DFAL vs AOR overlap
0 institutions report holding both DFAL and AOR.
DFALAOR
Pick 2 to 4 ETFs.
We don’t have holdings for DFAL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
0
institutions report holding both, of 456 holding any
DFAL0.0% of its 13F dollars, 0.0% of its 3 holders
AOR0.0% of its 13F dollars, 0.0% of its 453 holders
Largest institutions holding both
No 13F filer reports holding both.
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: DFAL institutional holders, AOR institutional holders.
Frequently asked questions
Do institutions hold both DFAL and AOR?
0 Form 13F filers report positions in both, out of 456 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%.