Fund comparison · from official SEC filings
DOGMX vs IBMO: how much do they overlap?
DFA Oregon Municipal Bond Portfolio and iShares iBonds Dec 2026 Term Muni Bond ETF
vs
Shared holdings
Company
DOGMX
IBMO
O
OR MULSCD 5 06.15.2026MULTNOMAH CO SD #1J
0.78%
0.16%
O
OR PORHGR 5 06.15.2026PORTLAND CMNTY CLG
0.69%
0.06%
O
OR PORGEN 5 06.15.2026PORTLAND REV-B
0.57%
0.03%
O
OR ORS 5 06.01.2026OREGON ST-C
0.48%
0.03%
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%
Only in IBMO
P
PA PASTRN 12.01.2045PA TPK COMMISSION-REF
2.89%
N
NY NYCGEN 08.01.2045NYC TRANS FIN AUTH-A4
2.78%
M
MA MASWTR 08.01.2031MA WTR RES AUTH-E-REF
2.26%
N
NY TRBTRN 01.01.2032TRIBOROUGH BRIDGE-B2
2.09%
N
NY LSLPWR 09.01.2042LONG ISLAND AUTH-A
2.00%
O
OH OHSHGR 06.01.2035OHIO ST UNIV-D-1-REF
1.74%
N
NY NYCUTL 06.15.2051NYC MUNI WTR-BB
1.74%
W
WA KINUTL 01.01.2042KING CNTY-REF
1.39%
N
NY NYC 03.01.2040NYC-ADJ-1-SUBSER I-2
1.34%
L
LA SJBCTF 06.01.2037SAINT JOHN THE BAPTIS
1.05%
T
TX SANWTR 05.01.2055SAN ANTONIO-D
0.96%
M
MA MASDEV 10.01.2042MA DEV VAR-BOSTON-U6C
0.95%
N
NY MTATRN 5 11.15.2026MET TRANS AUTH-C1-REF
0.63%
A
AL BBEUTL 10.01.2052BLACK BELT ENERGY GAS
0.63%
N
NY BTYGEN 11.01.2038BATTERY PK CITY-D1
0.63%
N
NY MTATRN 11.15.2050MET TRANSPRTN-E3
0.61%
N
NY NYC 06.01.2044NYC-F6-ADJ
0.49%
C
CA CAS 5 10.01.2026CALIFORNIA ST-REF
0.47%
N
NJ NJS 5 06.01.2026NEW JERSEY ST-A
0.45%
I
IL ILS 5 11.01.2026ILLINOIS ST-D
0.43%
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
0.39%
C
CA CAS 5 08.01.2026CALIFORNIA ST
0.38%
M
MD MDS 5 08.01.2026MARYLAND ST-B-REF
0.36%
K
KS JOHSCD 3 10.01.2026JOHNSON SD #229-B-REF
0.35%
C
CA STNPWR 07.01.2036STHRN CALIFORNIA ST
0.35%
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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.