DFARX Mutual Fund

NAV$13.39

AUM$1M

TER0.24%

Holdings8

DFARX Mutual Fund

NAV$13.39

Dimensional 2070 Target Date Retirement Income Fund Institutional Class

AUM$1M

TER0.24%

Holdings8

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

DFARX Mutual Fund Overlap Analysis

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

DFARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, DFARX may share significant positions with broad-market funds.

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