DUHP vs DFAT overlap
DUHP and DFAT overlap 0.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DUHP | DFAT | Overlap |
|---|---|---|---|
| Leidos HoldingsLDOS | 0.01% | 0.11% | 0.01% |
| SolventumSOLV | 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: DUHP, SEC Form N-PORT, July 31, 2026; DFAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DUHP | DFAT |
|---|---|---|
| Mercer Global Advisors Inc. | $2.2B | $117.6M |
| Focus Partners Wealth | $895.7M | $873.2M |
| Forum Financial Management, LP | $361.8M | $725.8M |
| Creative Planning | $4.9M | $930.0M |
| Pure Financial Advisors, LLC | $344.5M | $399.3M |
| Focus Partners Advisor Solutions, LLC | $160.7M | $393.7M |
| Savant Capital, LLC | $81.5M | $375.0M |
| Index Fund Advisors, Inc. | $11.7M | $442.4M |
| EP Wealth Advisors, LLC | $2.0M | $332.2M |
| Apella Capital, LLC | $171.1M | $144.1M |
| Corient Private Wealth LP | $118.2M | $125.9M |
| Envestnet Asset Management Inc. | $171.3M | $57.7M |
| Allworth Financial LP | $150.8M | $74.2M |
| HighTower Advisors, LLC | $87.2M | $124.8M |
| Jackson Thornton Wealth Management, LLC | $6.4M | $196.7M |
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: DUHP institutional holders, DFAT institutional holders.
Frequently asked questions
How much do DUHP and DFAT overlap?
0.0% by weight, with 2 holdings in common, using holdings for DUHP as of July 31, 2026 and DFAT as of July 31, 2026. The largest shared position is LDOS.
Do institutions hold both DUHP and DFAT?
371 Form 13F filers report positions in both, out of 1,044 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%.