DFAL vs AVLC overlap
1 institutions report holding both DFAL and AVLC.
DFALAVLC
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.
1
institutions report holding both, of 117 holding any
DFAL27.2% of its 13F dollars, 33.3% of its 3 holders
AVLC0.2% of its 13F dollars, 0.9% of its 115 holders
Largest institutions holding both
| Firm | DFAL | AVLC |
|---|---|---|
| Plancorp, LLC | $365.7M | $3.2M |
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, AVLC institutional holders.
Frequently asked questions
Do institutions hold both DFAL and AVLC?
1 Form 13F filers report positions in both, out of 117 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%.