DWUSX Mutual Fund

NAV$22.26

AUM$922M

TER0.48%

Holdings4,904

See how much of DWUSX you already own

Just $25 once·$99/mo·Download sample

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DWUSX Mutual Fund

NAV$22.26

DFA World ex US Targeted Value Portfolio Instl Class

AUM$922M

TER0.48%

Holdings4,904

See how much of DWUSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

DWUSX Mutual Fund Overlap Analysis

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

DWUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4904 holdings, DWUSX may share significant positions with broad-market funds.

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