DTDRX Mutual Fund Analysis & Holdings | MarketXLS

DTDRX Mutual Fund

NAV$19.80

AUM$39M

TER0.23%

Holdings8

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DTDRX Mutual Fund

NAV$19.80

Dimensional 2065 Target Date Retirement Income Fund Institutional Class

AUM$39M

TER0.23%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

DTDRX Mutual Fund Overlap Analysis

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

DTDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, DTDRX may share significant positions with broad-market funds.

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