SCHE vs DFIS overlap
SCHE and DFIS overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHE: May 31, 2026, DFIS: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SCHE | DFIS | Overlap |
|---|---|---|---|
| Viohalco SAVIO | 0.01% | 0.00% | 0.00% |
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: SCHE, SEC Form N-PORT, May 31, 2026; DFIS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHE | DFIS |
|---|---|---|
| Jones Financial Companies LLLP | $84.1M | $2.2B |
| Creative Planning | $764.6M | $84.4M |
| Financial Engines Advisors L.L.C. | $548.4M | $666K |
| Natixis Advisors, LLC | $4.4M | $458.8M |
| HighTower Advisors, LLC | $343.6M | $11.4M |
| Northwestern Mutual Wealth Management Co | $115.2M | $42.5M |
| UBS Group AG | $32.4M | $98.1M |
| Envestnet Asset Management Inc. | $56.7M | $69.2M |
| Mather Group, LLC. | $76.8M | $47.8M |
| US Bancorp | $123.8M | $7K |
| Morgan Stanley | $83.0M | $1.5M |
| Assetmark, Inc. | $140K | $77.9M |
| Cerity Partners LLC | $32.7M | $44.4M |
| Mercer Global Advisors Inc. | $50.5M | $21.1M |
| Corient Private Wealth LP | $52.5M | $15.3M |
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: SCHE institutional holders, DFIS institutional holders.
Frequently asked questions
How much do SCHE and DFIS overlap?
0.0% by weight, with 1 holdings in common, using holdings for SCHE as of May 31, 2026 and DFIS as of July 31, 2026. The largest shared position is VIO.
Do institutions hold both SCHE and DFIS?
204 Form 13F filers report positions in both, out of 1,048 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%.