DVY vs DUHP overlap
DVY and DUHP overlap 5.3% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | DVY | DUHP | Overlap |
|---|---|---|---|
| Merck & CoMRK | 1.00% | 1.72% | 1.00% |
| Coca-Cola Co/theKO | 0.99% | 1.41% | 0.99% |
| IBMIBM | 0.78% | 0.80% | 0.78% |
| Gilead SciencesGILD | 0.63% | 1.10% | 0.63% |
| Lockheed MartinLMT | 0.62% | 0.84% | 0.62% |
| Kimberly-ClarkKMB | 1.62% | 0.35% | 0.35% |
| Target Corp.TGT | 1.56% | 0.30% | 0.30% |
| Verizon CommunicVZ | 1.74% | 0.23% | 0.23% |
| Chevron Corp.CVX | 1.36% | 0.13% | 0.13% |
| Best BUY Co Inc.BBY | 1.35% | 0.09% | 0.09% |
| At&T Inc.T | 1.06% | 0.08% | 0.08% |
| Altria Group Inc.MO | 2.09% | 0.07% | 0.07% |
| Omnicom GroupOMC | 1.17% | 0.03% | 0.03% |
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: DVY, SEC Form N-PORT, July 31, 2026; DUHP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DVY | DUHP |
|---|---|---|
| Mercer Global Advisors Inc. | $20.9M | $2.2B |
| Bank of America Corp. | $1.1B | $62.6M |
| Morgan Stanley | $1.0B | $3.9M |
| Focus Partners Wealth | $74.7M | $895.7M |
| Wells Fargo & Company | $604.2M | $3.4M |
| PNC Financial Services Group, Inc. | $541.2M | $277K |
| Northern Trust Corp. | $481.4M | $315K |
| Royal Bank of Canada | $421.7M | $13.3M |
| Envestnet Asset Management Inc. | $246.3M | $171.3M |
| Forum Financial Management, LP | $218K | $361.8M |
| Pure Financial Advisors, LLC | $367K | $344.5M |
| LPL Financial LLC | $291.0M | $30.2M |
| JPMorgan Chase & Co | $253.9M | $26.8M |
| Raymond James Financial Inc. | $192.1M | $72.8M |
| UBS Group AG | $173.0M | $87.7M |
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: DVY institutional holders, DUHP institutional holders.
Frequently asked questions
How much do DVY and DUHP overlap?
5.3% by weight, with 13 holdings in common, using holdings for DVY as of July 31, 2026 and DUHP as of July 31, 2026. The largest shared position is MRK.
Do institutions hold both DVY and DUHP?
260 Form 13F filers report positions in both, out of 1,720 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%.