DFAI vs AVDV overlap
DFAI and AVDV overlap 7.1% by weight, across 1,286 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFAI: July 31, 2026, AVDV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | DFAI | AVDV | Overlap |
|---|---|---|---|
| Whitecap ResourcWCP | 0.08% | 0.54% | 0.08% |
| Takashimaya Co8233 | 0.06% | 0.37% | 0.06% |
| BankinterBKT | 0.06% | 0.15% | 0.06% |
| Mitsui Kinzoku C5706 | 0.06% | 1.37% | 0.06% |
| Phoenix FIN Ltd.PHOE | 0.05% | 0.09% | 0.05% |
| ASR Nederland NVASRNL | 0.09% | 0.05% | 0.05% |
| Hudbay MineralsHBM | 0.05% | 0.67% | 0.05% |
| Iamgold Corp.IAG | 0.04% | 0.38% | 0.04% |
| Finning Intl Inc.FTT CN | 0.04% | 0.28% | 0.04% |
| Taiyo Yuden Co6976 | 0.04% | 0.10% | 0.04% |
| Canadian Tire-aCTC/A | 0.04% | 0.16% | 0.04% |
| South BOW Corp.SOBO | 0.04% | 0.24% | 0.04% |
| Enlight RenewablENLT | 0.04% | 0.29% | 0.04% |
| St James's PlaceSTJ | 0.04% | 0.10% | 0.04% |
| Capital Power CoCPX | 0.03% | 0.25% | 0.03% |
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; AVDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFAI | AVDV |
|---|---|---|
| Jones Financial Companies LLLP | $1.8M | $3.5B |
| Creative Planning | $28.3M | $2.6B |
| Envestnet Asset Management Inc. | $1.1B | $271.7M |
| Savant Capital, LLC | $74.9M | $1.2B |
| Focus Partners Wealth | $92.5M | $496.0M |
| Focus Partners Advisor Solutions, LLC | $99.6M | $483.5M |
| Bank of America Corp. | $429.4M | $104.8M |
| &Partners | $405.6M | $2.1M |
| LPL Financial LLC | $196.1M | $173.7M |
| Pure Financial Advisors, LLC | $120.7M | $169.7M |
| Royal Bank of Canada | $267.0M | $18.3M |
| Modera Wealth Management, LLC | $14.6M | $243.4M |
| Cerity Partners LLC | $80.9M | $168.2M |
| Corient Private Wealth LP | $126.8M | $113.1M |
| Coldstream Capital Management Inc. | $232.5M | $2.1M |
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, AVDV institutional holders.
Frequently asked questions
How much do DFAI and AVDV overlap?
7.1% by weight, with 1,286 holdings in common, using holdings for DFAI as of July 31, 2026 and AVDV as of May 31, 2026. The largest shared position is WCP.
Do institutions hold both DFAI and AVDV?
333 Form 13F filers report positions in both, out of 1,203 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%.