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

DFAI and DFIV share 36.4% of their weight across 439 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 DFIV

36.4%

439 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

DFIV

Dimensional International Value ETF

Reported positions cover 90% of the fund, 449 positions · Apr 30, 2026

Top 10: 14.1%·Holdings of DFIV

Reported positions cover DFAI 93%, DFIV 90% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DFIV vs DFAI side by side

DFAIDimensional International Core Equity Market ETF

1,551

stock positions reported to the SEC

51.6% of its weight is in 1,112 names DFIV does not hold

DFIVDimensional International Value ETF

449

stock positions reported to the SEC

0.1% of its weight is in 10 names DFAI does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
9.3%
12.8%
Energy
4.0%
6.8%
Basic Materials
3.5%
3.1%
Technology
3.2%
0.0%
Healthcare
3.2%
1.9%
Consumer Cyclical
0.0%
2.7%

The widest gap is Financial Services: DFIV has 3.4 points more of it.

The figures side by side

DFAIDFIV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,551449
Weight of the ten largest8.8%14.1%
Largest positionSHEL 1.1%TTE 2.2%
Held alone1,112 positions, 51.6%10 positions, 0.1%
Covered by stock positions93%90%

Holdings they share

StockIn DFAIIn DFIVCounted
SHELSHELL PLC1.05%0.82%0.82%
HSBCHS Holdings Co.,Ltd.1.04%0.68%0.68%
TTETOTALENERGIES SE0.65%2.23%0.65%
NODKNippon Ski Resort Development Co Ltd0.73%0.64%0.64%
TMTOYOTA MOTOR CORPORATION0.64%1.86%0.64%
TDTHE TORONTO-DOMINION BANK0.61%1.32%0.61%
MUFGMitsubishi Corporation0.91%0.57%0.57%
SMFGSumitomo Mitsui Trust Group, Inc.0.54%1.35%0.54%
DEUTSCHE TELEKOM AG0.49%0.53%0.49%
RIORIO TINTO LIMITED0.51%0.44%0.44%

What each holds alone

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

Only in DFAI

ROCHE HOLDING AG1.00%
AZNASTRAZENECA PLC0.95%
RYROYAL BANK OF CANADA0.91%
NESTLE S.A.0.90%
BHPBHP GROUP LIMITED0.56%
SIEMENS AKTIENGESELLSCHAFT0.55%
COMMONWEALTH BANK OF AUSTRALIA0.54%
FUJIKURA LTD.0.51%
ADVANTEST CORPORATION0.49%
LVMH MOET HENNESSY LOUIS VUITTON SE0.48%

Only in DFIV

DSM-FIRMENICH AG0.03%
AUSTEVOLL SEAFOOD ASA0.01%
CDLRCadeler A/S0.01%
DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT0.01%
FLETCHER BUILDING LIMITED0.01%
H. LUNDBECK A/S0.01%
HUSQVARNA AB0.01%
STOLT-NIELSEN LIMITED0.01%
TPGTPG TELECOM LIMITED0.01%
WILH. WILHELMSEN HOLDING ASA0.01%

Questions people ask

Is DFAI the same as DFIV?

36.4% of their weight sits in the same 439 holdings. DFAI also reports ROCHE HOLDING AG, AZN, RY, which the other does not. DFIV also reports DSM-FIRMENICH AG, AUSTEVOLL SEAFOOD ASA, CDLR, which the other does not.

How is the overlap between DFAI and DFIV 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 DFIV, so the number cannot exceed the smaller coverage.

Which holds more, DFIV or DFAI?

DFAI reports 1,551 stock positions and DFIV reports 449. 51.6% of DFAI's weight sits in names DFIV does not hold, and 0.1% of DFIV's weight in names DFAI does not hold. The ten largest positions are 8.8% of DFAI and 14.1% of DFIV.

How do DFAI and DFIV differ by sector?

The widest gap is Financial Services: DFIV has 3.4 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.