DGTSX Mutual Fund
DGTSX Mutual Fund
NAV$14.46
AUM$653M
TER0.24%
Holdings11
See how much of DGTSX you already own
DGTSX Mutual Fund
NAV$14.46
DFA Global Allocation 25/75 Portfolio Class I
AUM$653M
TER0.24%
Holdings11
See how much of DGTSX you already own
DGTSX Mutual Fund Overlap Analysis
DGTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, DGTSX may share significant positions with broad-market funds.
DGTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGTSX tax-loss harvesting finds highly correlated but non-identical funds.