DFSCX Mutual Fund
NAV$38.55
AUM$7.9B
TER0.41%
Holdings1,730
DFSCX Mutual Fund
NAV$38.55
DFA US Micro Cap Portfolio
AUM$7.9B
TER0.41%
Holdings1,730

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DFSCX Mutual Fund Overlap Analysis
DFSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1730 holdings, DFSCX may share significant positions with broad-market funds.
DFSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFSCX tax-loss harvesting finds highly correlated but non-identical funds.