DFSPX Mutual Fund

NAV$17.80

AUM$4.4B

TER0.24%

Holdings3,650

DFSPX Mutual Fund

NAV$17.80

DFA International Sustainability Core 1 Portfolio

AUM$4.4B

TER0.24%

Holdings3,650

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

DFSPX Mutual Fund Overlap Analysis

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

DFSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3650 holdings, DFSPX may share significant positions with broad-market funds.

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