DFITX Mutual Fund
NAV$3.92
AUM$3.4B
TER0.28%
Holdings325
DFITX Mutual Fund
NAV$3.92
DFA International Real Estate Securities Portfolio
AUM$3.4B
TER0.28%
Holdings325
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DFITX Mutual Fund Overlap Analysis
DFITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 325 holdings, DFITX may share significant positions with broad-market funds.
DFITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFITX tax-loss harvesting finds highly correlated but non-identical funds.