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

DFAI and DFIC share 67.0% of their weight across 1,516 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.

DFAI and DFIC

67.0%

1,516 shared positions

DFAI

Dimensional International Core Equity Market ETF

Reported positions cover 93% of the fund, 1,551 positions · Apr 30, 2026

Top 10: 8.8%·Holdings of DFAI

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 DFAI 93%, 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 DFAI side by side

DFAIDimensional International Core Equity Market ETF

1,551

stock positions reported to the SEC

2.5% of its weight is in 35 names DFIC does not hold

DFICDimensional International Core Equity 2 ETF

1,937

stock positions reported to the SEC

4.3% of its weight is in 421 names DFAI does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
9.3%
6.2%
Energy
4.0%
2.8%
Basic Materials
3.5%
3.6%
Technology
3.2%
1.7%
Healthcare
3.2%
1.7%

The widest gap is Financial Services: DFAI has 3.1 points more of it.

The figures side by side

DFAIDFIC
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,5511,937
Weight of the ten largest8.8%6.4%
Largest positionSHEL 1.1%NODK 1.2%
Held alone35 positions, 2.5%421 positions, 4.3%
Covered by stock positions93%90%

Holdings they share

StockIn DFAIIn DFICCounted
RYROYAL BANK OF CANADA0.91%0.81%0.81%
NODKNippon Ski Resort Development Co Ltd0.73%1.19%0.73%
TTETOTALENERGIES SE0.65%0.82%0.65%
NESTLE S.A.0.90%0.63%0.63%
TMTOYOTA MOTOR CORPORATION0.64%0.56%0.56%
ROCHE HOLDING AG1.00%0.53%0.53%
RIORIO TINTO LIMITED0.51%0.52%0.51%
AZNASTRAZENECA PLC0.95%0.46%0.46%
DEUTSCHE TELEKOM AG0.49%0.45%0.45%
MUFGMitsubishi Corporation0.91%0.45%0.45%

What each holds alone

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

Only in DFAI

SHELSHELL PLC1.05%
ULUNILEVER PLC0.37%
RELXRELX PLC0.22%
DEODIAGEO PLC0.16%
STMSTMicroelectronics N.V.0.09%
INTERCONTINENTAL HOTELS GROUP PLC0.08%
PHGKoninklijke Philips N.V.0.06%
ARCELORMITTAL SA0.04%
ARGXargenx SE0.04%
EQTEQT HOLDINGS LIMITED0.03%

Only in DFIC

AKER SOLUTIONS ASA0.02%
BALFOUR BEATTY PLC0.02%
CHORUS LIMITED0.02%
DEME GROUP NV0.02%
DOOBRP Inc.0.02%
H. LUNDBECK A/S0.02%
STRABAG SE0.02%
THE KIYO BANK, LTD.0.02%
1&1 AG0.01%
A&D HOLON HOLDINGS COMPANY, LIMITED0.01%

Questions people ask

Is DFAI the same as DFIC?

67.0% of their weight sits in the same 1,516 holdings. DFAI also reports SHEL, UL, RELX, which the other does not. DFIC also reports AKER SOLUTIONS ASA, BALFOUR BEATTY PLC, CHORUS LIMITED, which the other does not.

How is the overlap between DFAI 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 93% of DFAI and 90% of DFIC, so the number cannot exceed the smaller coverage.

Which holds more, DFIC or DFAI?

DFAI reports 1,551 stock positions and DFIC reports 1,937. 2.5% of DFAI's weight sits in names DFIC does not hold, and 4.3% of DFIC's weight in names DFAI does not hold. The ten largest positions are 8.8% of DFAI and 6.4% of DFIC.

How do DFAI and DFIC differ by sector?

The widest gap is Financial Services: DFAI has 3.1 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.