ESGD vs DFAE overlap
ESGD and DFAE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ESGD: May 31, 2026, DFAE: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
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: ESGD, SEC Form N-PORT, May 31, 2026; DFAE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ESGD | DFAE |
|---|---|---|
| Bank of America Corp. | $972.2M | $321.1M |
| FMR LLC | $471.0M | $388.2M |
| JPMorgan Chase & Co | $796.6M | $23.5M |
| Mather Group, LLC. | $24.8M | $501.6M |
| Northern Trust Corp. | $520.6M | $1.4M |
| Morgan Stanley | $501.0M | $2.9M |
| UBS Group AG | $160.8M | $279.9M |
| Betterment LLC | $408.4M | $11.8M |
| TIAA Wealth Investment Management LLC | $302.4M | $25K |
| Northwestern Mutual Wealth Management Co | $131.0M | $112.7M |
| Mercer Global Advisors Inc. | $152.6M | $57.3M |
| Mariner, LLC | $32.4M | $175.2M |
| Envestnet Asset Management Inc. | $125.6M | $67.1M |
| Wells Fargo & Company | $157.6M | $266K |
| HighTower Advisors, LLC | $52.9M | $99.5M |
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: ESGD institutional holders, DFAE institutional holders.
Frequently asked questions
How much do ESGD and DFAE overlap?
0.0% by weight, with 0 holdings in common, using holdings for ESGD as of May 31, 2026 and DFAE as of July 31, 2026.
Do institutions hold both ESGD and DFAE?
248 Form 13F filers report positions in both, out of 1,225 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%.