DIA vs DFUS overlap
406 institutions report holding both DIA and DFUS.
DIADFUS
Pick 2 to 4 ETFs.
We don’t have holdings for DIA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
406
institutions report holding both, of 1,912 holding any
DIA67.3% of its 13F dollars, 28.0% of its 1,449 holders
DFUS49.9% of its 13F dollars, 46.7% of its 869 holders
Largest institutions holding both
| Firm | DIA | DFUS |
|---|---|---|
| Morgan Stanley | $1.7B | $25.1M |
| Bank of America Corp. | $1.1B | $145.2M |
| LPL Financial LLC | $870.9M | $279.2M |
| Focus Partners Wealth | $298.0M | $773.8M |
| Wells Fargo & Company | $630.1M | $1.1M |
| Royal Bank of Canada | $443.7M | $114.5M |
| UBS Group AG | $466.1M | $18.3M |
| Bank of Montreal | $474.2M | $4.2M |
| JPMorgan Chase & Co | $367.0M | $67.8M |
| Root Financial Partners, LLC | $510K | $426.0M |
| Raymond James Financial Inc. | $262.8M | $139.8M |
| Vise Technologies, Inc. | $2.4M | $396.5M |
| Qube Research & Technologies Ltd | $364.9M | $11K |
| Plancorp, LLC | $855K | $362.5M |
| Mercer Global Advisors Inc. | $18.5M | $322.0M |
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: DIA institutional holders, DFUS institutional holders.
Frequently asked questions
Do institutions hold both DIA and DFUS?
406 Form 13F filers report positions in both, out of 1,912 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%.