PRFZ vs DFGX overlap
PRFZ and DFGX 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: PRFZ, SEC Form N-PORT, July 31, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PRFZ | DFGX |
|---|---|---|
| Bank of America Corp. | $157.8M | $17.9M |
| LPL Financial LLC | $78.0M | $2.8M |
| Morgan Stanley | $72.6M | $15K |
| Raymond James Financial Inc. | $56.4M | $4.9M |
| Wells Fargo & Company | $57.5M | $102K |
| Market Street Wealth Management Advisors LLC | $751K | $39.6M |
| Envestnet Asset Management Inc. | $4.9M | $31.9M |
| Private Wealth Management Group, LLC | $10K | $34.1M |
| HighTower Advisors, LLC | $6.4M | $25.1M |
| Wealth Enhancement Advisory Services, LLC | $23.1M | $299K |
| Mariner, LLC | $12.5M | $5.4M |
| Private Advisor Group, LLC | $1.3M | $15.4M |
| Savant Capital, LLC | $1.9M | $14.7M |
| Integrity Alliance, LLC. | $2.6M | $13.6M |
| JMG Financial Group, Ltd. | $262K | $15.5M |
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: PRFZ institutional holders, DFGX institutional holders.
Frequently asked questions
How much do PRFZ and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PRFZ as of July 31, 2026 and DFGX as of July 31, 2026.
Do institutions hold both PRFZ and DFGX?
59 Form 13F filers report positions in both, out of 484 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%.