Fund comparison · from official SEC filings
DFSU vs SPTM: how much do they overlap?
Dimensional US Sustainability Core 1 ETF and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
DFSU and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFSU
SPTM
N
NVDANVIDIA CORP
6.67%
6.95%
A
AAPLAPPLE INC
5.64%
6.11%
M
MSFTMICROSOFT CORP
2.37%
4.50%
A
AMZNAMAZON.COM INC
3.32%
3.34%
M
METAMETA PLATFORMS INC-CLASS A
2.79%
2.05%
G
GOOGLALPHABET INC-CL A
2.68%
2.74%
A
AVGOBROADCOM INC
2.41%
2.41%
G
GOOGALPHABET INC-CL C
2.18%
2.20%
T
TSLATESLA INC
0.91%
1.71%
J
JPMJPMORGAN CHASE & CO
1.47%
1.30%
L
LLYELI LILLY & CO
1.17%
1.20%
J
JNJJOHNSON & JOHNSON
0.91%
0.97%
W
WMTWALMART INC
0.68%
0.89%
V
VVISA INC-CLASS A SHARES
0.81%
0.84%
M
MAMASTERCARD INC - A
0.67%
0.67%
N
NFLXNETFLIX INC
0.66%
0.66%
A
ABBVABBVIE INC
0.61%
0.63%
C
CATCATERPILLAR INC
0.62%
0.54%
H
HDHOME DEPOT INC
0.60%
0.54%
G
GSGOLDMAN SACHS GROUP INC
0.56%
0.41%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.15%
0.55%
P
PGPROCTER & GAMBLE CO/THE
0.35%
0.55%
A
AMDADVANCED MICRO DEVICES
0.50%
0.54%
B
BACBANK OF AMERICA CORP
0.47%
0.53%
K
KOCOCA-COLA CO/THE
0.51%
0.48%
Only in DFSU
?
—DIMENSIONAL FUND ADVISORS LP
2.47%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.19%
F
FERGFERGUSON ENTERPRISES INC
0.18%
L
LPLALPL FINANCIAL HOLDINGS INC
0.17%
M
MRVLMARVELL TECHNOLOGY INC
0.12%
S
SNSHARKNINJA INC
0.10%
S
SPOTSPOTIFY TECHNOLOGY SA
0.09%
Z
ZMZOOM COMMUNICATIONS INC
0.08%
S
SSNCSS&C TECHNOLOGIES HOLDINGS
0.08%
F
FWONKLIBERTY MEDIA CORP-FORMULA-C
0.08%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.08%
?
—DUPONT DE NEMOURS, INC.
0.07%
S
SOFISOFI TECHNOLOGIES INC
0.07%
F
FTAIFTAI AVIATION LTD
0.06%
I
IESCIES HOLDINGS INC
0.06%
A
AFRMAFFIRM HOLDINGS INC
0.06%
M
MDBMONGODB INC
0.06%
P
PLPLANET LABS PBC
0.06%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.06%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.05%
A
AXSAXIS CAPITAL HOLDINGS LTD
0.05%
I
IONQIONQ INC
0.05%
C
CPNGCOUPANG INC
0.05%
T
TOSTTOAST INC-CLASS A
0.05%
F
FLUTFLUTTER ENTERTAINMENT PLC-DI
0.05%
Only in SPTM
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
E
EXMOCEXXON MOBIL CORP
1.16%
C
COSTCOSTCO WHOLESALE CORP
0.72%
C
CVXCHEVRON CORP
0.64%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
M
MUMICRON TECHNOLOGY INC
0.62%
P
PMPHILIP MORRIS INTERNATIONAL
0.42%
L
LINLINDE PLC
0.38%
T
TAT&T INC
0.33%
N
NEENEXTERA ENERGY INC
0.32%
T
TXNTEXAS INSTRUMENTS INC
0.29%
C
COPCONOCOPHILLIPS
0.26%
B
BABOEING CO/THE
0.25%
H
HONHONEYWELL INTERNATIONAL INC
0.23%
W
WELLWELLTOWER INC
0.22%
P
PLDPROLOGIS INC
0.20%
L
LMTLOCKHEED MARTIN CORP
0.20%
M
MOALTRIA GROUP INC
0.18%
S
SOSOUTHERN CO/THE
0.18%
G
GLWCORNING INC
0.17%
D
DUKDUKE ENERGY CORP
0.17%
S
SBUXSTARBUCKS CORP
0.17%
E
EQIXEQUINIX INC
0.15%
W
WMBWILLIAMS COS INC
0.15%
F
FCXFREEPORT-MCMORAN INC
0.14%
Hold DFSU and SPTM together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.