Fund comparison · from official SEC filings
DFUS vs SWTSX: how much do they overlap?
Dimensional U.S. Equity Market ETF and Schwab Total Stock Market Index Fund
vs
DFUS and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFUS
SWTSX
N
NVDANVIDIA CORP
6.88%
6.95%
A
AAPLAPPLE INC
5.78%
5.71%
M
MSFTMICROSOFT CORP
4.46%
4.34%
A
AMZNAMAZON.COM INC
3.79%
3.71%
G
GOOGLALPHABET INC-CL A
3.26%
3.21%
A
AVGOBROADCOM INC
2.86%
2.84%
G
GOOGALPHABET INC-CL C
2.70%
2.56%
M
METAMETA PLATFORMS INC-CLASS A
1.98%
1.92%
T
TSLATESLA INC
1.75%
1.54%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.29%
1.25%
J
JPMJPMORGAN CHASE & CO
1.24%
1.21%
L
LLYELI LILLY & CO
1.11%
1.06%
E
EXMOCEXXON MOBIL CORP
0.95%
0.92%
M
MUMICRON TECHNOLOGY INC
0.88%
0.83%
W
WMTWALMART INC
0.86%
0.83%
A
AMDADVANCED MICRO DEVICES
0.85%
0.83%
J
JNJJOHNSON & JOHNSON
0.82%
0.79%
V
VVISA INC-CLASS A SHARES
0.82%
0.79%
I
INTCINTEL CORP
0.67%
0.64%
C
COSTCOSTCO WHOLESALE CORP
0.67%
0.65%
M
MAMASTERCARD INC - A
0.62%
0.59%
C
CATCATERPILLAR INC
0.62%
0.59%
N
NFLXNETFLIX INC
0.58%
0.57%
A
ABBVABBVIE INC
0.56%
0.54%
C
CVXCHEVRON CORP
0.55%
0.52%
Only in DFUS
?
—DIMENSIONAL FUND ADVISORS LP
1.40%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
S
SPOTSPOTIFY TECHNOLOGY SA
0.10%
?
—CARNIVAL CORPORATION
0.04%
?
—DUPONT DE NEMOURS, INC.
0.03%
H
HEI.AHEICO CORP-CLASS A
0.02%
S
SCCOSOUTHERN COPPER CORP
0.02%
F
FOXFOX CORP - CLASS B
0.01%
G
GFSGLOBALFOUNDRIES INC
0.01%
D
DOXAMDOCS LTD
0.01%
I
ICLRICON PLC
0.01%
N
NWSNEWS CORP - CLASS B
0.01%
C
CPACOPA HOLDINGS SA-CLASS A
0.01%
S
STNGSCORPIO TANKERS INC
0.01%
?
—CATALYST PHARMACEUTICALS, INC.
0.01%
D
DHTDHT HOLDINGS INC
0.00%
K
KNSAKINIKSA PHARMACEUTICALS INTE
0.00%
N
NTBBANK OF N.T. BUTTERFIELD&SON
0.00%
I
IMAXIMAX CORP
0.00%
T
TNKTEEKAY TANKERS LTD-CLASS A
0.00%
F
FWONALIBERTY MEDIA CORP-FORMULA-A
0.00%
?
—Stellar Bancorp, Inc.
0.00%
L
LBTYALIBERTY GLOBAL LTD-A
0.00%
?
—SELECT MEDICAL HOLDINGS CORPORATION
0.00%
B
BIRKBIRKENSTOCK HOLDING PLC
0.00%
Only in SWTSX
W
WELLWELLTOWER INC
0.22%
H
HONHONEYWELL INTERNATIONAL INC
0.19%
P
PLDPROLOGIS INC
0.19%
E
EQIXEQUINIX INC
0.15%
A
AMTAMERICAN TOWER CORP
0.12%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.12%
S
SPGSIMON PROPERTY GROUP INC
0.09%
D
DLRDIGITAL REALTY TRUST INC
0.09%
O
OREALTY INCOME CORP
0.08%
M
MSTRSTRATEGY INC
0.07%
P
PSAPUBLIC STORAGE
0.07%
V
VTRVENTAS INC
0.06%
C
CCICROWN CASTLE INC
0.06%
I
IRMIRON MOUNTAIN INC
0.05%
V
VICIVICI PROPERTIES INC
0.04%
E
EXREXTRA SPACE STORAGE INC
0.04%
C
CCLCARNIVAL CORP LTD
0.04%
A
AMRZAMRIZE LTD
0.04%
A
AVBAVALONBAY COMMUNITIES INC
0.04%
S
SBACSBA COMMUNICATIONS CORP
0.03%
E
EQREQUITY RESIDENTIAL
0.03%
R
RBARB GLOBAL INC
0.03%
R
RPRXROYALTY PHARMA PLC- CL A
0.03%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.03%
W
WYWEYERHAEUSER CO
0.03%
Hold DFUS and SWTSX 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.