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

DFIV and IDV share 15.5% of their weight across 45 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 IDV

15.5%

45 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

IDV

iShares International Select Dividend ETF

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

Top 10: 27.9%·Holdings of IDV

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

IDV vs DFIV side by side

DFIVDimensional International Value ETF

449

stock positions reported to the SEC

75.0% of its weight is in 404 names IDV does not hold

IDViShares International Select Dividend ETF

97

stock positions reported to the SEC

35.8% of its weight is in 52 names DFIV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
12.8%
1.5%
Energy
6.8%
7.8%
Basic Materials
3.1%
2.8%
Consumer Cyclical
2.7%
0.0%
Healthcare
1.9%
0.0%
Technology
0.0%
1.2%

The widest gap is Financial Services: DFIV has 11.3 points more of it.

The figures side by side

DFIVIDV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported44997
Weight of the ten largest14.1%27.9%
Largest positionTTE 2.2%TTE 4.9%
Held alone404 positions, 75.0%52 positions, 35.8%
Covered by stock positions90%97%

Holdings they share

StockIn DFIVIn IDVCounted
TTETOTALENERGIES SE2.23%4.88%2.23%
EENI S.P.A.0.94%2.92%0.94%
ZURICH INSURANCE GROUP AG0.94%1.84%0.94%
THE BANK OF NOVA SCOTIA0.90%1.44%0.90%
ORANGE SA0.89%1.67%0.89%
SWISS RE AG0.83%1.07%0.83%
BRITISH AMERICAN TOBACCO P.L.C.0.67%3.63%0.67%
REPSOL, S.A.0.60%1.90%0.60%
ING GROEP N.V.0.58%1.65%0.58%
NWGNATWEST GROUP PLC0.54%1.46%0.54%

What each holds alone

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

Only in DFIV

TMTOYOTA MOTOR CORPORATION1.86%
SANBanco Santander, S.A.1.83%
BASF SE1.39%
SMFGSUMITOMO CORPORATION1.35%
TDTHE TORONTO-DOMINION BANK1.32%
SUSuncor Energy Inc.1.17%
SOCIETE GENERALE SA0.99%
ENGIE SA0.98%
BMOBANK OF MONTREAL0.97%
LYGLLOYDS BANKING GROUP PLC0.91%

Only in IDV

ENEL - SPA3.10%
IMPERIAL BRANDS PLC1.55%
NATURGY ENERGY GROUP, S.A.1.35%
KIA CORPORATION1.30%
SNAM S.P.A.1.21%
LEGAL & GENERAL GROUP PLC1.19%
EMAEMERA INCORPORATED1.06%
TELEPERFORMANCE SE0.95%
SIGNIFY N.V.0.89%
FDJ UNITED0.88%

Questions people ask

Is DFIV the same as IDV?

15.5% of their weight sits in the same 45 holdings. DFIV also reports TM, SAN, BASF SE, which the other does not. IDV also reports ENEL - SPA, IMPERIAL BRANDS PLC, NATURGY ENERGY GROUP, S.A., which the other does not.

How is the overlap between DFIV and IDV 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 97% of IDV, so the number cannot exceed the smaller coverage.

Which holds more, IDV or DFIV?

DFIV reports 449 stock positions and IDV reports 97. 75.0% of DFIV's weight sits in names IDV does not hold, and 35.8% of IDV's weight in names DFIV does not hold. The ten largest positions are 14.1% of DFIV and 27.9% of IDV.

How do DFIV and IDV differ by sector?

The widest gap is Financial Services: DFIV has 11.3 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.