DFAC DIMENSIONAL ETF TRUST

Ownership history in Oceanside Advisors LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oceanside Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.08% (2024 Q4)
Avg. % of fund
7.86%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 329,564 -997 -0.3% 7.91% $13.0M $39.59
2025 Q3 ADDED 330,561 +2,859 +0.9% 7.97% $12.7M $38.48
2025 Q2 ADDED 327,702 +5,947 +1.8% 7.86% $11.7M $35.66
2025 Q1 ADDED 321,755 +8,543 +2.7% 7.68% $10.6M $32.72
2024 Q4 ADDED 313,212 +2,617 +0.8% 8.08% $10.8M $34.23
2024 Q3 ADDED 310,595 +6,391 +2.1% 7.94% $10.7M $33.84
2024 Q2 ADDED 304,204 +4,705 +1.6% 7.93% $9.8M $31.72
2024 Q1 ADDED 299,499 +9,215 +3.2% 7.92% $9.6M $31.35
2023 Q4 INITIATED 290,284 7.49% $8.5M
% of Fund (quarterly)    DFAC price (monthly, adj. close)
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