DFUEX Mutual Fund
DFUEX Mutual Fund
NAV$38.54
AUM$2.5B
TER0.22%
Holdings2,115
DFUEX Mutual Fund
NAV$38.54
DFA US Social Core Equity 2 Portfolio
AUM$2.5B
TER0.22%
Holdings2,115
DFUEX Mutual Fund Overlap Analysis
DFUEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DFUEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2115 holdings, DFUEX may share significant positions with broad-market funds.
DFUEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFUEX tax-loss harvesting finds highly correlated but non-identical funds.