Fund comparison · from official SEC filings
DFUV vs IAK: how much do they overlap?
Dimensional U.S. Marketwide Value ETF and iShares U.S. Insurance ETF
vs
Shared holdings
Company
DFUV
IAK
C
CBCHUBB LTD
0.41%
13.60%
T
TRVTRAVELERS COS INC/THE
0.40%
7.24%
A
ALLALLSTATE CORP
0.30%
6.19%
M
METMETLIFE INC
0.30%
4.53%
A
AFLAFLAC INC
0.25%
4.49%
H
HIGHARTFORD INSURANCE GROUP INC
0.22%
4.49%
A
AIGAMERICAN INTERNATIONAL GROUP
0.19%
4.32%
A
ACGLARCH CAPITAL GROUP LTD
0.16%
4.08%
P
PRUPRUDENTIAL FINANCIAL INC
0.14%
4.05%
C
CINFCINCINNATI FINANCIAL CORP
0.11%
2.92%
M
MKLMARKEL GROUP INC
0.11%
2.87%
W
WRBWR BERKLEY CORP
0.08%
2.35%
L
LLOEWS CORP
0.08%
2.15%
P
PFGPRINCIPAL FINANCIAL GROUP
0.12%
2.12%
F
FNFFIDELITY NATIONAL FINANCIAL
0.08%
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
0.06%
1.08%
A
AFGAMERICAN FINANCIAL GROUP INC
0.06%
1.05%
A
AXSAXIS CAPITAL HOLDINGS LTD
0.05%
0.94%
F
FAFFIRST AMERICAN FINANCIAL
0.04%
0.73%
T
THGHANOVER INSURANCE GROUP INC/
0.04%
0.73%
L
LNCLINCOLN NATIONAL CORP
0.02%
0.72%
W
WTMWHITE MOUNTAINS INSURANCE GP
0.03%
0.64%
Only in DFUV
J
JPMJPMORGAN CHASE & CO
4.21%
E
EXMOCEXXON MOBIL CORP
3.54%
M
MUMICRON TECHNOLOGY INC
3.03%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.58%
J
JNJJOHNSON & JOHNSON
2.53%
A
AMZNAMAZON.COM INC
2.32%
C
CVXCHEVRON CORP
2.09%
C
CSCOCISCO SYSTEMS INC
1.84%
?
—DIMENSIONAL FUND ADVISORS LP
1.82%
U
UNHUNITEDHEALTH GROUP INC
1.44%
I
INTCINTEL CORP
1.26%
L
LINLINDE PLC
1.20%
A
AMDADVANCED MICRO DEVICES
1.19%
V
VZVERIZON COMMUNICATIONS INC
1.12%
T
TAT&T INC
1.09%
B
BACBANK OF AMERICA CORP
1.06%
G
GSGOLDMAN SACHS GROUP INC
1.01%
W
WFCWELLS FARGO & CO
0.92%
C
COPCONOCOPHILLIPS
0.90%
R
RTXRTX CORP
0.81%
P
PFEPFIZER INC
0.78%
D
DEDEERE & CO
0.78%
A
ABTABBOTT LABORATORIES
0.68%
N
NEMNEWMONT CORP
0.67%
C
CCITIGROUP INC
0.65%
Only in IAK
P
PGRPROGRESSIVE CORP
13.33%
P
PRIPRIMERICA INC
0.95%
K
KNSLKINSALE CAPITAL GROUP INC
0.90%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.76%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.64%
L
LMNDLEMONADE INC
0.47%
P
PLMRPALOMAR HOLDINGS INC
0.38%
O
OSCROSCAR HEALTH INC - CLASS A
0.30%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.20%
P
PRAPROASSURANCE CORP
0.15%
C
CNACNA FINANCIAL CORP
0.12%
T
TRUPTRUPANION INC
0.10%
U
UFCSUNITED FIRE GROUP INC
0.10%
A
AMSFAMERISAFE INC
0.08%
R
ROOTROOT INC/OH -CLASS A
0.07%
?
—XAF FINANCIAL JUN26
0.00%
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43% 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.