Signals

← Signals

☆DFUV

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

Flow ranking

Rank#168
Score / z1.132 / 1.69
Consensus257.58 over 438 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 1,704.3 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 730.9 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 656.3 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 293.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 266.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 260.8 8.2% 2 -0.6 pp +8.2 pp +8.2 pp +8.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 260.4 12.6% 2 +0.1 pp +12.6 pp +12.6 pp +12.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 229.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 203.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 169.0 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 135.9 8.1% 2 +0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 128.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 124.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 112.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 100.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 91.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 88.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 79.2 13.1% 2 -0.3 pp +13.1 pp +13.1 pp +13.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 76.0 7.7% 2 -0.7 pp +7.7 pp +7.7 pp +7.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 59.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 58.9 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 58.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 58.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 58.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 57.2 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 54.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 53.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 48.3 4.0% 3 -0.1 pp -0.4 pp +4.0 pp +4.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 46.8 9.4% 2 +0.1 pp +9.4 pp +9.4 pp +9.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 44.9 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 44.1 14.9% 4 -1.2 pp -4.1 pp -2.5 pp +14.9 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 43.1 18.5% 4 -0.3 pp -1.0 pp -1.5 pp +18.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 42.5 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 42.1 10.6% 2 +0.0 pp +10.6 pp +10.6 pp +10.6 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 41.6 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 41.3 14.1% 2 -2.8 pp +14.1 pp +14.1 pp +14.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 41.1 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 38.0 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 37.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 35.7 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 35.5 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 35.3 11.5% 2 -0.4 pp +11.5 pp +11.5 pp +11.5 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 34.5 18.8% 2 +0.3 pp +18.8 pp +18.8 pp +18.8 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 34.2 15.6% 2 -0.9 pp +15.6 pp +15.6 pp +15.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 33.4 8.7% 2 -0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.3 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 33.2 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 32.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 31.9 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 31.9 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 31.9 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 30.3 13.4% 2 -0.8 pp +13.4 pp +13.4 pp +13.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 28.5 5.9% 2 -1.7 pp +5.9 pp +5.9 pp +5.9 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 28.1 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 27.5 2.8% 2 -2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 26.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 26.3 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Premier Financial Group CIK 0001989061 0.565 44 26.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 25.9 12.8% 2 -0.9 pp +12.8 pp +12.8 pp +12.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 25.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 25.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 24.8 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 24.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 24.0 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 23.9 9.0% 2 -0.6 pp +9.0 pp +9.0 pp +9.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 23.8 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 23.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 22.6 9.7% 2 -0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 22.5 17.8% 2 +0.2 pp +17.8 pp +17.8 pp +17.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 21.7 5.2% 3 -0.2 pp -1.0 pp +5.2 pp +5.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 20.9 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 20.7 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 20.5 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Kooman & Associates CIK 0001961850 0.724 56 20.4 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 20.4 5.1% 2 -0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 20.2 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.2 8.1% 2 -0.5 pp +8.1 pp +8.1 pp +8.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 18.5 10.3% 2 +0.0 pp +10.3 pp +10.3 pp +10.3 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 17.7 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 17.5 5.9% 2 -0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.7 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 16.0 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 15.7 9.9% 2 -0.5 pp +9.9 pp +9.9 pp +9.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.7 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 15.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 14.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 14.6 9.3% 2 -0.7 pp +9.3 pp +9.3 pp +9.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 14.5 9.0% 2 -0.3 pp +9.0 pp +9.0 pp +9.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 14.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 14.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 13.9 3.1% 2 +2.8 pp +3.1 pp +3.1 pp +3.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 13.6 8.2% 2 -0.4 pp +8.2 pp +8.2 pp +8.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 13.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 13.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 13.1 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 13.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 13.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 12.8 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 12.7 11.1% 2 +0.2 pp +11.1 pp +11.1 pp +11.1 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 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 12.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 12.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 11.7 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 11.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 10.9 6.3% 2 -0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 10.7 4.6% 2 -4.7 pp +4.6 pp +4.6 pp +4.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 10.1 7.2% 2 -0.2 pp +7.2 pp +7.2 pp +7.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 9.6 7.4% 2 -0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 9.5 5.1% 3 -0.3 pp -1.3 pp +5.1 pp +5.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 9.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 9.3 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 9.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.8 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 8.7 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 8.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 8.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 7.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 7.6 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 7.4 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 7.4 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.3 3.9% 3 -0.4 pp -0.3 pp +3.9 pp +3.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 7.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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☆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 7.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 6.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 6.5 2.6% 3 -0.2 pp -0.4 pp +2.6 pp +2.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 6.5 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 6.3 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
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☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 6.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 5.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆PFG Advisors CIK 0001694435 0.248 791 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 5.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Intelligent Financial Strategies CIK 0001911000 0.786 60 4.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 4.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
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☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 3.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 3.6 3.0% 3 -0.6 pp -1.0 pp +3.0 pp +3.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 1.2 0.9% 3 -0.4 pp -0.5 pp +0.9 pp +0.9 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 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 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 (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