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Oceanside Advisors LLC

Portfolio Manager
Oceanside Advisors LLC
Performance
+2.02% (2026 Q1)
AUM (13F)
$175.28M
# of Holdings
53
Performance Rank
Allocation (Top 20)
90.82%

Oceanside Advisors LLC Holdings Map

Top 50 Oceanside Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DUHP
DIMENSIONAL ETF TRUST
11.84%564.5K$20.8M
+4.24%(+22.95K)
2025-Q1: 534.6K shares2025-Q2: 536.9K shares2025-Q3: 540.2K shares2025-Q4: 541.6K shares2026-Q1: 564.5K shares
$28.04(+42.30%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
11.12%241.7K$19.5M
+0.71%(+1.70K)
2025-Q1: 236.1K shares2025-Q2: 239.5K shares2025-Q3: 242.1K shares2025-Q4: 240.0K shares2026-Q1: 241.7K shares
$56.51(+56.20%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
8.26%413.0K$14.5M
+2.07%(+8.39K)
2025-Q1: 378.8K shares2025-Q2: 397.2K shares2025-Q3: 402.3K shares2025-Q4: 404.6K shares2026-Q1: 413.0K shares
$27.78(+32.26%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
8.21%300.5K$14.4M
+8.10%(+22.52K)
2025-Q1: 256.5K shares2025-Q2: 263.9K shares2025-Q3: 276.3K shares2025-Q4: 278.0K shares2026-Q1: 300.5K shares
$46.96(+1.99%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
7.56%340.9K$13.2M
+3.45%(+11.36K)
2025-Q1: 321.8K shares2025-Q2: 327.7K shares2025-Q3: 330.6K shares2025-Q4: 329.6K shares2026-Q1: 340.9K shares
$28.74(+50.40%)
2026-03-31
BND
VANGUARD BD INDEX FDS
6.27%149.4K$11.0M
+16.69%(+21.36K)
2025-Q1: 116.3K shares2025-Q2: 120.2K shares2025-Q3: 124.0K shares2025-Q4: 128.0K shares2026-Q1: 149.4K shares
$72.36(+1.13%)
2026-03-31
DIHP
DIMENSIONAL ETF TRUST
5.24%285.1K$9.2M
+3.87%(+10.63K)
2025-Q1: 272.8K shares2025-Q2: 272.6K shares2025-Q3: 276.8K shares2025-Q4: 274.5K shares2026-Q1: 285.1K shares
$25.05(+36.63%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
5.07%168.3K$8.9M
+0.14%(+242)
2025-Q1: 176.2K shares2025-Q2: 174.4K shares2025-Q3: 174.1K shares2025-Q4: 168.1K shares2026-Q1: 168.3K shares
$34.00(+63.69%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
4.28%75.1K$7.5M
-2.86%(-2.21K)
2025-Q1: 83.7K shares2025-Q2: 82.5K shares2025-Q3: 81.2K shares2025-Q4: 77.3K shares2026-Q1: 75.1K shares
$61.06(+80.27%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
4.17%215.9K$7.3M
+0.28%(+605)
2025-Q1: 218.0K shares2025-Q2: 222.3K shares2025-Q3: 219.9K shares2025-Q4: 215.3K shares2026-Q1: 215.9K shares
$23.82(+66.90%)
2026-03-31

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