 +1.6 pp +0.6 pp +1.6 pp +1.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 288.2 3.5% 3 +1.0 pp +0.4 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 234.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 188.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 188.7 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 178.2 8.4% 3 +0.2 pp +0.8 pp +8.4 pp +8.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 178.2 5.4% 3 +0.5 pp +0.6 pp +5.4 pp +5.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 172.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 171.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 161.5 1.7% 3 +0.2 pp +1.5 pp +1.7 pp +1.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 154.8 4.7% 3 -0.0 pp -0.2 pp +4.7 pp +4.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 153.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 126.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 121.9 3.0% 3 -0.7 pp +0.0 pp +3.0 pp +3.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 113.8 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 102.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 90.2 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 89.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 87.8 28.3% 5 +0.5 pp -0.0 pp +2.0 pp +2.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 86.5 3.6% 3 -0.2 pp -0.1 pp +3.6 pp +3.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 81.5 7.7% 3 -0.0 pp -0.5 pp +7.7 pp +7.7 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 81.3 4.5% 3 +0.2 pp +0.1 pp +4.5 pp +4.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 71.5 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 69.2 3.7% 3 +0.2 pp +0.3 pp +3.7 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 67.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 64.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 64.2 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 64.1 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 63.5 7.3% 3 +0.6 pp +0.5 pp +7.3 pp +7.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 63.3 28.0% 3 +0.2 pp -0.9 pp +28.0 pp +28.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 62.3 5.2% 3 +0.1 pp +0.2 pp +5.2 pp +5.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 58.5 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 57.3 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 57.2 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 54.5 3.8% 3 +0.1 pp +1.3 pp +3.8 pp +3.8 pp
☆MASECO LLP CIK 0002074052 0.917 291 51.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 46.0 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 45.4 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 44.8 2.1% 3 +0.1 pp +0.4 pp +2.1 pp +2.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 44.7 4.1% 3 +0.4 pp +0.3 pp +4.1 pp +4.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 42.9 8.7% 3 +0.0 pp -0.1 pp +8.7 pp +8.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 41.2 2.1% 3 -0.1 pp -0.3 pp +2.1 pp +2.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 38.6 1.5% 3 +1.4 pp +1.4 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 38.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 37.3 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 36.6 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 36.6 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 36.6 4.9% 3 +0.2 pp +0.2 pp +4.9 pp +4.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 35.8 5.6% 3 +0.4 pp +1.6 pp +5.6 pp +5.6 pp
☆Premier Financial Group CIK 0001989061 0.418 234 35.4 9.2% 2 -0.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 34.7 10.2% 3 -0.0 pp -1.8 pp +10.2 pp +10.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 34.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 34.3 0.0% 3 +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 33.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 33.1 3.5% 3 -0.6 pp -1.2 pp +3.5 pp +3.5 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 33.0 9.2% 3 +0.5 pp +0.8 pp +9.2 pp +9.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 29.9 3.6% 3 +0.2 pp +0.2 pp +3.6 pp +3.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 29.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 29.5 5.7% 3 +0.1 pp +0.0 pp +5.7 pp +5.7 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 29.1 4.1% 3 +0.1 pp +0.1 pp +4.1 pp +4.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 28.3 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 27.6 3.9% 3 +0.6 pp +0.8 pp +3.9 pp +3.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 27.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 26.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 25.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 24.8 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 24.7 7.0% 3 +0.5 pp -0.0 pp +7.0 pp +7.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 24.6 1.8% 1 +1.8 pp +1.4 pp +1.8 pp +1.8 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 23.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 23.6 5.2% 3 +1.6 pp +3.6 pp +5.2 pp +5.2 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 23.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 23.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 22.5 9.2% 3 +0.2 pp +0.2 pp +9.2 pp +9.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 21.6 12.3% 3 -0.1 pp -0.1 pp +12.3 pp +12.3 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 21.5 5.7% 3 +0.3 pp +0.4 pp +5.7 pp +5.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.3 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 21.1 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 20.8 10.8% 3 +0.5 pp +0.6 pp +10.8 pp +10.8 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 20.7 8.5% 3 +0.2 pp +0.1 pp +8.5 pp +8.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 20.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 19.9 6.0% 3 -0.1 pp -0.3 pp +6.0 pp +6.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 19.6 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 19.6 4.2% 3 +0.0 pp +0.1 pp +4.2 pp +4.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 19.4 12.0% 3 +0.4 pp -0.6 pp +12.0 pp +12.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 19.4 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 19.3 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 19.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 18.9 2.3% 3 +0.4 pp +1.1 pp +2.3 pp +2.3 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 18.9 5.1% 3 +0.5 pp +0.4 pp +5.1 pp +5.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 18.6 3.3% 3 -0.2 pp -1.2 pp +3.3 pp +3.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 18.4 5.6% 3 -0.0 pp -0.0 pp +5.6 pp +5.6 pp
