DFCF β€” DIMENSIONAL ETF TRUST

Ownership history in Oceanside Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

Oceanside Advisors LLC reported DIMENSIONAL ETF TRUST (DFCF) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.89% in 2023 Q4. The latest visible filing shows DFCF at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oceanside Advisors LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFCF was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oceanside Advisors LLC held DFCF β€” position size vs. price
% of Fund (quarterly)    DFCF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,324 +482 +2.3% 0.55% $908K 2026-02-14 (Est.) $42.87
2025 Q3 REDUCED 20,842 -6,614 -24.1% 0.56% $891K 2025-11-07 $42.04
2025 Q2 REDUCED 27,456 -644 -2.3% 0.78% $1.2M 2025-07-17 $40.57
2025 Q1 ADDED 28,100 +8,587 +44.0% 0.86% $1.2M 2025-04-25 $40.13
2024 Q4 REDUCED 19,513 -1,298 -6.2% 0.60% $805K 2025-01-29 $39.42
2024 Q3 ADDED 20,811 +434 +2.1% 0.67% $899K 2024-10-28 $39.38
2024 Q2 REDUCED 20,377 -2,308 -10.2% 0.68% $846K 2024-07-25 $38.83
2024 Q1 REDUCED 22,685 -1,091 -4.6% 0.79% $952K 2024-04-24 $37.53
2023 Q4 INITIATED 23,776 β€” β€” 0.89% $1.0M 2024-02-15 $37.96

FAQ About Oceanside Advisors LLC and DFCF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oceanside Advisors LLC reported owning DFCF?

Oceanside Advisors LLC reported DFCF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFCF position in Oceanside Advisors LLC's portfolio?

The largest reported portfolio weight for DFCF was 0.89% in 2023 Q4.

What is the latest reported DFCF position on this page?

The most recent filing on this page is 2025 Q4, when Oceanside Advisors LLC reported 21,324 shares, equal to 0.55% of portfolio, with an estimated market value of $908K.

What does the chart on this DFCF ownership page compare?

The chart compares Oceanside Advisors LLC's quarterly DFCF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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