DFSE vs CGW overlap
DFSE and CGW overlap 0.4% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DFSE | CGW | Overlap |
|---|---|---|---|
| Coway Co Ltd.021240 | 0.12% | 0.55% | 0.12% |
| Copasa MG - ORDCSMG3 | 0.05% | 2.11% | 0.05% |
| Supreme INDS Ltd.SI | 0.04% | 0.40% | 0.04% |
| VA Tech Wabag LTVATW | 0.03% | 0.64% | 0.03% |
| SabespSBSP3 | 0.03% | 7.63% | 0.03% |
| Sanepar-UNITSAPR11 | 0.03% | 1.16% | 0.03% |
| BJ ENT Water371 | 0.02% | 0.61% | 0.02% |
| Astral Ltd.ASTRA | 0.01% | 0.47% | 0.01% |
| Alkhorayef WaterAWPT | 0.01% | 0.23% | 0.01% |
| Jindal SAW Ltd.JSAW | 0.01% | 0.10% | 0.01% |
| China Lesso2128 | 0.01% | 0.08% | 0.01% |
| KUO Toong Intl8936 | 0.01% | 0.13% | 0.01% |
| YTL Power IntlYTLP | 0.01% | 0.96% | 0.01% |
| Chengdu Xingro-a000598 | 0.00% | 0.18% | 0.00% |
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: DFSE, SEC Form N-PORT, July 31, 2026; CGW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFSE | CGW |
|---|---|---|
| Morgan Stanley | $1K | $67.7M |
| Pathstone Holdings, LLC | $32.9M | $214K |
| EP Wealth Advisors, LLC | $15.0M | $226K |
| Savant Capital, LLC | $12.8M | $555K |
| LPL Financial LLC | $715K | $9.1M |
| HighTower Advisors, LLC | $1.1M | $7.8M |
| Commonwealth Equity Services, LLC | $579K | $6.6M |
| Apella Capital, LLC | $4.9M | $1.0M |
| Beacon Pointe Advisors, LLC | $2.5M | $2.5M |
| Balanced Rock Investment Advisors LLC | $4.0M | $830K |
| Greenspring Advisors, LLC | $4.5M | $278K |
| Allodium Investment Consultants, LLC | $3.8M | $859K |
| Mercer Global Advisors Inc. | $4.1M | $386K |
| Perigon Wealth Management, LLC | $2.9M | $1.3M |
| Royal Bank of Canada | $137K | $4.0M |
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: DFSE institutional holders, CGW institutional holders.
Frequently asked questions
How much do DFSE and CGW overlap?
0.4% by weight, with 14 holdings in common, using holdings for DFSE as of July 31, 2026 and CGW as of July 31, 2026. The largest shared position is 021240.
Do institutions hold both DFSE and CGW?
47 Form 13F filers report positions in both, out of 355 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%.