DFAU vs CGUS overlap
DFAU and CGUS overlap 40.5% by weight, across 56 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFAU: July 31, 2026, CGUS: 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 | DFAU | CGUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.74% | 6.85% | 6.74% |
| Microsoft Corp.MSFT | 5.09% | 5.75% | 5.09% |
| Amazon.COM Inc.AMZN | 3.59% | 5.04% | 3.59% |
| Apple Inc.AAPL | 6.45% | 2.75% | 2.75% |
| Alphabet Inc.-aGOOGL | 2.74% | 3.22% | 2.74% |
| Broadcom Inc.AVGO | 2.34% | 6.33% | 2.34% |
| Alphabet Inc.-CGOOG | 2.28% | 1.93% | 1.93% |
| META Platforms-aMETA | 1.79% | 3.79% | 1.79% |
| JPMorgan ChaseJPM | 1.28% | 1.79% | 1.28% |
| ELI Lilly & CoLLY | 1.24% | 3.92% | 1.24% |
| VISA Inc.-Class aV | 0.75% | 0.67% | 0.67% |
| Mastercard Inc.-aMA | 0.64% | 1.82% | 0.64% |
| Abbvie Inc.ABBV | 0.54% | 0.60% | 0.54% |
| Cisco SystemsCSCO | 0.53% | 1.95% | 0.53% |
| Applied MaterialAMAT | 0.47% | 2.57% | 0.47% |
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: DFAU, SEC Form N-PORT, July 31, 2026; CGUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFAU | CGUS |
|---|---|---|
| LPL Financial LLC | $58.3M | $1.4B |
| Envestnet Asset Management Inc. | $38.2M | $626.3M |
| Jones Financial Companies LLLP | $101K | $555.7M |
| Raymond James Financial Inc. | $18.6M | $439.2M |
| Sequoia Financial Advisors, LLC | $393.2M | $320K |
| Cetera Investment Advisers | $71.1M | $284.2M |
| Wells Fargo & Company | $111K | $343.6M |
| Cambridge Investment Research Advisors, Inc. | $43.3M | $289.9M |
| Morgan Stanley | $2.2M | $298.7M |
| Commonwealth Equity Services, LLC | $64.8M | $197.8M |
| OneDigital Investment Advisors LLC | $235.8M | $2.0M |
| Allworth Financial LP | $203.8M | $794K |
| Northwestern Mutual Wealth Management Co | $2.0M | $188.3M |
| Focus Partners Wealth | $182.9M | $2.0M |
| MML Investors Services, LLC | $13.4M | $162.8M |
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: DFAU institutional holders, CGUS institutional holders.
Frequently asked questions
How much do DFAU and CGUS overlap?
40.5% by weight, with 56 holdings in common, using holdings for DFAU as of July 31, 2026 and CGUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both DFAU and CGUS?
153 Form 13F filers report positions in both, out of 889 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%.