Signals

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☆DXIV

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

Flow ranking

Rank#15460
Score / z0.000 / -0.01
Consensus15.74 over 25 funds
Momentumnot computed

Price & positioning

226 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)
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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 ▾
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 17.0 5.7% 3 +0.1 pp -0.1 pp +5.7 pp +5.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 13.3 5.2% 3 -0.2 pp -0.5 pp +5.2 pp +5.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 4.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 4.3 1.8% 3 +0.9 pp +1.0 pp +1.8 pp +1.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 -2.5 pp -2.5 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 DXIV). Qtrs Held counts distinct quarters this fund has actually held DXIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DXIV position size. Δ columns are the percentage-point change in DXIV'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