CWS vs DFAC: holdings overlap, shared companies and scores

As of September 11, 2026, CWS and DFAC overlap 1.6% by weight. AdvisorShares Focused Equity ETF (CWS): U.S. large-cap value stocks. Dimensional - US Core Equity 2 ETF (DFAC): U.S. broad market equities.

Updated September 11, 2026

How much do CWS and DFAC overlap?

As of September 11, 2026, CWS and DFAC overlap 1.6% by weight.

100% of CWS is already inside DFAC.

2% of DFAC is already inside CWS.

CWS holds 25 companies and DFAC holds 2,528; 25 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score CWS and DFAC?

As of September 11, 2026, ETF Copilot scores CWS 5.2 out of 10 and DFAC 5.8 out of 10.

They differ most on Valuation: CWS 9.0 and DFAC 3.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

CWS vs DFAC — ETF Copilot factor scores, 0–10
FactorCWSDFAC
Growth3.13.3
Valuation9.03.8
Risk8.19.0
Quality5.87.3
Return2.56.4

DFAC is the cheaper of the two at 0.17% a year

As of September 11, 2026, CWS charges 0.79% a year, yields 0.70% and holds $126M in assets across 25 positions.

As of September 11, 2026, DFAC charges 0.17% a year, yields 1.24% and holds $48.9B in assets across 2528 positions.

CWS vs DFAC — cost, income and size
MeasureCWSDFAC
Expense ratio0.79%0.17%
Dividend yield0.70%1.24%
Assets under management$126M$48.9B
Holdings252528

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where CWS and DFAC trade against their own history

CWS trades at 23.2 times earnings, against its own median of 23.9, and is cheaper than 60% of its own 114 monthly readings since 2017.

DFAC trades at 22.0 times earnings, against its own median of 20.4, and is more expensive than 73% of its own 51 monthly readings since 2021.

What moved CWS and DFAC this week

CWS fell 3.9% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Factset Research Systems (−17.0%) and Adobe Systems (−11.7%); IES (+9.7%) pushed the other way.

DFAC fell 1.3% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Amgen (−15.0%); Meta Platforms (+6.1%) pushed the other way.

What do CWS and DFAC each hold?

What's inside CWS: Tech 20%, AI 1%.

51% of CWS is its ten largest holdings.

What's inside DFAC: Tech 35%, Magnificent 7 23%.

27% of DFAC is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “CWS vs DFAC holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/cws-vs-dfac

  1. AdvisorShares Focused Equity ETF (CWS)
  2. Dimensional - US Core Equity 2 ETF (DFAC)

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