PRF vs DFLV overlap
PRF and DFLV overlap 49.3% by weight, across 317 shared holdings.
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Top shared holdings
| Holding | PRF | DFLV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 2.34% | 4.00% | 2.34% |
| Exxon Mobil Corp.XOM | 1.86% | 3.57% | 1.86% |
| Berkshire HATH-BBRK/B | 1.82% | 1.81% | 1.81% |
| JPMorgan ChaseJPM | 1.71% | 4.80% | 1.71% |
| Unitedhealth GRPUNH | 1.33% | 1.54% | 1.33% |
| Chevron Corp.CVX | 1.30% | 1.87% | 1.30% |
| Johnson&JohnsonJNJ | 1.13% | 2.38% | 1.13% |
| Micron TechMU | 0.88% | 2.30% | 0.88% |
| Bank of AmericaBAC | 1.27% | 0.85% | 0.85% |
| Cisco SystemsCSCO | 0.85% | 1.15% | 0.85% |
| Wells Fargo & CoWFC | 0.84% | 1.06% | 0.84% |
| Intel Corp.INTC | 1.78% | 0.81% | 0.81% |
| META Platforms-aMETA | 1.38% | 0.79% | 0.79% |
| Merck & CoMRK | 0.78% | 1.31% | 0.78% |
| Verizon CommunicVZ | 0.76% | 1.14% | 0.76% |
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: PRF, SEC Form N-PORT, July 31, 2026; DFLV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PRF | DFLV |
|---|---|---|
| Savant Capital, LLC | $2.2M | $1.0B |
| Bank of America Corp. | $589.6M | $40.5M |
| Envestnet Asset Management Inc. | $258.6M | $29.1M |
| LPL Financial LLC | $162.1M | $75.5M |
| Cetera Investment Advisers | $52.5M | $174.9M |
| Mariner, LLC | $163.6M | $42.6M |
| Waverly Advisors, LLC | $193.3M | $8.8M |
| Root Financial Partners, LLC | $498K | $186.4M |
| Vise Technologies, Inc. | $1.6M | $181.6M |
| Commonwealth Equity Services, LLC | $146.8M | $19.7M |
| Corient Private Wealth LP | $31.5M | $131.2M |
| Linscomb Wealth, Inc. | $104.3M | $34.3M |
| Pathstone Holdings, LLC | $28.0M | $102.3M |
| Cerity Partners LLC | $10.6M | $113.8M |
| Wells Fargo & Company | $121.3M | $424K |
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: PRF institutional holders, DFLV institutional holders.
Frequently asked questions
How much do PRF and DFLV overlap?
49.3% by weight, with 317 holdings in common, using holdings for PRF as of July 31, 2026 and DFLV as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both PRF and DFLV?
137 Form 13F filers report positions in both, out of 843 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%.