DFIV vs AVDV overlap
DFIV and AVDV overlap 2.8% by weight, across 97 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFIV: July 31, 2026, AVDV: 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 | DFIV | AVDV | Overlap |
|---|---|---|---|
| Whitecap ResourcWCP | 0.33% | 0.54% | 0.33% |
| Aurizon HoldingsAZJ | 0.13% | 0.21% | 0.13% |
| Whitehaven CoalWHC | 0.09% | 0.61% | 0.09% |
| Takashimaya Co8233 | 0.09% | 0.37% | 0.09% |
| Loomis ABLOOMIS | 0.08% | 0.29% | 0.08% |
| CLAL InsuranceCLIS | 0.08% | 0.74% | 0.08% |
| BW LPG Ltd.BWLPG | 0.08% | 0.22% | 0.08% |
| TOYO Tire Corp.5105 | 0.07% | 0.21% | 0.07% |
| Sumitomo Heavy6302 | 0.07% | 0.22% | 0.07% |
| Kuraray Co Ltd.3405 | 0.06% | 0.18% | 0.06% |
| J Front Retailin3086 | 0.06% | 0.09% | 0.06% |
| Cosmo Energy HD5021 | 0.06% | 0.06% | 0.06% |
| Empire Co Ltd. aEMP/A | 0.06% | 0.08% | 0.06% |
| Delek Group Ltd.DLEKG | 0.06% | 0.32% | 0.06% |
| Perseus MiningPRU | 0.06% | 0.62% | 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: DFIV, SEC Form N-PORT, July 31, 2026; AVDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFIV | AVDV |
|---|---|---|
| Jones Financial Companies LLLP | $187.5M | $3.5B |
| Creative Planning | $182.6M | $2.6B |
| Northwestern Mutual Wealth Management Co | $1.8B | $104.7M |
| Savant Capital, LLC | $574.1M | $1.2B |
| Focus Partners Wealth | $929.0M | $496.0M |
| Mercer Global Advisors Inc. | $1.3B | $823K |
| PNC Financial Services Group, Inc. | $929.2M | $711K |
| Focus Partners Advisor Solutions, LLC | $320.4M | $483.5M |
| EP Wealth Advisors, LLC | $496.9M | $54.7M |
| Envestnet Asset Management Inc. | $274.7M | $271.7M |
| Modera Wealth Management, LLC | $124.6M | $243.4M |
| Cerity Partners LLC | $196.2M | $168.2M |
| LPL Financial LLC | $148.5M | $173.7M |
| Bank of America Corp. | $207.1M | $104.8M |
| Corient Private Wealth LP | $190.0M | $113.1M |
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: DFIV institutional holders, AVDV institutional holders.
Frequently asked questions
How much do DFIV and AVDV overlap?
2.8% by weight, with 97 holdings in common, using holdings for DFIV as of July 31, 2026 and AVDV as of May 31, 2026. The largest shared position is WCP.
Do institutions hold both DFIV and AVDV?
380 Form 13F filers report positions in both, out of 1,223 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%.