LOWV vs DFJ overlap

LOWV and DFJ overlap 0.0% by weight, across 0 shared holdings.

LOWVDFJ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LOWV0.0% of the fund is in shared holdings, of 72

DFJ0.0% of the fund is in shared holdings, of 794

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: LOWV, SEC Form N-PORT, May 31, 2026; DFJ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 94 holding any

LOWV12.9% of its 13F dollars, 25.0% of its 20 holders

DFJ3.1% of its 13F dollars, 6.3% of its 79 holders

Largest institutions holding both

Firm	LOWV	DFJ
LPL Financial LLC	$23.9M	$5.7M
JPMorgan Chase & Co	$159K	$9K
AE Wealth Management LLC	$135K	$12K
Osaic Holdings, Inc.	$93K	$40K
Integrated Wealth Concepts LLC	$3K	$1K

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: LOWV institutional holders, DFJ institutional holders.

Frequently asked questions

How much do LOWV and DFJ overlap?

0.0% by weight, with 0 holdings in common, using holdings for LOWV as of May 31, 2026 and DFJ as of June 30, 2026.

Do institutions hold both LOWV and DFJ?

5 Form 13F filers report positions in both, out of 94 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%.