Fund comparison · from official SEC filings
DFUS vs FSUMX: how much do they overlap?
Dimensional U.S. Equity Market ETF and Fidelity Series Sustainable U.S. Market Fund
vs
DFUS and FSUMX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFUS
FSUMX
N
NVDANVIDIA CORP
6.88%
7.28%
A
AAPLAPPLE INC
5.78%
4.60%
M
MSFTMICROSOFT CORP
4.46%
3.30%
A
AMZNAMAZON.COM INC
3.79%
4.29%
G
GOOGALPHABET INC-CL C
2.70%
3.56%
G
GOOGLALPHABET INC-CL A
3.26%
3.22%
A
AVGOBROADCOM INC
2.86%
2.25%
E
EXMOCEXXON MOBIL CORP
0.95%
1.83%
T
TSLATESLA INC
1.75%
0.86%
J
JPMJPMORGAN CHASE & CO
1.24%
0.74%
G
GEVGE VERNOVA INC
0.44%
1.11%
L
LLYELI LILLY & CO
1.11%
1.02%
M
MUMICRON TECHNOLOGY INC
0.88%
1.02%
M
MRVLMARVELL TECHNOLOGY INC
0.21%
0.96%
W
WFCWELLS FARGO & CO
0.38%
0.94%
W
WMTWALMART INC
0.86%
0.32%
B
BACBANK OF AMERICA CORP
0.54%
0.85%
A
AMDADVANCED MICRO DEVICES
0.85%
0.49%
V
VVISA INC-CLASS A SHARES
0.82%
0.77%
G
GEGENERAL ELECTRIC
0.45%
0.79%
N
NFLXNETFLIX INC
0.58%
0.68%
I
INTCINTEL CORP
0.67%
0.57%
C
COSTCOSTCO WHOLESALE CORP
0.67%
0.16%
M
MAMASTERCARD INC - A
0.62%
0.49%
C
CATCATERPILLAR INC
0.62%
0.45%
Only in DFUS
M
METAMETA PLATFORMS INC-CLASS A
1.98%
?
—DIMENSIONAL FUND ADVISORS LP
1.40%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.29%
J
JNJJOHNSON & JOHNSON
0.82%
C
CVXCHEVRON CORP
0.55%
P
PMPHILIP MORRIS INTERNATIONAL
0.38%
P
PEPPEPSICO INC
0.32%
M
MCDMCDONALD'S CORP
0.31%
A
APHAMPHENOL CORP-CL A
0.27%
B
BABOEING CO/THE
0.27%
P
PFEPFIZER INC
0.23%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
B
BMYBRISTOL-MYERS SQUIBB CO
0.18%
V
VRTVERTIV HOLDINGS CO-A
0.18%
M
MOALTRIA GROUP INC
0.18%
C
CBCHUBB LTD
0.18%
P
PWRQUANTA SERVICES INC
0.16%
S
SOSOUTHERN CO/THE
0.16%
M
MDTMEDTRONIC PLC
0.15%
D
DUKDUKE ENERGY CORP
0.15%
T
TMUST-MOBILE US INC
0.14%
W
WMWASTE MANAGEMENT INC
0.14%
C
CMICUMMINS INC
0.14%
B
BXBLACKSTONE INC
0.13%
F
FCXFREEPORT-MCMORAN INC
0.12%
Only in FSUMX
?
—Fidelity Revere Street Trust
5.93%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.53%
S
SHELSHELL PLC-ADR
0.47%
W
WELLWELLTOWER INC
0.41%
?
—HONEYWELL INTERNATIONAL INC
0.37%
E
EQIXEQUINIX INC
0.32%
?
—CHICAGO MERCANTILE EXCH INC
0.27%
G
GSKGSK PLC-SPON ADR
0.26%
I
IMOIMPERIAL OIL LTD
0.25%
C
CLSCELESTICA INC
0.20%
A
AMTAMERICAN TOWER CORP
0.19%
U
UCBJFUCB SA
0.19%
D
DLRDIGITAL REALTY TRUST INC
0.19%
P
PLDPROLOGIS INC
0.18%
S
SHOPSHOPIFY INC - CLASS A
0.15%
A
AZNASTRAZENECA PLC
0.15%
C
CCICROWN CASTLE INC
0.12%
S
SNAPSNAP INC - A
0.09%
A
ATZAFARITZIA INC-SUBORDINATE VOTI
0.09%
S
SAPSAP SE-SPONSORED ADR
0.08%
A
ANFGFANTOFAGASTA PLC
0.08%
G
GPGIGPGI INC
0.08%
H
HLNHALEON PLC-ADR
0.07%
B
BDRBFBOMBARDIER INC-B
0.07%
A
ASMLASML HOLDING NV-NY REG SHS
0.07%
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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.