DFSIX Mutual Fund

NAV$58.71

AUM$8.5B

TER0.17%

Holdings1,861

DFSIX Mutual Fund

NAV$58.71

DFA US Sustainability Core I Portfolio Institutional Class

AUM$8.5B

TER0.17%

Holdings1,861

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Holdings Overlap Analysis

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

DFSIX Mutual Fund Overlap Analysis

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

DFSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1861 holdings, DFSIX may share significant positions with broad-market funds.

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