DGRW vs DFUV overlap
DGRW and DFUV overlap 23.7% by weight, across 109 shared holdings.
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Top shared holdings
| Holding | DGRW | DFUV | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 2.34% | 2.86% | 2.34% |
| Exxon Mobil Corp.XOM | 1.59% | 3.22% | 1.59% |
| Cisco SystemsCSCO | 1.44% | 1.50% | 1.44% |
| Unitedhealth GRPUNH | 2.92% | 1.42% | 1.42% |
| Chevron Corp.CVX | 1.37% | 2.00% | 1.37% |
| Verizon CommunicVZ | 1.14% | 1.17% | 1.14% |
| Bank of AmericaBAC | 0.99% | 1.33% | 0.99% |
| Merck & CoMRK | 1.18% | 0.83% | 0.83% |
| At&T Inc.T | 0.79% | 0.90% | 0.79% |
| Analog DevicesADI | 0.98% | 0.76% | 0.76% |
| Deere & CoDE | 0.70% | 0.75% | 0.70% |
| Newmont Corp.NEM | 0.71% | 0.58% | 0.58% |
| META Platforms-aMETA | 2.97% | 0.50% | 0.50% |
| T-Mobile US Inc.TMUS | 1.47% | 0.49% | 0.49% |
| Procter & GamblePG | 1.40% | 0.47% | 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: DGRW, SEC Form N-PORT, June 30, 2026; DFUV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DGRW | DFUV |
|---|---|---|
| Mercer Global Advisors Inc. | $3.4M | $2.4B |
| LPL Financial LLC | $1.1B | $73.8M |
| Bank of America Corp. | $1.1B | $10.1M |
| PNC Financial Services Group, Inc. | $1.1B | $2.9M |
| Savant Capital, LLC | $70.4M | $839.1M |
| Focus Partners Wealth | $123.5M | $782.1M |
| Morgan Stanley | $832.4M | $16.3M |
| Ameriprise Financial Inc. | $651.2M | $820K |
| HighTower Advisors, LLC | $259.9M | $243.8M |
| Raymond James Financial Inc. | $334.7M | $77.5M |
| UBS Group AG | $267.1M | $25.2M |
| Creative Planning | $23.2M | $267.6M |
| Focus Partners Advisor Solutions, LLC | $3.2M | $275.0M |
| Cetera Investment Advisers | $252.5M | $25.8M |
| Northern Trust Corp. | $2.5M | $269.2M |
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: DGRW institutional holders, DFUV institutional holders.
Frequently asked questions
How much do DGRW and DFUV overlap?
23.7% by weight, with 109 holdings in common, using holdings for DGRW as of June 30, 2026 and DFUV as of July 31, 2026. The largest shared position is JNJ.
Do institutions hold both DGRW and DFUV?
270 Form 13F filers report positions in both, out of 1,316 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%.