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DFUV vs THE U.S. LARGE CAP VALUE SERIES

Shared holdings
283
DFUV covered by B
65.45%
B covered by DFUV
65.45%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFUV (April 30, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.21%
EXXON MOBIL CORP3.54%
MICRON TECHNOLOGY INC3.03%
BERKSHIRE HATH-B2.58%
JOHNSON&JOHNSON2.53%
AMAZON.COM INC2.32%
CHEVRON CORP2.09%
CISCO SYSTEMS INC1.84%
The DFA Short Term Investment Fund1.82%
UNITEDHEALTH GRP1.44%
INTEL CORP1.26%
LINDE PLC1.20%
ADV MICRO DEVICE1.19%
VERIZON COMMUNICATIONS INC1.12%
AT&T INC1.09%
BANK OF AMERICA CORPORATION1.06%
GOLDMAN SACHS GROUP INC1.01%
WELLS FARGO & CO0.92%
CONOCOPHILLIPS0.90%
RTX CORP0.81%
PFIZER INC0.78%
DEERE & CO0.78%
ABBOTT LABS0.68%
NEWMONT CORP0.67%
CITIGROUP INC0.65%
WALT DISNEY CO/T0.64%
THERMO FISHER SCIENTIFIC INC0.63%
ANALOG DEVICES INC0.62%
MORGAN STANLEY0.61%
BRISTOL-MYERS SQUIBB CO0.61%
SALESFORCE INC0.55%
MERCK & CO0.54%
COMCAST CORP CL A0.54%
T-MOBILE US INC0.54%
FEDEX CORP0.54%
FREEPORT MCMORAN INC0.47%
SLB LTD0.45%
MEDTRONIC PLC0.44%
EOG RESOURCES INC0.44%
GENERAL DYNAMICS CORPORATION0.43%
VERTEX PHARMACEUTICALS INC0.42%
GENERAL MOTORS CO0.42%
WILLIAMS COS INC0.42%
CHUBB LTD0.41%
MARATHON PETROLEUM CORP0.41%
NORTHROP GRUMMAN CORP0.41%
MONDELEZ INTL INC0.41%
CSX CORP0.41%
EMERSON ELECTRIC CO0.41%
BANK OF NEW YORK MELLON CORP0.41%

THE U.S. LARGE CAP VALUE SERIES (Jan. 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.28%
JOHNSON&JOHNSON2.99%
EXXON MOBIL CORP2.70%
MICRON TECHNOLOGY INC2.69%
CHEVRON CORP2.48%
CISCO SYSTEMS INC2.09%
BERKSHIRE HATH-B1.77%
WELLS FARGO & CO1.75%
UNITEDHEALTH GRP1.44%
RTX CORP1.34%
GOLDMAN SACHS GROUP INC1.30%
AT&T INC1.10%
The DFA Short Term Investment Fund1.10%
DFA Short Term Investment Fund1.07%
GENERAL MOTORS CO1.06%
LINDE PLC1.06%
CONOCOPHILLIPS0.95%
FREEPORT MCMORAN INC0.93%
CUMMINS INC0.92%
VERIZON COMMUNICATIONS INC0.91%
State Street Navigator Securities Lending Portfolio II0.91%
DEERE & CO0.86%
MORGAN STANLEY0.84%
THERMO FISHER SCIENTIFIC INC0.83%
FEDEX CORP0.83%
CSX CORP0.78%
SLB LTD0.78%
TE CONNECTIVITY PLC0.77%
ABBOTT LABS0.75%
PFIZER INC0.75%
TRAVELERS COS IN0.75%
BANK OF AMERICA CORPORATION0.73%
NORFOLK SOUTHERN CORP0.73%
NEWMONT CORP0.73%
MEDTRONIC PLC0.71%
BAKER HUGHES CO0.69%
NORTHROP GRUMMAN CORP0.68%
CRH PLC0.67%
EOG RESOURCES INC0.67%
WILLIAMS COS INC0.65%
SALESFORCE INC0.65%
COMCAST CORP CL A0.64%
DELTA AIR LI0.62%
FORD MOTOR CO0.62%
KINDER MORGAN INC0.61%
MARATHON PETROLEUM CORP0.61%
BRISTOL-MYERS SQUIBB CO0.60%
ANALOG DEVICES INC0.60%
PACCAR INC0.59%
GENERAL DYNAMICS CORPORATION0.56%

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