DFUVX Mutual Fund
DFUVX Mutual Fund
NAV$43.87
AUM$31.5B
TER0.14%
Holdings1
See how much of DFUVX you already own
DFUVX Mutual Fund
NAV$43.87
DFA US Large Cap Value Portfolio
AUM$31.5B
TER0.14%
Holdings1
See how much of DFUVX you already own
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.