Signals

← Signals

☆DFUV

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

Flow ranking

Rank#23953
Score / z-2.335 / -3.01
Consensus244.63 over 429 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,526.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,342.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 706.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 565.1 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 428.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 257.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 253.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 222.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 222.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 194.0 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 191.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 115.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 115.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 111.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 96.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 85.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 75.5 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 73.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 59.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 59.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 58.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 56.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 56.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 54.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 51.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 50.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 45.9 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 45.2 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 44.6 16.1% 3 -2.8 pp -1.3 pp +16.1 pp +16.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 40.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 40.3 18.8% 3 -0.7 pp -1.3 pp +18.8 pp +18.8 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 39.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 39.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 38.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 35.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 35.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 35.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 33.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 33.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 33.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 32.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 32.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 32.0 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 31.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 31.6 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 31.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 30.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 30.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 30.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 29.3 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 29.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 28.5 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 27.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 25.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 25.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 24.9 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 24.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 24.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 23.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 23.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 23.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 22.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 22.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 21.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 21.0 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 20.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 20.3 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 20.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 20.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 19.9 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 19.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 19.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 18.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 18.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 18.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 17.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 16.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 15.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 15.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 15.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 14.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 14.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 13.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 13.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 13.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 13.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 13.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 12.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 12.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 11.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 11.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 11.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 11.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 11.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 11.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 9.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 9.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 8.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 8.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 8.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 8.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 8.6 5.4% 2 -0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 7.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 7.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.2 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 7.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 6.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 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 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 6.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 6.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 4.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 4.1 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
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☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 3.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 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
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 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
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.1 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 -0.1 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 DFUV). Qtrs Held counts distinct quarters this fund has actually held DFUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUV position size. Δ columns are the percentage-point change in DFUV'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