DSHGX Mutual Fund

NAV$28.91

AUM$369M

TER0.31%

Holdings21

DSHGX Mutual Fund

NAV$28.91

DFA Selectively Hedged Global Equity Portfolio

AUM$369M

TER0.31%

Holdings21

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare DSHGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DSHGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DSHGX Mutual Fund Overlap Analysis

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

DSHGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, DSHGX may share significant positions with broad-market funds.

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