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 (DFAC). 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 underperformed the S&P 500 by β3.2% annually on this DFAC position. Timing score: 86% (6/7 decisions correct). Average cost basis: $33.41. Maximum drawdown during holding period: β4.4%.
β οΈ Trailed SPY by 3.2% ann. on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $31.35 (2024 Q1) Β· Worst: $38.48 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 7.91% 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.