DFAR 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 (DFAR). 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
3.49% (2024 Q3)
Avg. % of fund
3.26%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,202 +10,153 +4.8% 3.08% $5.1M $22.90
2025 Q3 ADDED 212,049 +7,575 +3.7% 3.16% $5.1M $23.46
2025 Q2 ADDED 204,474 +5,245 +2.6% 3.21% $4.8M $22.94
2025 Q1 ADDED 199,229 +12,456 +6.7% 3.43% $4.7M $23.11
2024 Q4 ADDED 186,773 +4,061 +2.2% 3.24% $4.3M $22.60
2024 Q3 ADDED 182,712 +4,780 +2.7% 3.49% $4.7M $24.54
2024 Q2 ADDED 177,932 +4,901 +2.8% 3.18% $3.9M $21.04
2024 Q1 ADDED 173,031 +5,736 +3.4% 3.20% $3.9M $21.15
2023 Q4 INITIATED 167,295 3.36% $3.8M
% of Fund (quarterly)    DFAR price (monthly, adj. close)
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