DFSTX Mutual Fund
DFSTX Mutual Fund
NAV$62.61
AUM$20.2B
TER0.27%
Holdings2,072
See how much of DFSTX you already own
DFSTX Mutual Fund
NAV$62.61
DFA US Small Cap Portfolio Institutional Class
AUM$20.2B
TER0.27%
Holdings2,072
See how much of DFSTX you already own
DFSTX Mutual Fund Overlap Analysis
DFSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2072 holdings, DFSTX may share significant positions with broad-market funds.
DFSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFSTX tax-loss harvesting finds highly correlated but non-identical funds.