DFAC vs SPTM overlap - what they share and where they differ

DFAC and SPTM share 67.2% of their weight across 895 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.

DFAC and SPTM

67.2%

895 shared positions

DFAC

Dimensional U.S. Core Equity 2 ETF

Reported positions cover 99% of the fund, 1,498 positions · Apr 30, 2026

Top 10: 26.7%·Holdings of DFAC

SPTM

State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

Reported positions cover 100% of the fund, 1,051 positions · Jun 30, 2026

Top 10: 34.9%·Holdings of SPTM

Reported positions cover DFAC 99%, SPTM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPTM vs DFAC side by side

DFACDimensional U.S. Core Equity 2 ETF

1,498

stock positions reported to the SEC

14.4% of its weight is in 603 names SPTM does not hold

SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

1,051

stock positions reported to the SEC

8.4% of its weight is in 156 names DFAC does not hold

Where each fund's weight sits

DFAC
SPTM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
36.8%
46.5%
Financial Services
12.4%
9.9%
Consumer Cyclical
10.6%
9.9%
Healthcare
9.6%
9.4%
Industrials
7.2%
4.4%

The widest gap is Technology: SPTM has 9.8 points more of it.

The figures side by side

DFACSPTM
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported1,4981,051
Weight of the ten largest26.7%34.9%
Largest positionNVDA 5.6%NVDA 6.9%
Held alone603 positions, 14.4%156 positions, 8.4%
Covered by stock positions99%100%

Holdings they share

StockIn DFACIn SPTMCounted
NVDANVIDIA CORPORATION5.60%6.92%5.60%
AAPLAPPLE INC.4.68%6.07%4.68%
MSFTMICROSOFT CORPORATION3.92%3.96%3.92%
GOOGLALPHABET INC.3.83%5.37%3.83%
AMZNAMAZON.COM, INC.3.06%3.33%3.06%
METAMETA PLATFORMS, INC.1.87%1.76%1.76%
AVGOBROADCOM INC.0.95%2.56%0.95%
LLYELI LILLY AND COMPANY0.87%1.35%0.87%
JNJJOHNSON & JOHNSON0.82%0.88%0.82%
BRK.ABERKSHIRE HATHAWAY INC.0.71%1.31%0.71%

What each holds alone

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

Only in DFAC

JPMORGAN CHASE & CO.1.00%
EXXON MOBIL CORPORATION0.88%
LINDE PUBLIC LIMITED COMPANY0.30%
GENERAL ELECTRIC COMPANY0.24%
TJXTHE TJX COMPANIES, INC.0.22%
TRVThe Travelers Companies, Inc.0.21%
LNGCHENIERE ENERGY, INC.0.18%
FERGFERGUSON ENTERPRISES INC.0.16%
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY0.16%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY0.16%

Only in SPTM

JPMORGAN CHASE & CO1.25%
EXXON MOBIL CORP0.81%
GENERAL ELECTRIC CO0.55%
LINLinde PLC0.34%
STXSeagate Technology Holdings PLC0.31%
EATON CORP PLC0.24%
TJX COS INC/THE0.24%
WELLWelltower Inc0.22%
LOWE'S COS INC0.18%
PLDPrologis Inc0.18%

Questions people ask

Is DFAC the same as SPTM?

67.2% of their weight sits in the same 895 holdings. DFAC also reports JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, LINDE PUBLIC LIMITED COMPANY, which the other does not. SPTM also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between DFAC and SPTM 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 DFAC and 100% of SPTM, so the number cannot exceed the smaller coverage.

Which holds more, SPTM or DFAC?

DFAC reports 1,498 stock positions and SPTM reports 1,051. 14.4% of DFAC's weight sits in names SPTM does not hold, and 8.4% of SPTM's weight in names DFAC does not hold. The ten largest positions are 26.7% of DFAC and 34.9% of SPTM.

How do DFAC and SPTM differ by sector?

The widest gap is Technology: SPTM has 9.8 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.

Other pairs with these funds

SPTM against other funds in the table

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.