DFAAX Mutual Fund Analysis & Holdings | MarketXLS

DFAAX Mutual Fund

NAV$9.69

AUM$316M

TER0.29%

Holdings393

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DFAAX Mutual Fund

NAV$9.69

DFA Global Core Plus Real Return Portfolio Institutional Class

AUM$316M

TER0.29%

Holdings393

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

DFAAX Mutual Fund Overlap Analysis

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

DFAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 393 holdings, DFAAX may share significant positions with broad-market funds.

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