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

DFIC and IEFA share 54.5% of their weight across 1,312 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.

DFIC and IEFA

54.5%

1,312 shared positions

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

IEFA

iShares Core MSCI EAFE ETF

Reported positions cover 97% of the fund, 1,568 positions · Apr 30, 2026

Top 10: 12.0%·Holdings of IEFA

Reported positions cover DFIC 90%, IEFA 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IEFA vs DFIC side by side

DFICDimensional International Core Equity 2 ETF

1,937

stock positions reported to the SEC

17.4% of its weight is in 625 names IEFA does not hold

IEFAiShares Core MSCI EAFE ETF

1,568

stock positions reported to the SEC

8.3% of its weight is in 256 names DFIC does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
6.2%
8.5%
Technology
1.7%
5.1%
Healthcare
1.7%
4.6%
Basic Materials
3.6%
0.0%
Energy
2.8%
2.8%
Consumer Cyclical
0.0%
1.8%

The widest gap is Basic Materials: DFIC has 3.6 points more of it.

The figures side by side

DFICIEFA
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,9371,568
Weight of the ten largest6.4%12.0%
Largest positionNODK 1.2%ASML 2.2%
Held alone625 positions, 17.4%256 positions, 8.3%
Covered by stock positions90%97%

Holdings they share

StockIn DFICIn IEFACounted
NODKNilorngruppen AB1.19%0.93%0.93%
TTETOTALENERGIES SE0.82%0.73%0.73%
NESTLE S.A.0.63%1.03%0.63%
TMTOYOTA MOTOR CORPORATION0.56%0.71%0.56%
ROCHE HOLDING AG0.53%1.18%0.53%
RIORIO TINTO LIMITED0.52%0.63%0.52%
AZNASTRAZENECA PLC0.46%1.16%0.46%
DEUTSCHE TELEKOM AG0.45%0.47%0.45%
MUFGMitsubishi Corporation0.45%1.21%0.45%
BHPBHP GROUP LIMITED0.42%0.79%0.42%

What each holds alone

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

Only in DFIC

RYROYAL BANK OF CANADA0.81%
SUSuncor Energy Inc.0.38%
CNQCANADIAN NATURAL RESOURCES LIMITED0.36%
TDTHE TORONTO-DOMINION BANK0.36%
NBHCNATIONAL BANK OF CANADA0.28%
CVECenovus Energy Incorporation .0.27%
KGCKINROSS GOLD CORPORATION0.27%
AEMAGNICO EAGLE MINES LIMITED0.23%
FAIRFAX FINANCIAL HOLDINGS LIMITED0.23%
BBARRICK MINING CORPORATION0.22%

Only in IEFA

SHELSHELL PLC1.02%
SOFTBANK GROUP CORP.0.50%
ULUNILEVER PLC0.50%
INVESTOR AKTIEBOLAG0.29%
SPOTSPOTIFY TECHNOLOGY S.A.0.28%
RELXRELX PLC0.26%
PROSUS N.V.0.25%
ARGXargenx SE0.19%
DEODIAGEO PLC0.18%
KIOXIA HOLDINGS CORPORATION0.18%

Questions people ask

Is DFIC the same as IEFA?

54.5% of their weight sits in the same 1,312 holdings. DFIC also reports RY, SU, CNQ, which the other does not. IEFA also reports SHEL, SOFTBANK GROUP CORP., UL, which the other does not.

How is the overlap between DFIC and IEFA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 90% of DFIC and 97% of IEFA, so the number cannot exceed the smaller coverage.

Which holds more, IEFA or DFIC?

DFIC reports 1,937 stock positions and IEFA reports 1,568. 17.4% of DFIC's weight sits in names IEFA does not hold, and 8.3% of IEFA's weight in names DFIC does not hold. The ten largest positions are 6.4% of DFIC and 12.0% of IEFA.

How do DFIC and IEFA differ by sector?

The widest gap is Basic Materials: DFIC has 3.6 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.

Other pairs with these funds

IEFA 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.