DFEV 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 (DFEV). 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
0.65% (2023 Q4)
Avg. % of fund
0.6%
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 28,807 +579 +2.1% 0.59% $972K $33.74
2025 Q3 ADDED 28,228 +119 +0.4% 0.56% $900K $31.70
2025 Q2 REDUCED 28,109 -2,847 -9.2% 0.56% $843K $29.45
2025 Q1 REDUCED 30,956 -1,462 -4.5% 0.61% $837K $26.33
2024 Q4 ADDED 32,418 +4,017 +14.1% 0.63% $850K $25.46
2024 Q3 ADDED 28,401 +829 +3.0% 0.60% $808K $27.41
2024 Q2 REDUCED 27,572 -1,160 -4.0% 0.61% $758K $26.12
2024 Q1 REDUCED 28,732 -590 -2.0% 0.62% $746K $24.48
2023 Q4 INITIATED 29,322 0.65% $739K
% of Fund (quarterly)    DFEV price (monthly, adj. close)
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