IVLU vs DFGR overlap

IVLU and DFGR overlap 0.2% by weight, across 5 shared holdings.

IVLUDFGR

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 5 shared holdings

IVLU0.2% of the fund is in shared holdings, of 348

DFGR2.1% of the fund is in shared holdings, of 422

Top shared holdings

Holding	IVLU	DFGR	Overlap
Unibail-Rodamco-URW	0.06%	0.71%	0.06%
KlepierreLI	0.05%	0.48%	0.05%
Nippon Building8951	0.04%	0.35%	0.04%
Vicinity CentresVCX	0.04%	0.39%	0.04%
CovivioCOV	0.02%	0.17%	0.02%

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: IVLU, SEC Form N-PORT, July 31, 2026; DFGR, SEC Form N-PORT, July 31, 2026.

110

institutions report holding both, of 607 holding any

IVLU71.1% of its 13F dollars, 29.1% of its 378 holders

DFGR37.1% of its 13F dollars, 32.5% of its 339 holders

Largest institutions holding both

Firm	IVLU	DFGR
Northwestern Mutual Wealth Management Co	$779.5M	$29K
Savant Capital, LLC	$838K	$444.6M
FMR LLC	$292.0M	$106K
JPMorgan Chase & Co	$201.2M	$4.6M
LPL Financial LLC	$121.7M	$37.7M
Focus Partners Wealth	$38.6M	$114.7M
Mercer Global Advisors Inc.	$144.1M	$3.6M
Savvy Advisors, Inc.	$109.3M	$1.8M
Brighton Jones LLC	$876K	$87.8M
Wealthspire Advisors, LLC	$544K	$80.5M
Focus Partners Advisor Solutions, LLC	$10.1M	$62.8M
Morgan Stanley	$70.2M	$377K
Envestnet Asset Management Inc.	$32.5M	$18.3M
Osaic Holdings, Inc.	$35.9M	$5.8M
OneDigital Investment Advisors LLC	$14.4M	$24.0M

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: IVLU institutional holders, DFGR institutional holders.

Frequently asked questions

How much do IVLU and DFGR overlap?

0.2% by weight, with 5 holdings in common, using holdings for IVLU as of July 31, 2026 and DFGR as of July 31, 2026. The largest shared position is URW.

Do institutions hold both IVLU and DFGR?

110 Form 13F filers report positions in both, out of 607 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%.