Fund comparison · from official SEC filings
DFSU vs IAK: how much do they overlap?
Dimensional US Sustainability Core 1 ETF and iShares U.S. Insurance ETF
vs
Shared holdings
Company
DFSU
IAK
C
CBCHUBB LTD
0.19%
13.60%
P
PGRPROGRESSIVE CORP
0.21%
13.33%
T
TRVTRAVELERS COS INC/THE
0.34%
7.24%
A
ALLALLSTATE CORP
0.18%
6.19%
M
METMETLIFE INC
0.24%
4.53%
A
AFLAFLAC INC
0.22%
4.49%
H
HIGHARTFORD INSURANCE GROUP INC
0.18%
4.49%
A
AIGAMERICAN INTERNATIONAL GROUP
0.14%
4.32%
A
ACGLARCH CAPITAL GROUP LTD
0.14%
4.08%
P
PRUPRUDENTIAL FINANCIAL INC
0.12%
4.05%
C
CINFCINCINNATI FINANCIAL CORP
0.09%
2.92%
M
MKLMARKEL GROUP INC
0.02%
2.87%
W
WRBWR BERKLEY CORP
0.06%
2.35%
P
PFGPRINCIPAL FINANCIAL GROUP
0.10%
2.12%
F
FNFFIDELITY NATIONAL FINANCIAL
0.09%
1.41%
U
UNMUNUM GROUP
0.06%
1.32%
G
GLGLOBE LIFE INC
0.07%
1.32%
A
AIZASSURANT INC
0.06%
1.30%
O
ORIOLD REPUBLIC INTL CORP
0.05%
1.08%
A
AFGAMERICAN FINANCIAL GROUP INC
0.06%
1.05%
P
PRIPRIMERICA INC
0.05%
0.95%
A
AXSAXIS CAPITAL HOLDINGS LTD
0.05%
0.94%
K
KNSLKINSALE CAPITAL GROUP INC
0.03%
0.90%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.01%
0.76%
F
FAFFIRST AMERICAN FINANCIAL
0.03%
0.73%
Only in DFSU
N
NVDANVIDIA CORP
6.67%
A
AAPLAPPLE INC
5.64%
A
AMZNAMAZON.COM INC
3.32%
M
METAMETA PLATFORMS INC-CLASS A
2.79%
G
GOOGLALPHABET INC-CL A
2.68%
?
—DIMENSIONAL FUND ADVISORS LP
2.47%
A
AVGOBROADCOM INC
2.41%
M
MSFTMICROSOFT CORP
2.37%
G
GOOGALPHABET INC-CL C
2.18%
J
JPMJPMORGAN CHASE & CO
1.47%
L
LLYELI LILLY & CO
1.17%
T
TSLATESLA INC
0.91%
J
JNJJOHNSON & JOHNSON
0.91%
V
VVISA INC-CLASS A SHARES
0.81%
W
WMTWALMART INC
0.68%
M
MAMASTERCARD INC - A
0.67%
N
NFLXNETFLIX INC
0.66%
C
CATCATERPILLAR INC
0.62%
A
ABBVABBVIE INC
0.61%
H
HDHOME DEPOT INC
0.60%
G
GSGOLDMAN SACHS GROUP INC
0.56%
K
KOCOCA-COLA CO/THE
0.51%
A
AMDADVANCED MICRO DEVICES
0.50%
B
BACBANK OF AMERICA CORP
0.47%
M
MRKMERCK & CO. INC.
0.47%
Only in IAK
L
LLOEWS CORP
2.15%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.64%
L
LMNDLEMONADE INC
0.47%
K
KMPRKEMPER CORP
0.21%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.20%
P
PRAPROASSURANCE CORP
0.15%
C
CNACNA FINANCIAL CORP
0.12%
R
ROOTROOT INC/OH -CLASS A
0.07%
?
—XAF FINANCIAL JUN26
0.00%
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Unwrap your portfolio →Other comparisons you might like
DFSU vs DFAUDimensional US Core Equity Market ETF
78% overlap
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77% overlap
DFSU vs DFACDimensional U.S. Core Equity 2 ETF
75% overlap
DFSU vs DFUSDimensional U.S. Equity Market ETF
74% overlap
DFSU vs SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
72% overlap
DFSU vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
72% overlap
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.