HEDJ vs DFAW overlap
HEDJ and DFAW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: HEDJ, SEC Form N-PORT, June 30, 2026; DFAW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HEDJ | DFAW |
|---|---|---|
| Bank of America Corp. | $76.5M | $316K |
| UBS Group AG | $47.4M | $14K |
| LPL Financial LLC | $30.3M | $5.5M |
| Farther Finance Advisors, LLC | $42K | $30.3M |
| Raymond James Financial Inc. | $19.4M | $8.8M |
| FMR LLC | $25.5M | $11K |
| Strategic Investment Solutions, Inc. | $11K | $21.0M |
| JPMorgan Chase & Co | $3.4M | $17.3M |
| Plancorp, LLC | $253K | $17.7M |
| Brown Advisory Inc. | $260K | $9.3M |
| Pathstone Holdings, LLC | $8.9M | $245K |
| Commonwealth Equity Services, LLC | $2.0M | $6.5M |
| Federation des caisses Desjardins du Quebec | $6.1M | $176K |
| Envestnet Asset Management Inc. | $5.3M | $681K |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $2.4M |
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: HEDJ institutional holders, DFAW institutional holders.
Frequently asked questions
How much do HEDJ and DFAW overlap?
0.0% by weight, with 0 holdings in common, using holdings for HEDJ as of June 30, 2026 and DFAW as of July 31, 2026.
Do institutions hold both HEDJ and DFAW?
35 Form 13F filers report positions in both, out of 405 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%.