DADIX Mutual Fund
DADIX Mutual Fund
NAV$14.42
AUM$260M
TER0.52%
Holdings1,352
See how much of DADIX you already own
DADIX Mutual Fund
NAV$14.42
Dimensional World ex US Sustainability Targeted Value Portfolio Institutional class
AUM$260M
TER0.52%
Holdings1,352
See how much of DADIX you already own
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.