DFSD 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 (DFSD). 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
8.82% (2025 Q1)
Avg. % of fund
8.4%
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 277,971 +1,720 +0.6% 8.08% $13.3M $47.95
2025 Q3 ADDED 276,251 +12,327 +4.7% 8.32% $13.3M $47.42
2025 Q2 ADDED 263,924 +7,468 +2.9% 8.48% $12.7M $46.72
2025 Q1 ADDED 256,456 +18,501 +7.8% 8.82% $12.2M $45.83
2024 Q4 ADDED 237,955 +7,028 +3.0% 8.32% $11.2M $44.98
2024 Q3 ADDED 230,927 +7,136 +3.2% 8.22% $11.0M $44.94
2024 Q2 ADDED 223,791 +16,070 +7.7% 8.50% $10.5M $43.77
2024 Q1 REDUCED 207,721 -3,550 -1.7% 8.09% $9.8M $43.31
2023 Q4 INITIATED 211,271 8.77% $9.9M
% of Fund (quarterly)    DFSD price (monthly, adj. close)
← Back to Oceanside Advisors LLC Holdings