DFSV 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 (DFSV). 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
8.54% (2023 Q4)
Avg. % of fund
8.15%
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 404,604 +2,317 +0.6% 8.07% $13.3M $32.89
2025 Q3 ADDED 402,287 +5,055 +1.3% 8.00% $12.8M $31.71
2025 Q2 ADDED 397,232 +18,481 +4.9% 7.82% $11.7M $29.18
2025 Q1 ADDED 378,751 +16,424 +4.5% 7.72% $10.7M $27.78
2024 Q4 ADDED 362,327 +3,159 +0.9% 8.30% $11.1M $30.29
2024 Q3 ADDED 359,168 +7,302 +2.1% 8.25% $11.1M $30.18
2024 Q2 ADDED 351,866 +10,013 +2.9% 8.18% $10.1M $28.11
2024 Q1 ADDED 341,853 +9,803 +3.0% 8.52% $10.3M $29.28
2023 Q4 INITIATED 332,050 8.54% $9.7M
% of Fund (quarterly)    DFSV price (monthly, adj. close)
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