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

DFIV and DXJ share 6.6% of their weight across 13 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.

DFIV and DXJ

6.6%

13 shared positions

DFIV

Dimensional International Value ETF

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

Top 10: 14.1%·Holdings of DFIV

DXJ

WisdomTree Japan Hedged Equity Fund

Reported positions cover 96% of the fund, 396 positions · Mar 31, 2026

Top 10: 36.3%·Holdings of DXJ

Reported positions cover DFIV 90%, DXJ 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DXJ vs DFIV side by side

DFIVDimensional International Value ETF

449

stock positions reported to the SEC

83.9% of its weight is in 436 names DXJ does not hold

DXJWisdomTree Japan Hedged Equity Fund

396

stock positions reported to the SEC

66.4% of its weight is in 383 names DFIV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
12.8%
20.2%
Energy
6.8%
0.0%
Consumer Cyclical
2.7%
6.1%
Basic Materials
3.1%
0.1%
Healthcare
1.9%
2.1%
Technology
0.0%
0.9%

The widest gap is Financial Services: DXJ has 7.4 points more of it.

The figures side by side

DFIVDXJ
Filing dateApr 30, 2026Mar 31, 2026
Stock positions reported449396
Weight of the ten largest14.1%36.3%
Largest positionTTE 2.2%MUFG 7.8%
Held alone436 positions, 83.9%383 positions, 66.4%
Covered by stock positions90%96%

Holdings they share

StockIn DFIVIn DXJCounted
TMTOYOTA MOTOR CORPORATION1.86%4.56%1.86%
SMFGSUMITOMO CORPORATION1.35%5.30%1.35%
NODKNishi-Nippon Financial Holdings, Inc.0.64%3.96%0.64%
TAKTakeda Pharmaceutical Company Limited0.60%2.05%0.60%
MUFGMitsubishi Corporation0.57%7.77%0.57%
MFGMizuho Financial Group, Inc.0.51%2.31%0.51%
HMCHONDA MOTOR CO., LTD.0.32%1.47%0.32%
NMRNomura Holdings, Inc.0.28%0.77%0.28%
IDEMITSU KOSAN CO.,LTD.0.17%0.36%0.17%
AGCOAGC Inc.0.16%0.27%0.16%

What each holds alone

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

Only in DFIV

TTETOTALENERGIES SE2.23%
SANBanco Santander, S.A.1.83%
BASF SE1.39%
TDTHE TORONTO-DOMINION BANK1.32%
SUSuncor Energy Inc.1.17%
SOCIETE GENERALE SA0.99%
ENGIE SA0.98%
BMOBANK OF MONTREAL0.97%
EENI S.P.A.0.94%
ZURICH INSURANCE GROUP AG0.94%

Only in DXJ

TOKIO MARINE HOLDINGS INC.3.13%
MITSUI & CO LTD.2.44%
JAPAN TOBACCO INC2.42%
NTT INC.2.40%
ITOCHU CORP.1.82%
TOKYO ELECTRON LTD.1.69%
SHIN-ETSU CHEMICAL CO LTD.1.28%
SUMITOMO ELECTRIC INDUSTRIES LTD.1.21%
TOYOTA TSUSHO CORP.1.19%
MARUBENI CORP.1.18%

Questions people ask

Is DFIV the same as DXJ?

6.6% of their weight sits in the same 13 holdings. DFIV also reports TTE, SAN, BASF SE, which the other does not. DXJ also reports TOKIO MARINE HOLDINGS INC., MITSUI & CO LTD., JAPAN TOBACCO INC, which the other does not.

How is the overlap between DFIV and DXJ 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 DFIV and 96% of DXJ, so the number cannot exceed the smaller coverage.

Which holds more, DXJ or DFIV?

DFIV reports 449 stock positions and DXJ reports 396. 83.9% of DFIV's weight sits in names DXJ does not hold, and 66.4% of DXJ's weight in names DFIV does not hold. The ten largest positions are 14.1% of DFIV and 36.3% of DXJ.

How do DFIV and DXJ differ by sector?

The widest gap is Financial Services: DXJ has 7.4 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.