AVUV vs DFSV overlap - what they share and where they differ

AVUV and DFSV share 40.2% of their weight across 437 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.

AVUV and DFSV

40.2%

437 shared positions

AVUV

Avantis U.S. Small Cap Value ETF

Reported positions cover 100% of the fund, 673 positions · May 31, 2026

Top 10: 8.7%·Holdings of AVUV

DFSV

Dimensional US Small Cap Value ETF

Reported positions cover 100% of the fund, 833 positions · Apr 30, 2026

Top 10: 7.3%·Holdings of DFSV

Reported positions cover AVUV 100%, DFSV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DFSV vs AVUV side by side

AVUVAvantis U.S. Small Cap Value ETF

673

stock positions reported to the SEC

31.1% of its weight is in 236 names DFSV does not hold

DFSVDimensional US Small Cap Value ETF

833

stock positions reported to the SEC

50.2% of its weight is in 396 names AVUV does not hold

Where each fund's weight sits

AVUV
DFSV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
24.1%
24.7%
Industrials
17.0%
13.4%
Consumer Cyclical
13.8%
14.6%
Technology
8.6%
10.2%
Energy
9.8%
9.5%

The widest gap is Industrials: AVUV has 3.6 points more of it.

The figures side by side

AVUVDFSV
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported673833
Weight of the ten largest8.7%7.3%
Largest positionVSAT 1.4%DINO 0.8%
Held alone236 positions, 31.1%396 positions, 50.2%
Covered by stock positions100%100%

Holdings they share

StockIn AVUVIn DFSVCounted
VSATViasat Inc1.39%0.53%0.53%
NOVNOV Inc0.58%0.50%0.50%
AVTAvnet Inc0.86%0.47%0.47%
LEALear Corp0.89%0.45%0.45%
SMSM Energy Co0.86%0.44%0.44%
MTGMGIC Investment Corp0.51%0.42%0.42%
MURMurphy Oil Corp0.57%0.41%0.41%
COLBColumbia Banking System Inc0.40%0.57%0.40%
KEXKirby Corp0.40%0.49%0.40%
RIGTransocean Ltd0.40%0.45%0.40%

What each holds alone

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

Only in AVUV

SNEXStoneX Group Inc0.77%
FIVEFive Below Inc0.72%
IRDMIridium Communications Inc0.71%
CBTCabot Corp0.70%
LNTHLantheus Holdings Inc0.70%
PLXSPlexus Corp0.69%
AROCArchrock Inc0.61%
PSMTPriceSmart Inc0.60%
NOBLE CORP PLC0.57%
WFRDWeatherford International PLC0.57%

Only in DFSV

DINOHF SINCLAIR CORPORATION0.81%
OVVOVINTIV INC.0.80%
APAAPA CORPORATION0.77%
BWABORGWARNER INC.0.76%
IVZINVESCO LTD0.74%
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.0.71%
WCCWESCO INTERNATIONAL, INC.0.71%
WEBSTER FINANCIAL CORPORATION0.67%
AMKRAMKOR TECHNOLOGY, INC.0.65%
DARDARLING INGREDIENTS INC.0.65%

Questions people ask

Is AVUV the same as DFSV?

40.2% of their weight sits in the same 437 holdings. AVUV also reports SNEX, FIVE, IRDM, which the other does not. DFSV also reports DINO, OVV, APA, which the other does not.

How is the overlap between AVUV and DFSV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AVUV and 100% of DFSV, so the number cannot exceed the smaller coverage.

Which holds more, DFSV or AVUV?

AVUV reports 673 stock positions and DFSV reports 833. 31.1% of AVUV's weight sits in names DFSV does not hold, and 50.2% of DFSV's weight in names AVUV does not hold. The ten largest positions are 8.7% of AVUV and 7.3% of DFSV.

How do AVUV and DFSV differ by sector?

The widest gap is Industrials: AVUV has 3.6 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.