DFAX vs CGGO overlap
DFAX and CGGO overlap 7.0% by weight, across 48 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFAX: July 31, 2026, CGGO: 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 | DFAX | CGGO | Overlap |
|---|---|---|---|
| Samsung Electron005930 | 1.34% | 2.42% | 1.34% |
| Taiwan Semic-ADRTSM | 0.99% | 6.62% | 0.99% |
| SK Hynix Inc.000660 | 0.81% | 5.32% | 0.81% |
| Totalenergies SETTE | 0.55% | 0.71% | 0.55% |
| Nestle SA-REGNESN | 0.40% | 1.00% | 0.40% |
| Bayer AG-REGBAYN | 0.26% | 0.25% | 0.25% |
| CAN Natural RESCNQ | 0.21% | 0.83% | 0.21% |
| LVMH MOET HenneMC | 0.19% | 0.54% | 0.19% |
| Siemens AG-REGSIE | 0.17% | 1.30% | 0.17% |
| Agnico Eagle MINAEM | 0.16% | 0.73% | 0.16% |
| BBVABBVA | 0.13% | 1.02% | 0.13% |
| Safran SASAFRF | 0.13% | 0.78% | 0.13% |
| SOC Generale SAGLE | 0.13% | 0.94% | 0.13% |
| Airbus SEAIR | 0.12% | 1.00% | 0.12% |
| Publicis GroupePUB | 0.12% | 0.98% | 0.12% |
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: DFAX, SEC Form N-PORT, July 31, 2026; CGGO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFAX | CGGO |
|---|---|---|
| LPL Financial LLC | $303.1M | $766.8M |
| Capital Group Private Client Services, Inc. | $2.4M | $1.0B |
| Envestnet Asset Management Inc. | $246.6M | $547.7M |
| Raymond James Financial Inc. | $96.8M | $633.9M |
| Morgan Stanley | $6.9M | $552.8M |
| Northwestern Mutual Wealth Management Co | $5.6M | $457.0M |
| Focus Partners Wealth | $382.9M | $52.0M |
| Cetera Investment Advisers | $42.5M | $374.1M |
| Commonwealth Equity Services, LLC | $163.9M | $233.3M |
| Wells Fargo & Company | $1.4M | $371.7M |
| Cambridge Investment Research Advisors, Inc. | $68.7M | $299.1M |
| Royal Bank of Canada | $142.3M | $169.2M |
| UBS Group AG | $99.6M | $203.2M |
| Bank of America Corp. | $118.1M | $164.7M |
| Jones Financial Companies LLLP | $14.1M | $266.1M |
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: DFAX institutional holders, CGGO institutional holders.
Frequently asked questions
How much do DFAX and CGGO overlap?
7.0% by weight, with 48 holdings in common, using holdings for DFAX as of July 31, 2026 and CGGO as of May 31, 2026. The largest shared position is 005930.
Do institutions hold both DFAX and CGGO?
176 Form 13F filers report positions in both, out of 988 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%.