# Portfolio overlap — VBAIX vs DFUS

Comparing **VANGUARD BALANCED INDEX FUND** (2026-03-31) and **Dimensional U.S. Equity Market ETF** (2026-04-30).

- Shared positions: 2126
- VANGUARD BALANCED INDEX FUND covered by Dimensional U.S. Equity Market ETF: 0.5673525567153505101882249088
- Dimensional U.S. Equity Market ETF covered by VANGUARD BALANCED INDEX FUND: 0.5673525567153505101882249089

## VANGUARD BALANCED INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.038122 | ✓ |
| APPLE INC | 0.035281 | ✓ |
| MICROSOFT CORP | 0.026028 | ✓ |
| AMAZON.COM INC | 0.019053 | ✓ |
| Vanguard Market Liquidity Fund | 0.017753 |  |
| ALPHABET INC CL A | 0.015859 | ✓ |
| BROADCOM INC | 0.013896 | ✓ |
| ALPHABET INC CL C | 0.012550 | ✓ |
| META PLATFORMS INC CL A | 0.011849 | ✓ |
| TESLA INC | 0.009908 | ✓ |
| LILLY ELI and CO | 0.007394 | ✓ |
| BERKSHIRE HATH-B | 0.007385 | ✓ |
| US TREASURY N/B | 0.007172 |  |
| JPMORGAN CHASE and CO | 0.007084 | ✓ |
| EXXON MOBIL CORP | 0.006694 | ✓ |
| JOHNSON&JOHNSON | 0.005578 | ✓ |
| WALMART INC | 0.005159 | ✓ |
| US TREASURY N/B | 0.004863 |  |
| VISA INC-CLASS A | 0.004811 | ✓ |
| COSTCO WHOLESALE CORP | 0.004188 | ✓ |
| NETFLIX INC | 0.003844 | ✓ |
| MASTERCARD INC CL A | 0.003769 | ✓ |
| CHEVRON CORP | 0.003714 | ✓ |
| ABBVIE INC | 0.003642 | ✓ |
| MICRON TECHNOLOGY INC | 0.003601 | ✓ |
| PROCTER & GAMBLE | 0.003178 | ✓ |
| ADV MICRO DEVICE | 0.003141 | ✓ |
| CATERPILLAR INC | 0.003121 | ✓ |
| HOME DEPOT INC | 0.003100 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.003015 | ✓ |
| BANK OF AMERICA CORPORATION | 0.002871 | ✓ |
| MERCK & CO | 0.002816 | ✓ |
| GENERAL ELECTRIC CO | 0.002677 | ✓ |
| CISCO SYSTEMS INC | 0.002612 | ✓ |
| APPLIED MATERIALS INC | 0.002569 | ✓ |
| LAM RESEARCH CORP | 0.002527 | ✓ |
| COCA-COLA CO/THE | 0.002478 | ✓ |
| RTX CORP | 0.002452 | ✓ |
| PHILIP MORRIS INTL INC | 0.002438 | ✓ |
| ORACLE CORP | 0.002401 | ✓ |
| WELLS FARGO & CO | 0.002326 | ✓ |
| UNITEDHEALTH GRP | 0.002321 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.002254 | ✓ |
| GE VERNOVA LLC | 0.002228 | ✓ |
| LINDE PLC | 0.002175 | ✓ |
| INTL BUS MACH CORP | 0.002153 | ✓ |
| MCDONALDS CORP | 0.002091 | ✓ |
| PEPSICO INC | 0.002010 | ✓ |
| U.S. Treasury Notes | 0.001970 |  |
| AT&T INC | 0.001922 | ✓ |

## Dimensional U.S. Equity Market ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.068778 | ✓ |
| APPLE INC | 0.057795 | ✓ |
| MICROSOFT CORP | 0.044553 | ✓ |
| AMAZON.COM INC | 0.037870 | ✓ |
| ALPHABET INC CL A | 0.032614 | ✓ |
| BROADCOM INC | 0.028571 | ✓ |
| ALPHABET INC CL C | 0.027049 | ✓ |
| META PLATFORMS INC CL A | 0.019815 | ✓ |
| TESLA INC | 0.017549 | ✓ |
| The DFA Short Term Investment Fund | 0.013962 |  |
| BERKSHIRE HATH-B | 0.012862 | ✓ |
| JPMORGAN CHASE and CO | 0.012440 | ✓ |
| LILLY ELI and CO | 0.011103 | ✓ |
| EXXON MOBIL CORP | 0.009532 | ✓ |
| MICRON TECHNOLOGY INC | 0.008779 | ✓ |
| WALMART INC | 0.008578 | ✓ |
| ADV MICRO DEVICE | 0.008470 | ✓ |
| JOHNSON&JOHNSON | 0.008214 | ✓ |
| VISA INC-CLASS A | 0.008169 | ✓ |
| INTEL CORP | 0.006687 | ✓ |
| COSTCO WHOLESALE CORP | 0.006674 | ✓ |
| MASTERCARD INC CL A | 0.006244 | ✓ |
| CATERPILLAR INC | 0.006173 | ✓ |
| NETFLIX INC | 0.005814 | ✓ |
| ABBVIE INC | 0.005556 | ✓ |
| CHEVRON CORP | 0.005456 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005361 | ✓ |
| CISCO SYSTEMS INC | 0.005357 | ✓ |
| PROCTER & GAMBLE | 0.005060 | ✓ |
| LAM RESEARCH CORP | 0.004874 | ✓ |
| HOME DEPOT INC | 0.004854 | ✓ |
| COCA-COLA CO/THE | 0.004779 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004682 | ✓ |
| APPLIED MATERIALS INC | 0.004644 | ✓ |
| GENERAL ELECTRIC CO | 0.004495 | ✓ |
| GE VERNOVA LLC | 0.004409 | ✓ |
| UNITEDHEALTH GRP | 0.004205 | ✓ |
| ORACLE CORP | 0.004097 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004088 | ✓ |
| MERCK & CO | 0.004009 | ✓ |
| PHILIP MORRIS INTL INC | 0.003816 | ✓ |
| WELLS FARGO & CO | 0.003790 | ✓ |
| TEXAS INSTRUMENTS INC | 0.003775 | ✓ |
| RTX CORP | 0.003525 | ✓ |
| LINDE PLC | 0.003472 | ✓ |
| KLA CORP | 0.003393 | ✓ |
| MORGAN STANLEY | 0.003368 | ✓ |
| CITIGROUP INC | 0.003303 | ✓ |
| INTL BUS MACH CORP | 0.003214 | ✓ |
| PEPSICO INC | 0.003193 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000889519-26-000060` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/889519/000088951926000060/0000889519-26-000060-index.htm>
- N-PORT (fund B) — accession `0001004726-26-005677` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1816125/000100472626005677/0001004726-26-005677-index.htm>

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