DLAG vs DDTA overlap
4 institutions report holding both DLAG and DDTA.
DLAGDDTA
Pick 2 to 4 ETFs.
We don’t have holdings for DLAG, DDTA. 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.
4
institutions report holding both, of 22 holding any
DLAG11.9% of its 13F dollars, 22.2% of its 18 holders
DDTA12.4% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | DLAG | DDTA |
|---|---|---|
| Commonwealth Equity Services, LLC | $331K | $466K |
| Old Mission Capital LLC | $318K | $413K |
| IFP Advisors, Inc | $242K | $53K |
| UBS Group AG | $3K | $9K |
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: DLAG institutional holders, DDTA institutional holders.
Frequently asked questions
Do institutions hold both DLAG and DDTA?
4 Form 13F filers report positions in both, out of 22 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%.