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 |
|---|---|---|---|---|
| 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 | 96% |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF· DoubleLine ETF Trust | Non-compliant | 466 | 93% |
| 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 | 26 | 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 | 53% |
| 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 | 53% |
| DGCIX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 53% |
| DGCRX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 53% |
| DGCZX | Nomura Corporate Bond Fund· Delaware Group Income Funds | Non-compliant | 297 | 53% |
| 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 | 40 | 75% |
| 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 | 142 | 87% |
| 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 | 399 | 95% |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund· WisdomTree Trust | Non-compliant | 201 | 77% |
| 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% |
| DGSCX | Virtus KAR Global Small-Cap Fund· Virtus Investment Trust | Non-compliant | 28 | 81% |
| DGT | State Street(R) SPDR(R) Global Dow ETF· SPDR SERIES TRUST | Non-compliant | 165 | 97% |
| DGVCX | Davis Government Bond Fund· DAVIS SERIES INC | Non-compliant | 55 | 69% |
| DGVRX | BNY Mellon Technology Growth Fund· BNY Mellon Advantage Funds, Inc. | Non-compliant | 37 | 98% |
| DGVYX | Davis Government Bond Fund· DAVIS SERIES INC | Non-compliant | 55 | 69% |
| DGYGX | BNY Mellon Appreciation Fund, Inc.· BNY MELLON APPRECIATION FUND, INC. | Non-compliant | 44 | 99% |
| DHAMX | Centre American Select Equity Fund· Horizon Funds | Non-compliant | 48 | 91% |
| DHANX | Centre American Select Equity Fund· Horizon Funds | Non-compliant | 48 | 91% |
| DHDG | FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 14 | 99% |
| DHEAX | DIAMOND HILL SHORT DURATION SECURITIZED BOND· Diamond Hill Funds | Non-compliant | 624 | 23% |
| DHEIX | DIAMOND HILL SHORT DURATION SECURITIZED BOND· Diamond Hill Funds | Non-compliant | 624 | 23% |
| DHEYX | DIAMOND HILL SHORT DURATION SECURITIZED BOND· Diamond Hill Funds | Non-compliant | 624 | 23% |
| DHF | BNY Mellon High Yield Strategies Fund | Non-compliant | 318 | 21% |
| DHFYX | DIAMOND HILL LARGE CAP CONCENTRATED FUND· Diamond Hill Funds | Non-compliant | 22 | 96% |
| DHGAX | BNY Mellon Global Fixed Income Fund· BNY Mellon Investment Funds I | Non-compliant | 535 | 57% |
| DHGCX | BNY Mellon Global Fixed Income Fund· BNY Mellon Investment Funds I | Non-compliant | 535 | 57% |
| DHIAX | DIAMOND HILL INTERNATIONAL FUND· Diamond Hill Funds | Non-compliant | 51 | 82% |
| DHIIX | DIAMOND HILL INTERNATIONAL FUND· Diamond Hill Funds | Non-compliant | 51 | 82% |
| DHINX | Centre Global Infrastructure Fund· Horizon Funds | Non-compliant | 51 | 97% |
| DHIVX | Centre Global Infrastructure Fund· Horizon Funds | Non-compliant | 51 | 97% |
| DHIYX | DIAMOND HILL INTERNATIONAL FUND· Diamond Hill Funds | Non-compliant | 51 | 82% |
| DHLAX | DIAMOND HILL LARGE CAP FUND· Diamond Hill Funds | Non-compliant | 51 | 95% |
| DHLRX | DIAMOND HILL LARGE CAP FUND· Diamond Hill Funds | Non-compliant | 51 | 95% |
