ETF comparison

DFATvsVBR

Both US Small Cap.

Dimensional U.S. Targeted Value ETF · Vanguard Morningstar Small-Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
41.7%

498 positions appear in both funds. Buying equal dollars of DFAT and VBR would leave roughly41.7%of each dollar exposed to the same underlying securities.

DFAT only 63.9%Shared 41.7%VBR only 58.1%
In DFAT only
777 positions
Shared
498 positions
In VBR only
342 positions

Side by side

DFAT

Dimensional U.S. Targeted Value ETF

Dimensional · US Small Cap

86composite / 100
Expense ratio
0.28%
Net assets
$14.48B
TTM yield
1.37%
Top-10 conc.
12.7%
VBR

Vanguard Morningstar Small-Cap Value ETF

Vanguard · US Small Cap

95composite / 100
Expense ratio
0.050%
Net assets
$68.22B
TTM yield
1.80%
Top-10 conc.
6.1%

Sub-score comparison

72
Cost
95
88
Tax efficiency
87
100
Liquidity
100
96
Concentration
100
Tracking quality
DFATsub-scoreVBR

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VBR is 23 bps cheaper than DFAT. On a $100,000 position that's about $230/yr more in fees for DFAT.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with DFAT vs VBR.

Top shared holdings

498 shared in total
#HoldingIn DFATIn VBROverlap
1TD SYNNEX CORPORATION0.67%0.41%0.41%
2VIATRIS INC.0.71%0.40%0.40%
3AKAMAI TECHNOLOGIES, INC.0.60%0.37%0.37%
4WESCO INTERNATIONAL, INC.0.86%0.36%0.36%
5PERFORMANCE FOOD GROUP COMPANY0.40%0.36%0.36%
6CF INDUSTRIES HOLDINGS, INC.0.82%0.36%0.36%
7BALL CORPORATION0.67%0.36%0.36%
8Regal Rexnord Corporation0.51%0.34%0.34%
9TOLL BROTHERS, INC.0.64%0.33%0.33%
10OVINTIV INC.0.73%0.32%0.32%
11STANLEY BLACK & DECKER, INC.0.33%0.31%0.31%
12DT MIDSTREAM, INC.0.31%0.32%0.31%

Only in DFAT

777 total
  • DIMENSIONAL FUND ADVISORS LP5.87%
  • TTM TECHNOLOGIES, INC.0.46%
  • DARLING INGREDIENTS INC.0.43%
  • Valaris Limited0.30%
  • LIBERTY ENERGY INC.0.29%
  • Amdocs Limited0.26%
  • Transocean Ltd.0.25%
  • NOBLE CORPORATION PLC0.23%
  • SCORPIO TANKERS INC.0.22%
  • DIODES INCORPORATED0.20%

Only in VBR

342 total
  • Jabil Inc0.87%
  • NRG Energy Inc0.66%
  • Tapestry Inc0.63%
  • Atmos Energy Corp0.62%
  • Williams-Sonoma Inc0.59%
  • Moderna Inc0.54%
  • Smurfit Westrock PLC0.52%
  • F5 Inc0.50%
  • US Foods Holding Corp0.48%
  • JB Hunt Transport Services Inc0.47%

Open DFAT or VBR at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.