Fund comparison · from official SEC filings
DFUS vs IWV: how much do they overlap?
Dimensional U.S. Equity Market ETF and iShares Russell 3000 ETF
vs
DFUS and IWV are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFUS
IWV
N
NVDANVIDIA CORP
6.88%
6.42%
A
AAPLAPPLE INC
5.78%
5.75%
M
MSFTMICROSOFT CORP
4.46%
4.32%
A
AMZNAMAZON.COM INC
3.79%
3.14%
G
GOOGLALPHABET INC-CL A
3.26%
2.63%
A
AVGOBROADCOM INC
2.86%
2.25%
G
GOOGALPHABET INC-CL C
2.70%
2.14%
M
METAMETA PLATFORMS INC-CLASS A
1.98%
1.97%
T
TSLATESLA INC
1.75%
1.65%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.29%
1.39%
J
JPMJPMORGAN CHASE & CO
1.24%
1.26%
L
LLYELI LILLY & CO
1.11%
1.16%
E
EXMOCEXXON MOBIL CORP
0.95%
1.13%
J
JNJJOHNSON & JOHNSON
0.82%
0.93%
M
MUMICRON TECHNOLOGY INC
0.88%
0.59%
W
WMTWALMART INC
0.86%
0.85%
A
AMDADVANCED MICRO DEVICES
0.85%
0.52%
V
VVISA INC-CLASS A SHARES
0.82%
0.80%
C
COSTCOSTCO WHOLESALE CORP
0.67%
0.70%
I
INTCINTEL CORP
0.67%
0.31%
N
NFLXNETFLIX INC
0.58%
0.64%
M
MAMASTERCARD INC - A
0.62%
0.63%
C
CATCATERPILLAR INC
0.62%
0.52%
C
CVXCHEVRON CORP
0.55%
0.61%
A
ABBVABBVIE INC
0.56%
0.61%
Only in DFUS
?
—DIMENSIONAL FUND ADVISORS LP
1.40%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.22%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
N
NXPINXP SEMICONDUCTORS NV
0.11%
T
TELTE CONNECTIVITY PLC
0.09%
?
—CARNIVAL CORPORATION
0.04%
?
—DUPONT DE NEMOURS, INC.
0.03%
C
CRWVCOREWEAVE INC-CL A
0.02%
A
ALVAUTOLIV INC
0.01%
C
CRBGCOREBRIDGE FINANCIAL INC
0.01%
U
ULSUL SOLUTIONS INC - CLASS A
0.01%
I
ICLRICON PLC
0.01%
S
SYMSYMBOTIC INC
0.01%
O
OPENOPENDOOR TECHNOLOGIES INC
0.01%
S
SEDGSOLAREDGE TECHNOLOGIES INC
0.01%
F
FHIFEDERATED HERMES INC
0.01%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.01%
C
CPACOPA HOLDINGS SA-CLASS A
0.01%
B
BRCBRADY CORPORATION - CL A
0.01%
?
—CATALYST PHARMACEUTICALS, INC.
0.01%
L
LEVILEVI STRAUSS & CO- CLASS A
0.00%
V
VGNTVERSIGENT PLC
0.00%
E
EZPWEZCORP INC-CL A
0.00%
K
KNSAKINIKSA PHARMACEUTICALS INTE
0.00%
?
—Stellar Bancorp, Inc.
0.00%
Only in IWV
?
—BLACKROCK GLOBAL
1.19%
?
—HONEYWELL INTERNATIONAL INC
0.23%
W
WELLWELLTOWER INC
0.21%
P
PLDPROLOGIS INC
0.19%
?
—BLACKROCK CASH FUNDS
0.15%
E
EQIXEQUINIX INC
0.15%
A
AMTAMERICAN TOWER CORP
0.13%
D
DLRDIGITAL REALTY TRUST INC
0.10%
S
SPGSIMON PROPERTY GROUP INC
0.10%
O
OREALTY INCOME CORP
0.09%
A
AUANGLOGOLD ASHANTI PLC
0.08%
N
NUNU HOLDINGS LTD/CAYMAN ISL-A
0.08%
P
PSAPUBLIC STORAGE
0.07%
M
MSTRSTRATEGY INC
0.06%
V
VTRVENTAS INC
0.06%
C
CCICROWN CASTLE INC
0.06%
I
IRMIRON MOUNTAIN INC
0.05%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
V
VICIVICI PROPERTIES INC
0.05%
E
EXREXTRA SPACE STORAGE INC
0.04%
Q
QSRRESTAURANT BRANDS INTERN
0.04%
A
AVBAVALONBAY COMMUNITIES INC
0.04%
E
EQREQUITY RESIDENTIAL
0.04%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.03%
R
RPRXROYALTY PHARMA PLC- CL A
0.03%
Hold DFUS and IWV 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.