Fund comparison · from official SEC filings
BRES vs DFUS: how much do they overlap?
Burney U.S. Equity Select ETF and Dimensional U.S. Equity Market ETF
vs
Shared holdings
Company
BRES
DFUS
N
NVDANVIDIA CORP
3.26%
6.88%
A
AAPLAPPLE INC
3.69%
5.78%
M
MSFTMICROSOFT CORP
2.07%
4.46%
A
AMZNAMAZON.COM INC
1.62%
3.79%
A
AVGOBROADCOM INC
3.57%
2.86%
G
GOOGLALPHABET INC-CL A
3.54%
3.26%
G
GOOGALPHABET INC-CL C
0.49%
2.70%
A
ANETARISTA NETWORKS INC
2.67%
0.27%
L
LRCXLAM RESEARCH CORP
2.29%
0.49%
M
MCKMCKESSON CORP
2.00%
0.15%
M
METAMETA PLATFORMS INC-CLASS A
2.00%
1.98%
A
ALSNALLISON TRANSMISSION HOLDING
1.81%
0.02%
T
TSLATESLA INC
0.07%
1.75%
C
CBOECBOE GLOBAL MARKETS INC
1.73%
0.05%
T
TRGPTARGA RESOURCES CORP
1.64%
0.08%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.93%
1.29%
J
JPMJPMORGAN CHASE & CO
1.21%
1.24%
C
COFCAPITAL ONE FINANCIAL CORP
1.22%
0.18%
P
PANWPALO ALTO NETWORKS INC
1.20%
0.21%
M
MPWRMONOLITHIC POWER SYSTEMS INC
1.17%
0.12%
L
LLYELI LILLY & CO
0.50%
1.11%
P
PHPARKER HANNIFIN CORP
1.09%
0.17%
N
NFLXNETFLIX INC
0.99%
0.58%
C
CORCENCORA INC
0.96%
0.09%
E
EXMOCEXXON MOBIL CORP
0.23%
0.95%
Only in BRES
B
BRNYBURNEY US FACTOR ROTATION
2.39%
O
OHIOMEGA HEALTHCARE INVESTORS
0.48%
F
FGXXXFIRST AM GOVT OBLIG-X
0.42%
S
SPYSS SPDR S&P 500 ETF TRUST-US
0.41%
I
IVVISHARES CORE S&P 500 ETF
0.40%
F
FNVFRANCO-NEVADA CORP
0.38%
Q
QQQINVESCO QQQ TRUST SERIES 1
0.34%
I
IRMIRON MOUNTAIN INC
0.25%
V
VTIVANGUARD TOTAL STOCK MKT ETF
0.25%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.24%
S
SLFSUN LIFE FINANCIAL INC
0.22%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
0.22%
V
VBVANGUARD SMALL-CAP ETF
0.21%
G
GLPIGAMING AND LEISURE PROPERTIE
0.20%
S
SPYVSS SPDR P S&P 500 VALUE ETF
0.18%
S
SPGSIMON PROPERTY GROUP INC
0.16%
V
VOOVANGUARD S&P 500 ETF
0.15%
N
NGGNATIONAL GRID PLC-SP ADR
0.15%
L
LAMRLAMAR ADVERTISING CO-A
0.09%
B
BBARRICK MINING CORP
0.09%
A
AERAERCAP HOLDINGS NV
0.08%
A
ASML 1.375 07.07.26ASML HOLDING NV
0.08%
A
AZNSASTRAZENECA PLC
0.08%
B
BYDBOYD GAMING CORP
0.08%
V
VUGVANGUARD GROWTH ETF
0.08%
Only in DFUS
?
—DIMENSIONAL FUND ADVISORS LP
1.40%
S
SNDKSANDISK CORP
0.24%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
M
MDTMEDTRONIC PLC
0.15%
A
ACNACCENTURE PLC-CL A
0.14%
J
JCIJOHNSON CONTROLS INTERNATION
0.13%
U
UPSUNITED PARCEL SERVICE-CL B
0.12%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.11%
A
AEPAMERICAN ELECTRIC POWER
0.11%
S
SPOTSPOTIFY TECHNOLOGY SA
0.10%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.10%
D
DASHDOORDASH INC - A
0.10%
B
BEBLOOM ENERGY CORP- A
0.10%
N
NETCLOUDFLARE INC - CLASS A
0.10%
C
COHRCOHERENT CORP
0.09%
O
OKEONEOK INC
0.09%
L
LNGCHENIERE ENERGY INC
0.09%
A
APOAPOLLO GLOBAL MANAGEMENT INC
0.08%
T
TERTERADYNE INC
0.08%
C
CVNACARVANA CO
0.08%
F
FERGFERGUSON ENTERPRISES INC
0.08%
N
NKENIKE INC -CL B
0.07%
A
AJGARTHUR J GALLAGHER & CO
0.07%
B
BDXBECTON DICKINSON AND CO
0.06%
N
NDAQNASDAQ INC
0.06%
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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.