Signals

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☆DXUV

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

Flow ranking

Rank#652
Score / z0.197 / 0.29
Consensus23.62 over 37 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
–
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 ▾
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 42.6 15.0% 2 +0.1 pp +15.0 pp +15.0 pp +15.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 39.4 5.1% 2 +0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 19.8 8.4% 2 -0.4 pp +8.4 pp +8.4 pp +8.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 4.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.6 2.6% 2 +1.2 pp +2.6 pp +2.6 pp +2.6 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 3.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 1.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 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% 1 +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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 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% 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% 1 +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
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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 DXUV). Qtrs Held counts distinct quarters this fund has actually held DXUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DXUV position size. Δ columns are the percentage-point change in DXUV'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