DFUVX Mutual Fund

NAV$43.71

AUM$30.9B

TER0.14%

Holdings1

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DFUVX Mutual Fund

NAV$43.71

DFA US Large Cap Value Portfolio

AUM$30.9B

TER0.14%

Holdings1

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DFUVX Mutual Fund Overlap Analysis

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

DFUVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, DFUVX may share significant positions with broad-market funds.

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