DADIX Mutual Fund Analysis & Holdings | MarketXLS

DADIX Mutual Fund

NAV$14.14

AUM$240M

TER0.52%

Holdings1,352

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DADIX Mutual Fund

NAV$14.14

Dimensional World ex US Sustainability Targeted Value Portfolio Institutional class

AUM$240M

TER0.52%

Holdings1,352

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DADIX 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 DADIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DADIX Mutual Fund Overlap Analysis

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

DADIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1352 holdings, DADIX may share significant positions with broad-market funds.

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