DFAAX Mutual Fund
DFAAX Mutual Fund
NAV$9.52
AUM$321M
TER0.29%
Holdings421
See how much of DFAAX you already own
DFAAX Mutual Fund
NAV$9.52
DFA Global Core Plus Real Return Portfolio Institutional Class
AUM$321M
TER0.29%
Holdings421
See how much of DFAAX you already own
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 421 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.