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

DFAI and EFV share 41.8% of their weight across 348 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 EFV

41.8%

348 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

EFV

iShares MSCI EAFE Value ETF

Reported positions cover 98% of the fund, 382 positions · Apr 30, 2026

Top 10: 20.8%·Holdings of EFV

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

EFV vs DFAI side by side

DFAIDimensional International Core Equity Market ETF

1,551

stock positions reported to the SEC

50.7% of its weight is in 1,203 names EFV does not hold

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

4.0% of its weight is in 34 names DFAI does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
9.3%
13.8%
Energy
4.0%
6.2%
Basic Materials
3.5%
3.9%
Technology
3.2%
0.0%
Healthcare
3.2%
2.7%
Consumer Cyclical
0.0%
2.0%

The widest gap is Financial Services: EFV has 4.4 points more of it.

The figures side by side

DFAIEFV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,551382
Weight of the ten largest8.8%20.8%
Largest positionSHEL 1.1%HSBC 2.8%
Held alone1,203 positions, 50.7%34 positions, 4.0%
Covered by stock positions93%98%

Holdings they share

StockIn DFAIIn EFVCounted
SHELSHELL PLC1.05%2.27%1.05%
HSBCHS Holdings Co.,Ltd.1.04%2.77%1.04%
ROCHE HOLDING AG1.00%2.57%1.00%
MUFGMitsubishi Corporation0.91%2.67%0.91%
NESTLE S.A.0.90%2.29%0.90%
TTETOTALENERGIES SE0.65%1.62%0.65%
TMTOYOTA MOTOR CORPORATION0.64%1.59%0.64%
BHPBHP GROUP LIMITED0.56%1.76%0.56%
BPBP P.L.C.0.56%1.09%0.56%
SIEMENS AKTIENGESELLSCHAFT0.55%1.29%0.55%

What each holds alone

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

Only in DFAI

AZNASTRAZENECA PLC0.95%
RYROYAL BANK OF CANADA0.91%
TDTHE TORONTO-DOMINION BANK0.61%
FUJIKURA LTD.0.51%
ADVANTEST CORPORATION0.49%
LVMH MOET HENNESSY LOUIS VUITTON SE0.48%
TOKYO ELECTRON LIMITED0.48%
SIEMENS ENERGY AG0.47%
ROLLS-ROYCE HOLDINGS PLC0.46%
SAPSAPPORO HOLDINGS LIMITED0.46%

Only in EFV

INVESTOR AKTIEBOLAG0.65%
SOFTBANK GROUP CORP.0.39%
IXORIX CORPORATION0.34%
JAPAN POST BANK CO.,LTD.0.27%
AERAerCap Holdings N.V.0.21%
3I GROUP PLC0.20%
KYOCERA CORPORATION0.20%
KIOXIA HOLDINGS CORPORATION0.14%
SUMITOMO METAL MINING CO., LTD.0.13%
DSM-FIRMENICH AG0.11%

Questions people ask

Is DFAI the same as EFV?

41.8% of their weight sits in the same 348 holdings. DFAI also reports AZN, RY, TD, which the other does not. EFV also reports INVESTOR AKTIEBOLAG, SOFTBANK GROUP CORP., IX, which the other does not.

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

Which holds more, EFV or DFAI?

DFAI reports 1,551 stock positions and EFV reports 382. 50.7% of DFAI's weight sits in names EFV does not hold, and 4.0% of EFV's weight in names DFAI does not hold. The ten largest positions are 8.8% of DFAI and 20.8% of EFV.

How do DFAI and EFV differ by sector?

The widest gap is Financial Services: EFV has 4.4 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.