EFG vs DFAI overlap
EFG and DFAI overlap 37.2% by weight, across 335 shared holdings.
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Top shared holdings
| Holding | EFG | DFAI | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 1.00% | 1.05% | 1.00% |
| Astrazeneca PLCAZN | 2.38% | 0.81% | 0.81% |
| BHP Group Ltd.BHP | 0.69% | 0.59% | 0.59% |
| Siemens AG-REGSIE | 0.79% | 0.58% | 0.58% |
| Tokyo Electron8035 | 1.39% | 0.57% | 0.57% |
| Rolls-Royce HOLDRR/ | 1.55% | 0.55% | 0.55% |
| SONY Group Corp.6758 | 1.26% | 0.54% | 0.54% |
| Advantest Corp.6857 | 1.34% | 0.54% | 0.54% |
| Commonw BK AustrCBA | 1.94% | 0.52% | 0.52% |
| UBS Group AGUBS | 1.56% | 0.48% | 0.48% |
| NOVO Nordisk-BNOVOB | 1.41% | 0.47% | 0.47% |
| Hitachi Ltd.6501 | 1.34% | 0.46% | 0.46% |
| LVMH MOET HenneMC | 0.45% | 0.48% | 0.45% |
| Safran SASAFRF | 1.26% | 0.45% | 0.45% |
| Deutsche TelekomDTE | 0.98% | 0.44% | 0.44% |
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: EFG, SEC Form N-PORT, July 31, 2026; DFAI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EFG | DFAI |
|---|---|---|
| Envestnet Asset Management Inc. | $2.9B | $1.1B |
| LPL Financial LLC | $1.1B | $196.1M |
| Bank of America Corp. | $656.2M | $429.4M |
| Morgan Stanley | $665.8M | $4.8M |
| Prudential Financial Inc. | $13.9M | $616.6M |
| Jones Financial Companies LLLP | $532.6M | $1.8M |
| JPMorgan Chase & Co | $426.5M | $6.9M |
| &Partners | $14.6M | $405.6M |
| Cetera Investment Advisers | $293.1M | $107.0M |
| Northern Trust Corp. | $7.9M | $324.5M |
| UBS Group AG | $134.2M | $188.4M |
| Royal Bank of Canada | $54.6M | $267.0M |
| MML Investors Services, LLC | $241.5M | $37.9M |
| Park Avenue Securities LLC | $264.5M | $4.0M |
| Coldstream Capital Management Inc. | $380K | $232.5M |
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: EFG institutional holders, DFAI institutional holders.
Frequently asked questions
How much do EFG and DFAI overlap?
37.2% by weight, with 335 holdings in common, using holdings for EFG as of July 31, 2026 and DFAI as of July 31, 2026. The largest shared position is ROP.
Do institutions hold both EFG and DFAI?
337 Form 13F filers report positions in both, out of 1,548 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%.