DFIV vs EFA overlap - what they share and where they differ
DFIV and EFA share 35.3% of their weight across 287 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 EFA
35.3%
287 shared positions
DFIV
Dimensional International Value ETF
Reported positions cover 91% of the fund, 513 positions · Jul 31, 2026
Top 10: 14.6%·Holdings of DFIV
EFA
iShares MSCI EAFE ETF
Reported positions cover 98% of the fund, 628 positions · Jul 31, 2026
Top 10: 14.4%·Holdings of EFA
Reported positions cover DFIV 91%, EFA 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
EFA vs DFIV side by side
DFIVDimensional International Value ETF
513
stock positions reported to the SEC
19.0% of its weight is in 226 names EFA does not hold
EFAiShares MSCI EAFE ETF
628
stock positions reported to the SEC
52.6% of its weight is in 341 names DFIV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: EFA has 5.1 points more of it.
The figures side by side
| DFIV | EFA | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 513 | 628 |
| Weight of the ten largest | 14.6% | 14.4% |
| Largest position | TTE 2.1% | ASML 2.9% |
| Held alone | 226 positions, 19.0% | 341 positions, 52.6% |
| Covered by stock positions | 91% | 98% |
Holdings they share
| Stock | In DFIV | In EFA | Counted |
|---|---|---|---|
| BANCO SANTANDER, S.A. | 1.93% | 0.93% | 0.93% |
| TMTOYOTA MOTOR CORPORATION | 1.78% | 0.81% | 0.81% |
| SHELSHELL PLC | 0.79% | 1.17% | 0.79% |
| TTETOTALENERGIES SE | 2.05% | 0.79% | 0.79% |
| UBS GROUP AG | 0.77% | 0.76% | 0.76% |
| HSBCHSBC HOLDINGS PLC | 0.74% | 1.66% | 0.74% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.01% | 0.71% | 0.71% |
| NODKNishi-Nippon Financial Holdings, Inc. | 0.75% | 0.68% | 0.68% |
| BPBP P.L.C. | 0.67% | 0.65% | 0.65% |
| MUFGMitsubishi Corporation | 0.61% | 1.49% | 0.61% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in DFIV
Only in EFA
Questions people ask
Is DFIV the same as EFA?
35.3% of their weight sits in the same 287 holdings. DFIV also reports TD, SU, BMO, which the other does not. EFA also reports ASML, ROCHE HOLDING AG, NVS, which the other does not.
How is the overlap between DFIV and EFA measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 91% of DFIV and 98% of EFA, so the number cannot exceed the smaller coverage.
Which holds more, EFA or DFIV?
DFIV reports 513 stock positions and EFA reports 628. 19.0% of DFIV's weight sits in names EFA does not hold, and 52.6% of EFA's weight in names DFIV does not hold. The ten largest positions are 14.6% of DFIV and 14.4% of EFA.
How do DFIV and EFA differ by sector?
The widest gap is Healthcare: EFA has 5.1 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.