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

DFAI and EFG share 34.7% of their weight across 327 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 EFG

34.7%

327 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

EFG

iShares MSCI EAFE Growth ETF

Reported positions cover 98% of the fund, 351 positions · Apr 30, 2026

Top 10: 21.8%·Holdings of EFG

Reported positions cover DFAI 93%, EFG 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EFG vs DFAI side by side

DFAIDimensional International Core Equity Market ETF

1,551

stock positions reported to the SEC

57.3% of its weight is in 1,224 names EFG does not hold

EFGiShares MSCI EAFE Growth ETF

351

stock positions reported to the SEC

3.8% of its weight is in 24 names DFAI does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
3.2%
10.8%
Financial Services
9.3%
4.8%
Healthcare
3.2%
8.2%
Energy
4.0%
0.0%
Basic Materials
3.5%
0.0%
Consumer Cyclical
0.0%
2.1%

The widest gap is Technology: EFG has 7.6 points more of it.

The figures side by side

DFAIEFG
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,551351
Weight of the ten largest8.8%21.8%
Largest positionSHEL 1.1%ASML 5.5%
Held alone1,224 positions, 57.3%24 positions, 3.8%
Covered by stock positions93%98%

Holdings they share

StockIn DFAIIn EFGCounted
AZNASTRAZENECA PLC0.95%2.86%0.95%
NODKNippon Ski Resort Development Co Ltd0.73%0.96%0.73%
SIEMENS AKTIENGESELLSCHAFT0.55%0.77%0.55%
COMMONWEALTH BANK OF AUSTRALIA0.54%1.33%0.54%
FUJIKURA LTD.0.51%0.57%0.51%
ADVANTEST CORPORATION0.49%1.39%0.49%
LVMH MOET HENNESSY LOUIS VUITTON SE0.48%1.29%0.48%
SONYSony Group Corporation0.48%0.78%0.48%
TOKYO ELECTRON LIMITED0.48%1.28%0.48%
SIEMENS ENERGY AG0.47%1.60%0.47%

What each holds alone

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

Only in DFAI

SHELSHELL PLC1.05%
HSBCHS Holdings Co.,Ltd.1.04%
MUFGMitsubishi Corporation0.91%
RYROYAL BANK OF CANADA0.91%
NESTLE S.A.0.90%
TTETOTALENERGIES SE0.65%
TMTOYOTA MOTOR CORPORATION0.64%
TDTHE TORONTO-DOMINION BANK0.61%
BHPBHP GROUP LIMITED0.56%
BPBP P.L.C.0.56%

Only in EFG

SOFTBANK GROUP CORP.0.80%
SPOTSPOTIFY TECHNOLOGY S.A.0.68%
PROSUS N.V.0.62%
KIOXIA HOLDINGS CORPORATION0.29%
NBISNebius Group N.V.0.29%
RYANAIR HOLDINGS PUBLIC LIMITED COMPANY0.21%
JX ADVANCED METALS CORPORATION0.17%
3I GROUP PLC0.12%
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.0.09%
GRAB HOLDINGS LIMITED0.09%

Questions people ask

Is DFAI the same as EFG?

34.7% of their weight sits in the same 327 holdings. DFAI also reports SHEL, HSBC, MUFG, which the other does not. EFG also reports SOFTBANK GROUP CORP., SPOT, PROSUS N.V., which the other does not.

How is the overlap between DFAI and EFG 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 98% of EFG, so the number cannot exceed the smaller coverage.

Which holds more, EFG or DFAI?

DFAI reports 1,551 stock positions and EFG reports 351. 57.3% of DFAI's weight sits in names EFG does not hold, and 3.8% of EFG's weight in names DFAI does not hold. The ten largest positions are 8.8% of DFAI and 21.8% of EFG.

How do DFAI and EFG differ by sector?

The widest gap is Technology: EFG has 7.6 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.