IVE vs DFAC overlap
IVE and DFAC overlap 49.3% by weight, across 408 shared holdings.
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Top shared holdings
| Holding | IVE | DFAC | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.32% | 5.12% | 5.12% |
| Amazon.COM Inc.AMZN | 3.78% | 3.14% | 3.14% |
| JPMorgan ChaseJPM | 0.97% | 1.09% | 0.97% |
| Johnson&JohnsonJNJ | 0.86% | 0.84% | 0.84% |
| Exxon Mobil Corp.XOM | 1.95% | 0.82% | 0.82% |
| VISA Inc.-Class aV | 0.88% | 0.70% | 0.70% |
| Western DigitalWDC | 0.76% | 0.62% | 0.62% |
| Cisco SystemsCSCO | 0.75% | 0.54% | 0.54% |
| Chevron Corp.CVX | 1.07% | 0.52% | 0.52% |
| Procter & GamblePG | 1.18% | 0.47% | 0.47% |
| Mastercard Inc.-aMA | 0.47% | 0.53% | 0.47% |
| Merck & CoMRK | 1.09% | 0.46% | 0.46% |
| Abbvie Inc.ABBV | 0.83% | 0.44% | 0.44% |
| Costco WholesaleCOST | 1.43% | 0.41% | 0.41% |
| Coca-Cola Co/theKO | 0.63% | 0.40% | 0.40% |
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: IVE, SEC Form N-PORT, June 30, 2026; DFAC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVE | DFAC |
|---|---|---|
| Envestnet Asset Management Inc. | $5.3B | $612.7M |
| JPMorgan Chase & Co | $3.7B | $90.3M |
| Morgan Stanley | $3.4B | $25.4M |
| Mercer Global Advisors Inc. | $38.4M | $3.2B |
| LPL Financial LLC | $2.2B | $822.1M |
| Bank of America Corp. | $2.2B | $263.9M |
| Focus Partners Wealth | $273.7M | $1.9B |
| Forum Financial Management, LP | $1.7M | $1.9B |
| Wells Fargo & Company | $1.4B | $19.9M |
| UBS Group AG | $813.8M | $75.3M |
| Stifel Financial Corp. | $809.8M | $22.1M |
| Focus Partners Advisor Solutions, LLC | $5.6M | $781.1M |
| Cetera Investment Advisers | $696.1M | $83.6M |
| Apella Capital, LLC | $2.6M | $713.4M |
| Ameriprise Financial Inc. | $657.5M | $867K |
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: IVE institutional holders, DFAC institutional holders.
Frequently asked questions
How much do IVE and DFAC overlap?
49.3% by weight, with 408 holdings in common, using holdings for IVE as of June 30, 2026 and DFAC as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both IVE and DFAC?
631 Form 13F filers report positions in both, out of 2,353 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%.