Signals

DFMC

26 in-universe funds with a nonzero position in DFMC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16441
Score / z0.000 / -0.02
Consensus14.39 over 24 funds
Momentumnot computed

Price & positioning

102 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 75.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 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 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corus Family Wealth Advisors CIK 0001894830 0.416 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +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
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.1 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 DFMC). Qtrs Held counts distinct quarters this fund has actually held DFMC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFMC position size. Δ columns are the percentage-point change in DFMC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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