☆COWA, LLC CIK 0001844480 0.512 181 18.2 5.5% 3 -1.3 pp -1.3 pp +5.5 pp +5.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 18.1 9.2% 3 -0.1 pp -0.5 pp +9.2 pp +9.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 18.0 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 17.9 3.6% 3 +0.2 pp -0.1 pp +3.6 pp +3.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 17.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 17.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 17.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 17.1 9.8% 3 +0.4 pp +0.3 pp +9.8 pp +9.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 16.9 6.7% 3 +0.2 pp -0.0 pp +6.7 pp +6.7 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 16.8 2.7% 3 -0.1 pp -0.3 pp +2.7 pp +2.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 16.6 5.7% 3 +0.2 pp +0.4 pp +5.7 pp +5.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 16.5 7.9% 3 +0.4 pp +0.2 pp +7.9 pp +7.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 16.3 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 16.0 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 15.9 4.8% 3 +0.2 pp +0.2 pp +4.8 pp +4.8 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 15.7 6.0% 3 +0.3 pp +0.5 pp +6.0 pp +6.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 15.2 8.8% 3 +2.1 pp +3.5 pp +8.8 pp +8.8 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.2 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 14.9 10.2% 3 +0.4 pp +0.1 pp +10.2 pp +10.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 14.5 7.4% 3 +1.1 pp +1.0 pp +7.4 pp +7.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 14.4 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 14.3 2.6% 3 +0.8 pp +1.0 pp +2.6 pp +2.6 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 13.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 13.7 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 13.4 6.6% 3 +0.4 pp +0.2 pp +6.6 pp +6.6 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 13.3 2.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 13.3 9.7% 3 +0.2 pp -0.1 pp +9.7 pp +9.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.2 1.5% 3 +0.5 pp +0.5 pp +1.5 pp +1.5 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 13.0 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 12.8 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 12.4 4.0% 5 +0.2 pp +0.3 pp +0.2 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.3 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 12.2 1.2% 3 +0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.1 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 12.1 3.3% 3 +1.5 pp +1.5 pp +3.3 pp +3.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 12.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 11.6 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.4 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 11.4 7.8% 3 +0.5 pp +1.0 pp +7.8 pp +7.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 11.2 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 10.6 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 10.5 3.2% 3 -0.1 pp -0.0 pp +3.2 pp +3.2 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 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 10.4 6.2% 3 +0.3 pp +0.3 pp +6.2 pp +6.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 10.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 10.2 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 10.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 9.9 4.6% 3 +0.2 pp +0.3 pp +4.6 pp +4.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 9.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 9.6 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.2 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 9.2 5.4% 3 -0.4 pp +0.2 pp +5.4 pp +5.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 9.2 2.2% 3 +0.2 pp +0.2 pp +2.2 pp +2.2 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 8.4 2.1% 3 -1.2 pp +1.7 pp +2.1 pp +2.1 pp
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☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 8.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.4 5.1% 3 +0.1 pp +0.1 pp +5.1 pp +5.1 pp
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☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.9 4.3% 3 +0.6 pp +0.9 pp +4.3 pp +4.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 7.1 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
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☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 7.0 4.2% 3 +0.1 pp +0.1 pp +4.2 pp +4.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.8 3.0% 3 +0.2 pp +0.7 pp +3.0 pp +3.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.7 3.4% 3 -0.0 pp -0.4 pp +3.4 pp +3.4 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 6.4 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 6.4 1.4% 3 +0.7 pp +1.0 pp +1.4 pp +1.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 6.3 3.1% 4 +0.4 pp +0.5 pp +0.7 pp +3.1 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Estate Counselors, LLC CIK 0001559832 0.739 91 5.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 5.6 4.4% 4 +0.5 pp +0.4 pp +1.0 pp +4.4 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 5.6 3.5% 3 +0.3 pp +0.6 pp +3.5 pp +3.5 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 5.5 3.0% 3 +0.3 pp +0.2 pp +3.0 pp +3.0 pp
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☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -2.8 pp -2.8 pp -2.9 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 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 (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