DFUEX Mutual Fund
DFUEX Mutual Fund
NAV$37.99
AUM$2.6B
TER0.22%
Holdings2,115
See how much of DFUEX you already own
DFUEX Mutual Fund
NAV$37.99
DFA US Social Core Equity 2 Portfolio
AUM$2.6B
TER0.22%
Holdings2,115
See how much of DFUEX you already own
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.