Which stocks do DFUV and IWD both hold?

536 stocks are in both. The biggest shared positions: AMZN (3.5% of DFUV, 5.9% of IWD), BRK-B (2.7% of DFUV, 2.6% of IWD), JPM (4.5% of DFUV, 2.5% of IWD), JNJ (2.9% of DFUV, 1.7% of IWD), XOM (3.2% of DFUV, 1.6% of IWD).

DFUVvsIWD

Dimensional US Marketwide Value ETF or iShares Russell 1000 Value ETF, side by side from their own SEC filings. 56% of their stock holdings are the same at the same weight, across 536 stocks in both. IWD costs 0.18% a year against 0.21% for DFUV, $3 a year less on $10,000. Over the last twelve months DFUV returned +32.6% and IWD +26.9%.

56%of the two portfolios is the same stocks at the same weight

DFUV89% in stocks the other holds too

IWD64% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

DFUVIWDYearly cost0.21%0.18%Net assets$15.4B$79.7BPositions1,336873Last 12 months+32.6%+26.9%3 years, a year+17.3%+17.6%5 years, a yearn/a+11.0%Largest holdingJPM 4.5%AMZN 5.9%Main sectorFinancial Services 23%Financial Services 19%Holdings as ofJul 31, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from May 2022, the first month both report, dividends reinvested.

DFUV$175IWD$168

May 2022June 2026

What they both hold

536 stocks are in both funds: 89% of DFUV and 64% of IWD. The biggest shared positions:

Stockin DFUVin IWD

AMZNAmazon3.5%5.9%BRK-BBerkshire Hathaway Inc.2.7%2.6%JPMJPMorgan Chase4.5%2.5%JNJJohnson & Johnson2.9%1.7%XOMExxon Mobil Corporation3.2%1.6%CSCOCisco1.5%1.3%INTCIntel1.2%1.7%UNHUnitedHealth Group1.4%1.1%BACBank of America1.3%1.0%CVXChevron Corporation2.0%0.9%

Only in DFUV

Its biggest stocks the other fund does not hold.

Only in IWD

Its biggest stocks the other fund does not hold.

More comparisons

DFUV vs VONV DFUV vs VTV DFUV vs PRF DFUV vs VYM IWD vs VONV IUSV vs IWD IWD vs SPYV IVE vs IWD

From each fund’s Form N-PORT (DFUV: July 2026, IWD: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.