Fund comparison · from official SEC filings
ACARX vs DFUS: how much do they overlap?
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND and Dimensional U.S. Equity Market ETF
vs
Shared holdings
Company
ACARX
DFUS
N
NVDANVIDIA CORP
12.43%
6.88%
M
MSFTMICROSOFT CORP
7.88%
4.46%
A
AMZNAMAZON.COM INC
7.04%
3.79%
A
AAPLAPPLE INC
5.22%
5.78%
G
GOOGALPHABET INC-CL C
5.48%
2.70%
A
AVGOBROADCOM INC
4.70%
2.86%
M
METAMETA PLATFORMS INC-CLASS A
4.63%
1.98%
W
WDCWESTERN DIGITAL CORP
4.46%
0.22%
T
TSLATESLA INC
2.67%
1.75%
A
APPAPPLOVIN CORP-CLASS A
1.99%
0.15%
T
TLNTALEN ENERGY CORP
1.89%
0.02%
A
ALABASTERA LABS INC
1.81%
0.04%
Q
QXOQXO INC
1.46%
0.02%
G
GEVGE VERNOVA INC
1.15%
0.44%
L
LLYELI LILLY & CO
0.42%
1.11%
N
NTRANATERA INC
1.06%
0.04%
N
NFLXNETFLIX INC
0.91%
0.58%
M
MUMICRON TECHNOLOGY INC
0.37%
0.88%
R
ROKUROKU INC
0.83%
0.02%
V
VVISA INC-CLASS A SHARES
0.17%
0.82%
A
ARWRARROWHEAD PHARMACEUTICALS IN
0.72%
0.00%
A
ANETARISTA NETWORKS INC
0.68%
0.27%
C
CATCATERPILLAR INC
0.28%
0.62%
I
ISRGINTUITIVE SURGICAL INC
0.55%
0.24%
B
BIIBBIOGEN INC
0.54%
0.04%
Only in ACARX
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
5.48%
N
NBISNEBIUS GROUP NV
3.83%
?
—Databricks, Inc. Series J
1.25%
S
SESEA LTD-ADR
1.12%
?
—DISRUPTIVE TECHNOLOGY SOL
0.93%
?
—2026 VDC LP SPV
0.90%
?
—Disruptive Technology Solutions LI, LLC Series C
0.77%
W
WELLWELLTOWER INC
0.69%
M
MELIMERCADOLIBRE INC
0.68%
D
DTRXXBNY DREYFUS TREASURY OBLIGAT
0.67%
A
AZNASTRAZENECA PLC
0.63%
G
GFLGFL ENVIRONMENTAL INC-SUB VT
0.63%
A
ABVXABIVAX SA-ADR
0.61%
S
SHOPSHOPIFY INC - CLASS A
0.51%
C
CCJCAMECO CORP
0.51%
F
FIGRFIGURE TECHNOLOGY SOLUT-CL A
0.50%
?
—Figure AI Inc Class C
0.41%
?
—SB TECHNOLOGY CORP
0.40%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.38%
A
ASNDASCENDIS PHARMA A/S
0.31%
?
—ANTHROPIC PBC
0.29%
?
—Apptronik Series A-X1
0.26%
E
EQPTEQUIPMENTSHARE.COM INC-A
0.24%
?
—Databricks, Inc. Series L
0.22%
?
—Open AI Group PBC
0.20%
Only in DFUS
G
GOOGLALPHABET INC-CL A
3.26%
?
—DIMENSIONAL FUND ADVISORS LP
1.40%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.29%
J
JPMJPMORGAN CHASE & CO
1.24%
E
EXMOCEXXON MOBIL CORP
0.95%
W
WMTWALMART INC
0.86%
A
AMDADVANCED MICRO DEVICES
0.85%
J
JNJJOHNSON & JOHNSON
0.82%
I
INTCINTEL CORP
0.67%
C
COSTCOSTCO WHOLESALE CORP
0.67%
M
MAMASTERCARD INC - A
0.62%
A
ABBVABBVIE INC
0.56%
C
CVXCHEVRON CORP
0.55%
B
BACBANK OF AMERICA CORP
0.54%
C
CSCOCISCO SYSTEMS INC
0.54%
P
PGPROCTER & GAMBLE CO/THE
0.51%
L
LRCXLAM RESEARCH CORP
0.49%
H
HDHOME DEPOT INC
0.49%
K
KOCOCA-COLA CO/THE
0.48%
A
AMATAPPLIED MATERIALS INC
0.46%
G
GEGENERAL ELECTRIC
0.45%
O
ORCLORACLE CORP
0.41%
G
GSGOLDMAN SACHS GROUP INC
0.41%
P
PMPHILIP MORRIS INTERNATIONAL
0.38%
W
WFCWELLS FARGO & CO
0.38%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.