DFSB vs DFCA overlap
DFSB and DFCA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: DFSB, SEC Form N-PORT, July 31, 2026; DFCA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFSB | DFCA |
|---|---|---|
| Mercer Global Advisors Inc. | $52.5M | $385.3M |
| Citrine Capital LLC | $8.6M | $50.3M |
| HighTower Advisors, LLC | $1.0M | $21.6M |
| Seeds Investor LLC | $13.5M | $583K |
| Parkshore Wealth Management, Inc. | $12.3M | $553K |
| Apella Capital, LLC | $9.4M | $530K |
| Corient Private Wealth LP | $7.1M | $261K |
| Wealth Enhancement Advisory Services, LLC | $5.3M | $1.5M |
| Signature Resources Capital Management, LLC | $224K | $5.5M |
| Beacon Pointe Advisors, LLC | $4.8M | $705K |
| Vise Technologies, Inc. | $1.3M | $3.4M |
| Root Financial Partners, LLC | $1.1M | $3.2M |
| RAM Investment Partners, LLC | $3.2M | $855K |
| LPL Financial LLC | $2.6M | $1.2M |
| Commonwealth Equity Services, LLC | $1.1M | $2.5M |
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: DFSB institutional holders, DFCA institutional holders.
Frequently asked questions
How much do DFSB and DFCA overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFSB as of July 31, 2026 and DFCA as of July 31, 2026.
Do institutions hold both DFSB and DFCA?
28 Form 13F filers report positions in both, out of 178 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%.