DGTSX Mutual Fund

NAV$14.58

AUM$653M

TER0.24%

Holdings11

DGTSX Mutual Fund

NAV$14.58

DFA Global Allocation 25/75 Portfolio Class I

AUM$653M

TER0.24%

Holdings11

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Holdings Overlap Analysis

Compare DGTSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DGTSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DGTSX Mutual Fund Overlap Analysis

DGTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DGTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, DGTSX may share significant positions with broad-market funds.

DGTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGTSX tax-loss harvesting finds highly correlated but non-identical funds.