AVDV vs DFIC overlap - what they share and where they differ

AVDV and DFIC share 6.1% of their weight across 198 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AVDV and DFIC

6.1%

198 shared positions

AVDV

Avantis International Small Cap Value ETF

Reported positions cover 99% of the fund, 1,097 positions · May 31, 2026

Top 10: 9.9%·Holdings of AVDV

DFIC

Dimensional International Core Equity 2 ETF

Reported positions cover 90% of the fund, 1,937 positions · Apr 30, 2026

Top 10: 6.4%·Holdings of DFIC

Reported positions cover AVDV 99%, DFIC 90% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DFIC vs AVDV side by side

AVDVAvantis International Small Cap Value ETF

1,097

stock positions reported to the SEC

67.6% of its weight is in 899 names DFIC does not hold

DFICDimensional International Core Equity 2 ETF

1,937

stock positions reported to the SEC

83.6% of its weight is in 1,739 names AVDV does not hold

Where each fund's weight sits

AVDV
DFIC
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
3.2%
6.2%
Basic Materials
5.0%
3.6%
Energy
1.1%
2.8%
Technology
1.1%
1.7%
Healthcare
0.0%
1.7%
Industrials
1.5%
0.0%

The widest gap is Financial Services: DFIC has 3.0 points more of it.

The figures side by side

AVDVDFIC
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported1,0971,937
Weight of the ten largest9.9%6.4%
Largest positionNODK 2.4%NODK 1.2%
Held alone899 positions, 67.6%1,739 positions, 83.6%
Covered by stock positions99%90%

Holdings they share

StockIn AVDVIn DFICCounted
NODKNisso Holdings Co Ltd2.36%1.19%1.19%
INTRInternet Initiative Japan Inc0.14%0.17%0.14%
HBMHudbay Minerals Inc0.67%0.12%0.12%
IAGIAMGOLD Corp0.38%0.12%0.12%
OGCOceanaGold Corp0.62%0.09%0.09%
CDECoeur Mining Inc0.61%0.08%0.08%
DOWDowa Holdings Co Ltd0.20%0.08%0.08%
NEXANS SA0.08%0.08%0.08%
NKT A/S0.42%0.08%0.08%
PHOENIX FINANCIAL LTD0.09%0.08%0.08%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AVDV

AT&S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AG1.70%
MITSUI KINZOKU CO LTD1.37%
CLAL INSURANCE ENTERPRISES HOLDINGS LTD0.74%
PERSEUS MINING LTD0.62%
WHITEHAVEN COAL LTD0.61%
SAIPEM SPA0.54%
SESSES SA0.54%
WHITECAP RESOURCES INC0.54%
TAMARACK VALLEY ENERGY LTD0.50%
VALLOUREC SACA0.45%

Only in DFIC

TTETOTALENERGIES SE0.82%
RYROYAL BANK OF CANADA0.81%
NESTLE S.A.0.63%
TMTOYOTA MOTOR CORPORATION0.56%
ROCHE HOLDING AG0.53%
RIORIO TINTO LIMITED0.52%
AZNASTRAZENECA PLC0.46%
DEUTSCHE TELEKOM AG0.45%
MUFGMitsubishi Corporation0.45%
BHPBHP GROUP LIMITED0.42%

Questions people ask

Is AVDV the same as DFIC?

6.1% of their weight sits in the same 198 holdings. AVDV also reports AT&S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AG, MITSUI KINZOKU CO LTD, CLAL INSURANCE ENTERPRISES HOLDINGS LTD, which the other does not. DFIC also reports TTE, RY, NESTLE S.A., which the other does not.

How is the overlap between AVDV and DFIC measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of AVDV and 90% of DFIC, so the number cannot exceed the smaller coverage.

Which holds more, DFIC or AVDV?

AVDV reports 1,097 stock positions and DFIC reports 1,937. 67.6% of AVDV's weight sits in names DFIC does not hold, and 83.6% of DFIC's weight in names AVDV does not hold. The ten largest positions are 9.9% of AVDV and 6.4% of DFIC.

How do AVDV and DFIC differ by sector?

The widest gap is Financial Services: DFIC has 3.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.