DFAI vs ACWI overlap
DFAI and ACWI overlap 23.5% by weight, across 701 shared holdings.
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Top shared holdings
| Holding | DFAI | ACWI | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 0.42% | 0.63% | 0.42% |
| HSBC Holdings PLHSBA | 1.16% | 0.36% | 0.36% |
| Roper TechnologiROP | 1.05% | 0.34% | 0.34% |
| Royal Bank of CARY | 0.99% | 0.28% | 0.28% |
| Novartis AG-REGNOVN | 0.28% | 0.28% | 0.28% |
| Shell PLCSHELL | 1.01% | 0.26% | 0.26% |
| Astrazeneca PLCAZN | 0.81% | 0.25% | 0.25% |
| Nestle SA-REGNESN | 0.84% | 0.25% | 0.25% |
| Siemens AG-REGSIE | 0.58% | 0.24% | 0.24% |
| Mitsubishi UFJ F8306 | 0.76% | 0.24% | 0.24% |
| BHP Group Ltd.BHP | 0.59% | 0.21% | 0.21% |
| Commonw BK AustrCBA | 0.52% | 0.21% | 0.21% |
| Banco SantanderSAN | 0.43% | 0.20% | 0.20% |
| Toronto-DOM BankTD | 0.64% | 0.20% | 0.20% |
| SAP SESAPGF | 0.42% | 0.19% | 0.19% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DFAI, SEC Form N-PORT, July 31, 2026; ACWI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFAI | ACWI |
|---|---|---|
| Morgan Stanley | $4.8M | $1.8B |
| Envestnet Asset Management Inc. | $1.1B | $63.0M |
| Bank of America Corp. | $429.4M | $350.3M |
| Prudential Financial Inc. | $616.6M | $3.3M |
| Northern Trust Corp. | $324.5M | $250.6M |
| &Partners | $405.6M | $1.1M |
| UBS Group AG | $188.4M | $185.0M |
| Royal Bank of Canada | $267.0M | $72.7M |
| Wells Fargo & Company | $2.6M | $299.6M |
| MAI Capital Management | $172.1M | $126.7M |
| Sequoia Financial Advisors, LLC | $116.6M | $180.0M |
| SYM FINANCIAL Corp | $277.6M | $1.9M |
| LPL Financial LLC | $196.1M | $62.1M |
| National Bank of Canada | $81K | $248.2M |
| Corient Private Wealth LP | $126.8M | $107.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DFAI institutional holders, ACWI institutional holders.
Frequently asked questions
How much do DFAI and ACWI overlap?
23.5% by weight, with 701 holdings in common, using holdings for DFAI as of July 31, 2026 and ACWI as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both DFAI and ACWI?
238 Form 13F filers report positions in both, out of 1,431 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.