DFSV vs VBR overlap - what they share and where they differ

DFSV and VBR share 28.9% of their weight across 354 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.

DFSV and VBR

28.9%

354 shared positions

DFSV

Dimensional US Small Cap Value ETF

Reported positions cover 100% of the fund, 833 positions · Apr 30, 2026

Top 10: 7.3%·Holdings of DFSV

VBR

VANGUARD SMALL-CAP VALUE INDEX FUND

Reported positions cover 100% of the fund, 817 positions · Jun 30, 2026

Top 10: 5.9%·Holdings of VBR

Reported positions cover DFSV 100%, VBR 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VBR vs DFSV side by side

DFSVDimensional US Small Cap Value ETF

833

stock positions reported to the SEC

28.0% of its weight is in 479 names VBR does not hold

VBRVANGUARD SMALL-CAP VALUE INDEX FUND

817

stock positions reported to the SEC

66.2% of its weight is in 463 names DFSV does not hold

Where each fund's weight sits

DFSV
VBR
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
24.7%
15.5%
Consumer Cyclical
14.6%
12.2%
Industrials
13.4%
0.0%
Technology
10.2%
13.1%
Real Estate
0.0%
10.7%
Healthcare
0.0%
9.9%

The widest gap is Industrials: DFSV has 13.4 points more of it.

The figures side by side

DFSVVBR
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported833817
Weight of the ten largest7.3%5.9%
Largest positionDINO 0.8%JBL 0.9%
Held alone479 positions, 28.0%463 positions, 66.2%
Covered by stock positions100%100%

Holdings they share

StockIn DFSVIn VBRCounted
WCCWESCO INTERNATIONAL, INC.0.71%0.36%0.36%
SNXTD SYNNEX CORPORATION0.33%0.41%0.33%
VTRSVIATRIS INC.0.33%0.40%0.33%
OVVOVINTIV INC.0.80%0.32%0.32%
SWKSTANLEY BLACK & DECKER, INC.0.48%0.31%0.31%
AMKRAMKOR TECHNOLOGY, INC.0.65%0.30%0.30%
BWABORGWARNER INC.0.76%0.29%0.29%
RVTYREVVITY, INC.0.32%0.27%0.27%
AAALCOA CORPORATION0.26%0.29%0.26%
ELANELANCO ANIMAL HEALTH INCORPORATED0.53%0.26%0.26%

What each holds alone

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

Only in DFSV

WEBSTER FINANCIAL CORPORATION0.67%
DARDARLING INGREDIENTS INC.0.65%
ZIONZIONS BANCORPORATION, NATIONAL ASSOCIATION0.60%
NOBLE CORPORATION PLC0.49%
SIRIUS XM HOLDINGS INC.0.47%
RIGTransocean Ltd.0.45%
FNBF.N.B. CORPORATION0.43%
TAYLOR MORRISON HOME CORPORATION0.42%
PRPERMIAN RESOURCES CORPORATION0.41%
LBRTLIBERTY ENERGY INC.0.34%

Only in VBR

JBLJabil Inc0.87%
NRGNRG Energy Inc0.66%
TPRTapestry Inc0.63%
ATOAtmos Energy Corp0.62%
WSMWilliams-Sonoma Inc0.59%
MRNAModerna Inc0.54%
SWSmurfit Westrock PLC0.52%
FFIVF5 Inc0.50%
USFDUS Foods Holding Corp0.48%
EXEExpand Energy Corp0.47%

Questions people ask

Is DFSV the same as VBR?

28.9% of their weight sits in the same 354 holdings. DFSV also reports WEBSTER FINANCIAL CORPORATION, DAR, ZION, which the other does not. VBR also reports JBL, NRG, TPR, which the other does not.

How is the overlap between DFSV and VBR measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DFSV and 100% of VBR, so the number cannot exceed the smaller coverage.

Which holds more, VBR or DFSV?

DFSV reports 833 stock positions and VBR reports 817. 28.0% of DFSV's weight sits in names VBR does not hold, and 66.2% of VBR's weight in names DFSV does not hold. The ten largest positions are 7.3% of DFSV and 5.9% of VBR.

How do DFSV and VBR differ by sector?

The widest gap is Industrials: DFSV has 13.4 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.