Oceanside Advisors LLC

Q1 2025 13F Holdings

  • Location
    mount pleasant, SC
  • Num holdings

    45

  • Value ($000)

    $138,172

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0002012184
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$17.72M
13 %

534,580

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$15.40M
11 %

236,142

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$12.19M
9 %

256,456

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$10.66M
8 %

378,751

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$10.61M
8 %

321,755

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$8.54M
6 %

116,324

DIHP
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$7.35M
5 %

272,820

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$6.93M
5 %

176,165

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$5.83M
4 %

83,668

DFAE
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$5.64M
4 %

218,028

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