Fund comparison · from official SEC filings
DFSMX vs DOGMX: how much do they overlap?
DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO and DFA Oregon Municipal Bond Portfolio
vs
Shared holdings
Company
DFSMX
DOGMX
O
OR WAS 5 06.01.2026WASHINGTON COUNTY
0.37%
0.99%
O
OR MFDUTL 5 06.01.2028MEDFORD-REV
0.01%
0.19%
Only in DFSMX
N
NY SFK 4 07.24.2026SUFFOLK CO-TANS
1.54%
C
CT DAN 4 02.22.2027DANBURY-BANS
1.44%
C
CA CAS 5 04.01.2027CALIFORNIA ST-REF
1.33%
F
FL BROSCD 4 06.25.2026BROWARD CO SD-TANS
1.18%
M
MD MDS 5 08.01.2028MARYLAND ST-B-REF
1.16%
N
NJ HUD 4 02.24.2027HUDSON CO-BANS
1.15%
N
NJ UNN 4 06.12.2026UNION CNTY NJ-BANS
1.10%
?
—CALIFORNIA STATEWIDE COM
1.10%
?
—BOARD OF REGENTS OF THE UNIVERSITY OF TEXAS SYSTEM
1.06%
W
WA SEA 5 06.01.2026SEATTLE-REF
0.96%
K
KS LAW 4 05.01.2026LAWRENCE-I-TEMP NTS
0.95%
M
MA WBG 4 10.27.2026WESTBOROUGH TWN-BANS
0.92%
N
NJ WBG 4 03.12.2027WOODBRIDGE TWP-BANS
0.89%
N
NJ HOB 4 03.08.2027HOBOKEN-A-BANS
0.89%
M
MA HIN 4 02.12.2027HINGHAM TWN-BANS
0.89%
T
TX UNIHGR 5 08.15.2027TX SYS UNIV BRD RGT-A
0.84%
M
MN MNS 5 08.01.2027MINNESOTA ST-A
0.83%
N
NM CENHGR 5 08.15.2027CNTRL NM CMNTY CLG
0.77%
W
WI WIS 5 05.01.2027WISCONSIN ST-A
0.77%
W
WI WIS 5 05.01.2028WISCONSIN ST-A
0.77%
N
NH MAN 4 11.12.2026MANCHESTER-1-BANS
0.76%
N
NE METUTL 5 12.01.2027OMAHA MET UTLS DT-REF
0.76%
M
MA NEW 4 04.09.2027NEW BEDFORD-BANS
0.74%
O
OR MULSCD 5 06.15.2029MULTNOMAH CO SD #1J-B
0.69%
M
MN RSMSCD 5 02.01.2028ROSEMOUNT ISD#196-A
0.67%
Only in DOGMX
O
OR ORS 5 06.01.2032OREGON ST-C
2.30%
O
OR ORSTRN 5 11.15.2031OREGON ST DEPT -A
1.92%
O
OR ORSGEN 5 04.01.2043OR ST DEPT OF AD SVCS
1.85%
O
OR MULSCD 5 06.15.2030MULTNOMAH CO SD #1J
1.68%
O
OR CLAHGR 5 06.15.2028CLACKAMAS CMNTY CLG
1.61%
O
OR CLAHGR 5 06.15.2043CLACKAMAS CMNTY CLG
1.58%
O
OR MTHHGR 5 06.15.2026MT HOOD CMNTY CLG DT
1.53%
O
OR ORSTRN 5 11.15.2026OR DEPT TRANS-A
1.53%
O
OR ORS 5 06.01.2035OREGON ST-C
1.46%
O
OR PORGEN 5 05.01.2038PORTLAND -B
1.45%
O
OR TCYTRN 5 09.01.2034TRI-CNTY OR MET TRANS
1.44%
O
OR MARSCD 5 06.15.2027SALEM ETC SD #24J-B
1.44%
O
OR WASSCD 5 06.15.2028WASHINGTON ETC SD #1J
1.42%
O
OR UNOHGR 5 04.01.2045UNIV OF OREGON-A-REF
1.39%
O
OR MUL 5 06.15.2029MULTNOMAH CO-A
1.35%
O
OR TCYTRN 5 09.01.2038TRI-CNTY OR MET TRANS
1.33%
O
OR MTR 5 06.01.2033METRO
1.24%
O
OR ORS 5 05.01.2032OREGON-F-ARTICLE XI-Q
1.21%
O
OR PORHGR 5 06.15.2033PORTLAND CMNTY CLG
1.19%
O
OR MTR 4 06.01.2033METRO-A
1.17%
O
OR DESSCD 5 06.15.2026BEND LA PINE SD #1
1.17%
O
OR WASSCD 5 06.15.2037BEAVERTON SD #48J-B
1.16%
O
OR BEN 5 06.01.2041BEND
1.13%
O
OR ORSGEN 5 04.01.2042OREGON ST ADMIN-A
1.11%
O
OR WAS 4 03.01.2030WASHINGTON CNTY OR
1.06%
Hold DFSMX and DOGMX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
DFSMX vs DFNMDimensional National Municipal Bond ETF
14% overlap
DFSMX vs DSSMXDFA Selective State Municipal Bond Portfolio
13% overlap
DFSMX vs TAFIAB Tax-Aware Short Duration Municipal ETF
5% overlap
DFSMX vs FUMBFirst Trust Ultra Short Duration Municipal ETF
5% overlap
DFSMX vs AIDAXDiversified Municipal Portfolio
4% overlap
DFSMX vs AUNAXAB Municipal Bond Inflation Strategy
2% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.