DFIC 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 (DFIC). 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
0.55% (2025 Q4)
Avg. % of fund
0.45%
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 26,153 +1,392 +5.6% 0.55% $901K $34.46
2025 Q3 ADDED 24,761 +537 +2.2% 0.51% $812K $32.56
2025 Q2 ADDED 24,224 +716 +3.0% 0.50% $753K $30.75
2025 Q1 ADDED 23,508 +2,262 +10.6% 0.47% $653K $27.09
2024 Q4 ADDED 21,246 +1,952 +10.1% 0.41% $549K $25.14
2024 Q3 REDUCED 19,294 -162 -0.8% 0.40% $543K $27.15
2024 Q2 ADDED 19,456 +547 +2.9% 0.41% $512K $25.25
2024 Q1 ADDED 18,909 +1,287 +7.3% 0.42% $506K $25.33
2023 Q4 INITIATED 17,622 0.40% $450K
% of Fund (quarterly)    DFIC price (monthly, adj. close)
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