| DHLTX | DIAMOND HILL SELECT FUND· Diamond Hill Funds | Non-compliant | 28 | 75% |
| DHLYX | DIAMOND HILL LARGE CAP FUND· Diamond Hill Funds | Non-compliant | 51 | 95% |
| DHMAX | DIAMOND HILL SMALL-MID CAP FUND· Diamond Hill Funds | Non-compliant | 61 | 76% |
| DHMIX | DIAMOND HILL SMALL-MID CAP FUND· Diamond Hill Funds | Non-compliant | 61 | 76% |
| DHMYX | DIAMOND HILL SMALL-MID CAP FUND· Diamond Hill Funds | Non-compliant | 61 | 76% |
| DHNAX | DIAMOND HILL CORE PLUS BOND FUND· Diamond Hill Funds | Non-compliant | 489 | 55% |
| DHNIX | DIAMOND HILL CORE PLUS BOND FUND· Diamond Hill Funds | Non-compliant | 489 | 55% |
| DHNYX | DIAMOND HILL CORE PLUS BOND FUND· Diamond Hill Funds | Non-compliant | 489 | 55% |
| DHPAX | DIAMOND HILL MID CAP FUND· Diamond Hill Funds | Non-compliant | 59 | 80% |
| DHPIX | DIAMOND HILL MID CAP FUND· Diamond Hill Funds | Non-compliant | 59 | 80% |
| DHPYX | DIAMOND HILL MID CAP FUND· Diamond Hill Funds | Non-compliant | 59 | 80% |
| DHRAX | DIAMOND HILL CORE BOND FUND· Diamond Hill Funds | Non-compliant | 1,086 | 63% |
| DHRIX | DIAMOND HILL CORE BOND FUND· Diamond Hill Funds | Non-compliant | 1,086 | 63% |
| DHRYX | DIAMOND HILL CORE BOND FUND· Diamond Hill Funds | Non-compliant | 1,086 | 63% |
| DHS | WisdomTree U.S. High Dividend Fund· WisdomTree Trust | Non-compliant | 326 | 92% |
| DHSCX | DIAMOND HILL SMALL CAP FUND· Diamond Hill Funds | Non-compliant | 60 | 68% |
| DHSIX | DIAMOND HILL SMALL CAP FUND· Diamond Hill Funds | Non-compliant | 60 | 68% |
| DHSYX | DIAMOND HILL SMALL CAP FUND· Diamond Hill Funds | Non-compliant | 60 | 68% |
| DHTAX | DIAMOND HILL SELECT FUND· Diamond Hill Funds | Non-compliant | 28 | 75% |
| DHTYX | DIAMOND HILL SELECT FUND· Diamond Hill Funds | Non-compliant | 28 | 75% |
| DHWAX | DIAMOND HILL SECURITIZED TOTAL RETURN FUND· Diamond Hill Funds | Non-compliant | 134 | 60% |
| DHWIX | DIAMOND HILL SECURITIZED TOTAL RETURN FUND· Diamond Hill Funds | Non-compliant | 134 | 60% |
| DHWYX | DIAMOND HILL SECURITIZED TOTAL RETURN FUND· Diamond Hill Funds | Non-compliant | 134 | 60% |
| DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | Non-compliant | 394 | 17% |
| DIA | N/A· SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Non-compliant | 30 | 100% |
| DIAL | Columbia Diversified Fixed Income Allocation ETF· Columbia ETF Trust I | Non-compliant | 669 | 44% |
| DIBAX | BNY Mellon International Bond Fund· BNY Mellon Investment Funds III | Non-compliant | 368 | 24% |
| DIBCX | BNY Mellon International Bond Fund· BNY Mellon Investment Funds III | Non-compliant | 368 | 24% |
| DIBRX | BNY Mellon International Bond Fund· BNY Mellon Investment Funds III | Non-compliant | 368 | 24% |
| DIBYX | BNY Mellon International Bond Fund· BNY Mellon Investment Funds III | Non-compliant | 368 | 24% |
| DIDEX | Driehaus International Developed Equity Fund· Driehaus Mutual Funds | Non-compliant | 60 | 91% |
| DIEAX | BNY Mellon International Core Equity Fund· BNY MELLON STOCK FUNDS | Non-compliant | 62 | 88% |
| DIECX | BNY Mellon International Core Equity Fund· BNY MELLON STOCK FUNDS | Non-compliant | 62 | 88% |
| DIEM | Franklin Emerging Market Core Dividend Tilt Index ETF· Franklin Templeton ETF Trust | Non-compliant | 563 | 85% |
30,302 funds · page 36 of 304