IEV vs DFAW overlap
IEV 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: IEV, SEC Form N-PORT, June 30, 2026; DFAW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IEV | DFAW |
|---|---|---|
| JPMorgan Chase & Co | $83.4M | $17.3M |
| UBS Group AG | $60.7M | $14K |
| Farther Finance Advisors, LLC | $663K | $30.3M |
| Bank of America Corp. | $25.5M | $316K |
| Envestnet Asset Management Inc. | $19.5M | $681K |
| LPL Financial LLC | $14.6M | $5.5M |
| Raymond James Financial Inc. | $3.7M | $8.8M |
| Brown Advisory Inc. | $415K | $9.3M |
| Integrated Wealth Concepts LLC | $8.4M | $35K |
| OneDigital Investment Advisors LLC | $7.1M | $1.1M |
| Mercer Global Advisors Inc. | $677K | $7.4M |
| Barry Investment Advisors, LLC | $4.3M | $3.0M |
| Commonwealth Equity Services, LLC | $629K | $6.5M |
| Beacon Pointe Advisors, LLC | $4.0M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $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: IEV institutional holders, DFAW institutional holders.
Frequently asked questions
How much do IEV and DFAW overlap?
0.0% by weight, with 0 holdings in common, using holdings for IEV as of June 30, 2026 and DFAW as of July 31, 2026.
Do institutions hold both IEV and DFAW?
43 Form 13F filers report positions in both, out of 453 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%.