DFSMX Mutual Fund

NAV$10.17

AUM$1.4B

TER0.18%

Holdings575

DFSMX Mutual Fund

NAV$10.17

DFA Short Term Municipal Bond Portfolio

AUM$1.4B

TER0.18%

Holdings575

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Holdings Overlap Analysis

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

DFSMX Mutual Fund Overlap Analysis

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

DFSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 575 holdings, DFSMX may share significant positions with broad-market funds.

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