Ownership history in Oceanside Advisors LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Oceanside Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Oceanside Advisors LLC outperformed the S&P 500 by +5.6% annually on this DFIV position. Timing score: 43% (3/7 decisions correct). Average cost basis: $35.46. Maximum drawdown during holding period: β5.9%.
π₯ Exceptional β beat the S&P 500 by 5.6% per year on this position.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $34.22 (2024 Q2) Β· Worst: $38.22 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
π Oceanside Advisors LLC has been actively increasing its DFIV allocation β a bullish signal from insiders.
Currently 5.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.