30,302 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| DFAI | Dimensional International Core Equity Market ETF· Dimensional ETF Trust | Non-compliant | 3,791 | 87% |
| DFALX | LARGE CAP INTERNATIONAL PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 1,145 | 93% |
| DFAR | Dimensional US Real Estate ETF· Dimensional ETF Trust | Non-compliant | 124 | 89% |
| DFAS | Dimensional U.S. Small Cap ETF· Dimensional ETF Trust | Non-compliant | 2,060 | 80% |
| DFAT | Dimensional U.S. Targeted Value ETF· Dimensional ETF Trust | Non-compliant | 1,211 | 84% |
| DFAU | Dimensional US Core Equity Market ETF· Dimensional ETF Trust | Non-compliant | 2,197 | 96% |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF· Dimensional ETF Trust | Non-compliant | 10,553 | 80% |
| DFCEX | EMERGING MARKETS CORE EQUITY 2 PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 7,437 | 80% |
| DFCF | Dimensional Core Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 1,787 | 78% |
| DFCFX | DFA TWO-YEAR FIXED INCOME PORTFOLIO· DIMENSIONAL INVESTMENT GROUP INC | Non-compliant | 113 | 48% |
| DFDMX | DF DENT MIDCAP GROWTH FUND· FORUM FUNDS | Non-compliant | 38 | 87% |
| DFDPX | DF DENT PREMIER GROWTH FUND· FORUM FUNDS | Non-compliant | 37 | 97% |
| DFDSX | DF DENT SMALL CAP GROWTH FUND· FORUM FUNDS | Non-compliant | 50 | 87% |
| DFE | WisdomTree Europe SmallCap Dividend Fund· WisdomTree Trust | Non-compliant | 379 | 84% |
| DFELX | ENHANCED U.S. LARGE COMPANY PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 186 | 43% |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF· Dimensional ETF Trust | Non-compliant | 6,702 | 75% |
| DFEN | Direxion Daily Aerospace & Defense Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 59 | 52% |
| DFEOX | U.S. CORE EQUITY 1 PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 2,308 | 92% |
| DFEV | Dimensional Emerging Markets Value ETF· Dimensional ETF Trust | Non-compliant | 3,546 | 74% |
| DFFCX | Davis Financial Fund· DAVIS SERIES INC | Non-compliant | 31 | 73% |
| DFFGX | DFA SHORT-TERM GOVERNMENT PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 24 | 100% |
| DFFLX | DoubleLine Flexible Income Fund· DoubleLine Funds Trust | Non-compliant | 1,268 | 27% |
| DFFVX | U.S. Targeted Value Portfolio· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 1,140 | 78% |
| DFGBX | DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 421 | 19% |
| DFGFX | DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 299 | 39% |
| DFGP | Dimensional Global Core Plus Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 1,649 | 43% |
| DFGR | Dimensional Global Real Estate ETF· Dimensional ETF Trust | Non-compliant | 442 | 88% |
| DFGX | Dimensional International Core Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 826 | 25% |
| DFIC | Dimensional International Core Equity 2 ETF· Dimensional ETF Trust | Non-compliant | 4,136 | 84% |
| DFIEX | INTERNATIONAL CORE EQUITY 2 PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 4,831 | 88% |
| DFIGX | DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 127 | 83% |
| DFIHX | DFA ONE-YEAR FIXED INCOME PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 179 | 51% |
| DFIP | Dimensional Inflation-Protected Securities Portfolio ETF· Dimensional ETF Trust | Non-compliant | 21 | 100% |
| DFIS | Dimensional International Small Cap ETF· Dimensional ETF Trust | Non-compliant | 3,518 | 82% |
| DFIV | Dimensional International Value ETF· Dimensional ETF Trust | Non-compliant | 635 | 88% |
| DFJ | WisdomTree Japan SmallCap Dividend Fund· WisdomTree Trust | Non-compliant | 797 | 79% |
| DFLEX | DoubleLine Flexible Income Fund· DoubleLine Funds Trust | Non-compliant | 1,268 | 27% |
| DFLV | Dimensional US Large Cap Value ETF· Dimensional ETF Trust | Non-compliant | 335 | 97% |
| DFMAX | Davidson Multi-Cap Equity Fund· Advisors Series Trust | Non-compliant | 52 | 96% |
| DFMGX | DF DENT MIDCAP GROWTH FUND· FORUM FUNDS | Non-compliant | 38 | 87% |
| DFMIX | Davidson Multi-Cap Equity Fund· Advisors Series Trust | Non-compliant | 52 | 96% |
| DFMLX | DF DENT MIDCAP GROWTH FUND· FORUM FUNDS | Non-compliant | 38 | 87% |
| DFNL | Davis Select Financial ETF· Davis Fundamental ETF Trust | Non-compliant | 34 | 77% |
| DFP | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated· Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | Non-compliant | 264 | 74% |
| DFQTX | U.S. CORE EQUITY 2 PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 2,359 | 92% |
| DFREX | DFA REAL ESTATE SECURITIES PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 127 | 83% |
| DFSB | Dimensional Global Sustainability Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 799 | 34% |
| DFSCX | U.S. MICRO CAP PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 1,763 | 72% |
| DFSD | Dimensional Short-Duration Fixed Income ETF· Dimensional ETF Trust | Non-compliant | 1,625 | 53% |
| DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF· Dimensional ETF Trust | Non-compliant | 3,712 | 76% |
| DFSGX | DF DENT SMALL CAP GROWTH FUND· FORUM FUNDS | Non-compliant | 50 | 87% |
| DFSI | Dimensional International Sustainability Core 1 ETF· Dimensional ETF Trust | Non-compliant | 2,813 | 87% |
| DFSLX | DF DENT SMALL CAP GROWTH FUND· FORUM FUNDS | Non-compliant | 50 | 87% |
| DFSTX | U.S. SMALL CAP PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 2,002 | 73% |
| DFSU | Dimensional US Sustainability Core 1 ETF· Dimensional ETF Trust | Non-compliant | 1,944 | 94% |
| DFSV | Dimensional US Small Cap Value ETF· Dimensional ETF Trust | Non-compliant | 1,000 | 81% |
| DFSVX | U.S. SMALL CAP VALUE PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 1,029 | 79% |
| DFUS | Dimensional U.S. Equity Market ETF· Dimensional ETF Trust | Non-compliant | 2,241 | 97% |
| DFUSX | U.S. LARGE COMPANY PORTFOLIO· DIMENSIONAL INVESTMENT GROUP INC | Non-compliant | 510 | 97% |
| DFUV | Dimensional U.S. Marketwide Value ETF· Dimensional ETF Trust | Non-compliant | 1,336 | 95% |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF· DoubleLine ETF Trust | Non-compliant | 466 | 92% |
| DFVEX | U.S. VECTOR EQUITY PORTFOLIO· DFA INVESTMENT DIMENSIONS GROUP INC | Non-compliant | 2,081 | 89% |
| DFVX | Dimensional US Large Cap Vector ETF· Dimensional ETF Trust | Non-compliant | 320 | 98% |
| DFYGX | DFA TWO-YEAR GOVERNMENT PORTFOLIO· DIMENSIONAL INVESTMENT GROUP INC | Non-compliant | 22 | 100% |
| DGAGX | BNY Mellon Appreciation Fund, Inc.· BNY MELLON APPRECIATION FUND, INC. | Non-compliant | 44 | 99% |
| DGBCX | BNY Mellon Developed Markets Real Estate Securities Fund· BNY Mellon Investment Funds V, Inc. | Non-compliant | 108 | 87% |
| DGCAX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 52% |
| DGCB | Dimensional Global Credit ETF· Dimensional ETF Trust | Non-compliant | 1,226 | 44% |
| DGCCX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 52% |
| DGCIX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 52% |
| DGCRX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 52% |
| DGCZX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 52% |
| DGEAX | BNY Mellon Global Emerging Markets Fund· BNY Mellon Investment Funds II, Inc. | Non-compliant | 52 | 79% |
| DGECX | BNY Mellon Global Emerging Markets Fund· BNY Mellon Investment Funds II, Inc. | Non-compliant | 52 | 79% |
| DGEFX | Destinations Equity Income Fund· Brinker Capital Destinations Trust | Non-compliant | 170 | 52% |
| DGEYX | BNY Mellon Global Emerging Markets Fund· BNY Mellon Investment Funds II, Inc. | Non-compliant | 52 | 79% |
| DGEZX | Destinations Equity Income Fund· Brinker Capital Destinations Trust | Non-compliant | 170 | 52% |
| DGFAX | Davis Global Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 39 | 82% |
| DGFCX | Davis Global Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 39 | 82% |
| DGFYX | Davis Global Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 39 | 82% |
| DGIBX | DGI BALANCED FUND· DGI Investment Trust | Non-compliant | 144 | 50% |
| DGIEX | BNY Mellon Global Emerging Markets Fund· BNY Mellon Investment Funds II, Inc. | Non-compliant | 52 | 79% |
| DGIFX | The Disciplined Growth Investors Fund· Elevation Series Trust | Non-compliant | 143 | 90% |
| DGIGX | BNY Mellon Appreciation Fund, Inc.· BNY MELLON APPRECIATION FUND, INC. | Non-compliant | 44 | 99% |
| DGIN | VanEck Digital India ETF· VanEck ETF Trust | Non-compliant | 30 | 100% |
| DGINX | DGI BALANCED FUND· DGI Investment Trust | Non-compliant | 144 | 50% |
| DGIQX | The Disciplined Growth Investors Equity Fund· Elevation Series Trust | Non-compliant | 45 | 95% |
| DGITX | DGI BALANCED FUND· DGI Investment Trust | Non-compliant | 144 | 50% |
| DGLAX | BNY Mellon Global Stock Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 48 | 95% |
| DGLCX | BNY Mellon Global Stock Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 48 | 95% |
| DGLO | First Trust RBA Deglobalization ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 112 | 93% |
| DGLRX | BNY Mellon Global Stock Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 48 | 95% |
| DGLYX | BNY Mellon Global Stock Fund· BNY Mellon Strategic Funds, Inc. | Non-compliant | 48 | 95% |
| DGOCX | Davis Opportunity Fund· DAVIS SERIES INC | Non-compliant | 51 | 77% |
| DGOYX | Davis Opportunity Fund· DAVIS SERIES INC | Non-compliant | 51 | 77% |
| DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund· WisdomTree Trust | Non-compliant | 283 | 81% |
| DGRO | iShares Core Dividend Growth ETF· iShares Trust | Non-compliant | 394 | 95% |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund· WisdomTree Trust | Non-compliant | 201 | 78% |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund· WisdomTree Trust | Non-compliant | 198 | 99% |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund· WisdomTree Trust | Non-compliant | 1,015 | 49% |
30,302 funds · page 35 of 304