DFUSX Mutual Fund
NAV$50.47
AUM$14.2B
TER0.06%
Holdings509
DFUSX Mutual Fund
NAV$50.47
DFA US Large Company Portfolio Institutional Class
AUM$14.2B
TER0.06%
Holdings509
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DFUSX Mutual Fund Overlap Analysis
DFUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 509 holdings, DFUSX may share significant positions with broad-market funds.
DFUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFUSX tax-loss harvesting finds highly correlated but non-identical funds.