DFFVX Mutual Fund
NAV$44.03
AUM$16.4B
TER0.29%
Holdings1,247
DFFVX Mutual Fund
NAV$44.03
DFA US Targeted Value Portfolio
AUM$16.4B
TER0.29%
Holdings1,247

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DFFVX Mutual Fund Overlap Analysis
DFFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1247 holdings, DFFVX may share significant positions with broad-market funds.
DFFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFFVX tax-loss harvesting finds highly correlated but non-identical funds.