DFAT vs AVUS overlap
DFAT and AVUS overlap 9.1% by weight, across 880 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFAT: July 31, 2026, AVUS: 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 | DFAT | AVUS | Overlap |
|---|---|---|---|
| Permian Resour-aPR | 0.80% | 0.10% | 0.10% |
| Viatris Inc.VTRS | 0.35% | 0.10% | 0.10% |
| CF Industries HOCF | 0.47% | 0.09% | 0.09% |
| Borgwarner Inc.BWA | 0.62% | 0.09% | 0.09% |
| APA Corp.APA | 0.63% | 0.08% | 0.08% |
| Viasat Inc.VSAT | 0.33% | 0.08% | 0.08% |
| JAZZ PharmaceutiJAZZ | 0.22% | 0.08% | 0.08% |
| East West BncrpEWBC | 0.14% | 0.07% | 0.07% |
| Ovintiv Inc.OVV | 0.79% | 0.07% | 0.07% |
| RenaissancereRNR | 0.50% | 0.07% | 0.07% |
| Wesco IntlWCC | 0.53% | 0.07% | 0.07% |
| Lululemon ATHLULU | 0.08% | 0.07% | 0.07% |
| Globe Life Inc.GL | 0.51% | 0.06% | 0.06% |
| Assurant Inc.AIZ | 0.28% | 0.06% | 0.06% |
| ALLY Financial IALLY | 0.57% | 0.06% | 0.06% |
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: DFAT, SEC Form N-PORT, July 31, 2026; AVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFAT | AVUS |
|---|---|---|
| Focus Partners Wealth | $873.2M | $250.3M |
| Creative Planning | $930.0M | $120.2M |
| HB Wealth Management, LLC | $5.7M | $771.9M |
| Forum Financial Management, LP | $725.8M | $3.9M |
| Savant Capital, LLC | $375.0M | $83.9M |
| Focus Partners Advisor Solutions, LLC | $393.7M | $56.7M |
| LPL Financial LLC | $88.0M | $325.5M |
| EP Wealth Advisors, LLC | $332.2M | $31.9M |
| HighTower Advisors, LLC | $124.8M | $201.4M |
| Envestnet Asset Management Inc. | $57.7M | $257.3M |
| Maseco LLP | $709K | $304.6M |
| Corient Private Wealth LP | $125.9M | $141.0M |
| Raymond James Financial Inc. | $128.3M | $124.4M |
| Mercer Global Advisors Inc. | $117.6M | $125.8M |
| Bank of America Corp. | $113.2M | $123.9M |
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: DFAT institutional holders, AVUS institutional holders.
Frequently asked questions
How much do DFAT and AVUS overlap?
9.1% by weight, with 880 holdings in common, using holdings for DFAT as of July 31, 2026 and AVUS as of May 31, 2026. The largest shared position is PR.
Do institutions hold both DFAT and AVUS?
321 Form 13F filers report positions in both, out of 1,118 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%.