DTH vs DFSE overlap
DTH and DFSE overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DTH | DFSE | Overlap |
|---|---|---|---|
| BOC Aviation Ltd.2588 | 0.13% | 0.07% | 0.07% |
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: DTH, SEC Form N-PORT, June 30, 2026; DFSE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DTH | DFSE |
|---|---|---|
| Morgan Stanley | $50.8M | $1K |
| LPL Financial LLC | $41.9M | $715K |
| Envestnet Asset Management Inc. | $16.4M | $314K |
| Wealthspire Advisors, LLC | $6.1M | $9.4M |
| Beacon Pointe Advisors, LLC | $8.5M | $2.5M |
| Private Advisor Group, LLC | $8.1M | $287K |
| Jane Street Group, LLC | $6.8M | $732K |
| Mercer Global Advisors Inc. | $2.1M | $4.1M |
| Commonwealth Equity Services, LLC | $4.9M | $579K |
| Osaic Holdings, Inc. | $3.6M | $152K |
| Wealth Enhancement Advisory Services, LLC | $212K | $3.2M |
| Royal Bank of Canada | $2.8M | $137K |
| JPMorgan Chase & Co | $1.9M | $87K |
| Farther Finance Advisors, LLC | $989K | $670K |
| HighTower Advisors, LLC | $282K | $1.1M |
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: DTH institutional holders, DFSE institutional holders.
Frequently asked questions
How much do DTH and DFSE overlap?
0.1% by weight, with 1 holdings in common, using holdings for DTH as of June 30, 2026 and DFSE as of July 31, 2026. The largest shared position is 2588.
Do institutions hold both DTH and DFSE?
22 Form 13F filers report positions in both, out of 291 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%.