JIRE vs DFAX overlap
JIRE and DFAX overlap 17.7% by weight, across 192 shared holdings.
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Top shared holdings
| Holding | JIRE | DFAX | Overlap |
|---|---|---|---|
| Totalenergies SETTE | 0.81% | 0.55% | 0.55% |
| Nestle SA-REGNESN | 1.33% | 0.40% | 0.40% |
| Roper TechnologiROP | 1.32% | 0.39% | 0.39% |
| Toyota Motor7203 | 1.12% | 0.38% | 0.38% |
| Allianz SE-REGALIZF | 1.51% | 0.30% | 0.30% |
| Mitsubishi UFJ F8306 | 0.61% | 0.27% | 0.27% |
| Deutsche TelekomDTE | 0.72% | 0.26% | 0.26% |
| Advantest Corp.6857 | 0.81% | 0.26% | 0.26% |
| Bayer AG-REGBAYN | 0.43% | 0.26% | 0.26% |
| BHP Group Ltd.BHP | 1.16% | 0.25% | 0.25% |
| Unicredit SpaUCG | 1.33% | 0.24% | 0.24% |
| EngieENGI | 0.90% | 0.24% | 0.24% |
| SONY Group Corp.6758 | 0.86% | 0.24% | 0.24% |
| Infineon TechIFX | 0.82% | 0.23% | 0.23% |
| Rolls-Royce HOLDRR/ | 0.51% | 0.23% | 0.23% |
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: JIRE, SEC Form N-PORT, July 31, 2026; DFAX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JIRE | DFAX |
|---|---|---|
| JPMorgan Chase & Co | $4.7B | $58.1M |
| LPL Financial LLC | $550.0M | $303.1M |
| Envestnet Asset Management Inc. | $264.7M | $246.6M |
| Focus Partners Wealth | $1.2M | $382.9M |
| Commonwealth Equity Services, LLC | $155.9M | $163.9M |
| Factory Mutual Insurance Co | $137.9M | $177.1M |
| FMR LLC | $307.3M | $3.7M |
| Raymond James Financial Inc. | $152.5M | $96.8M |
| Allworth Financial LP | $25K | $242.9M |
| Assetmark, Inc. | $115.0M | $103.7M |
| Royal Bank of Canada | $28.7M | $142.3M |
| MML Investors Services, LLC | $165.0M | $5.6M |
| Cambridge Investment Research Advisors, Inc. | $86.2M | $68.7M |
| Cetera Investment Advisers | $109.2M | $42.5M |
| Janney Montgomery Scott LLC | $129.9M | $913K |
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: JIRE institutional holders, DFAX institutional holders.
Frequently asked questions
How much do JIRE and DFAX overlap?
17.7% by weight, with 192 holdings in common, using holdings for JIRE as of July 31, 2026 and DFAX as of July 31, 2026. The largest shared position is TTE.
Do institutions hold both JIRE and DFAX?
146 Form 13F filers report positions in both, out of 916 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%.