Fund comparison · from official SEC filings
DOGMX vs IBMP: how much do they overlap?
DFA Oregon Municipal Bond Portfolio and iShares iBonds Dec 2027 Term Muni Bond ETF
vs
Shared holdings
Company
DOGMX
IBMP
O
OR WASSCD 5 06.15.2028WASHINGTON ETC SD #1J
1.42%
0.03%
O
OR PORUTL 5 06.15.2027PORTLAND SWR-A-REF
0.73%
0.02%
O
OR PORGEN 5 06.01.2027PORTLAND-A-REF
0.61%
0.14%
O
OR MULSCD 5 06.15.2027MULTNOMAH CO SD #1J
0.47%
0.03%
O
OR MUL 5 06.01.2029MULTONOMAH CO
0.32%
0.04%
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 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%
O
OR ORS 5.25 05.01.2043OREGON ST -A
1.05%
Only in IBMP
C
CA CAS 5 04.01.2027CALIFORNIA ST-REF
0.46%
M
MI MIS 5 03.15.2027MICHIGAN ST-REF
0.45%
C
CA UNVHGR 5 05.15.2027REGENTS OF UNIV CA-BZ
0.41%
P
PA GEIMED 04.01.2043GEISINGER PA AUTH HLT
0.38%
C
CA ECMHGR 0 08.01.2027EL CAMINO CCD-C-CABS
0.34%
M
MA BOS 3 04.01.2027BOSTON -A
0.34%
N
NJ NJS 5 06.01.2027NEW JERSEY ST-A
0.34%
N
NJ NJSTRN 5 06.15.2027NJ TRANSPRTN TRUST-A
0.34%
C
CA CASMED 5 11.01.2027CA HLTH FACS-A1
0.33%
A
AL BBEUTL 07.01.2052BLACK BELT ENERGY GAS
0.33%
D
DC DISGEN 5 10.01.2027DIST OF COLUMBIA INCO
0.31%
T
TX ROUSCD 5 08.01.2027ROUND ROCK TX INDEP-A
0.31%
I
IL ILS 5 11.01.2027ILLINOIS ST-D
0.30%
N
NY TRBTRN 5 05.15.2027TRIBOROUGH BRIDGE-C-2
0.29%
S
SC SCAEDU 5 12.01.2027SCAGO EDUCTNL-REF
0.29%
N
NY NYSHSG 05.01.2062NY ST HSG FIN AGY-D-2
0.26%
C
CA CAS 5 04.01.2027CALIFORNIA ST
0.26%
F
FL FLSENV 5 07.01.2027FL DEPT ENVRN-A-REF
0.26%
N
NY MTATRN 5 11.15.2027MET TRANSPRTN AUTH NY
0.25%
C
CA LOSSCD 5 07.01.2027LOS ANGELES USD-QRR
0.25%
T
TX DALTRN 5 12.01.2027DALLAS TX AREA RAPID
0.25%
M
MI MISFIN 5 12.01.2027MI FIN AUTH-A-REF
0.25%
M
MI LANUTL 5 07.01.2027LANSING MICH BRD-B
0.25%
F
FL MIAUTL 5 10.01.2027MIAMI-DADE W/S-B
0.25%
C
CO COSMED 5 11.01.2027COLORADO ST HLTH FACS
0.25%
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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.