Oceanside Advisors LLC
CIK 2012184 · Holdings on Dec 31, 2023 · First reported Feb 15, 2024
Top ten holdings
Q4 2023- DUHP12.51%
- AVLV10.85%
- DFSD8.77%
- DFSV8.54%
- DFAC7.49%
- BND5.95%
- DIHP5.38%
- DFIV4.54%
- AVDV3.98%
- DFAE3.90%
Share classes counted separately71.91%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $14.17M | 12.51% | 495.35K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $12.29M | 10.85% | 212.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $9.93M | 8.77% | 211.27K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $9.67M | 8.54% | 332.05K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $8.48M | 7.49% | 290.28K shares | Prior unavailable — | — | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $6.74M | 5.95% | 91.63K shares | Prior unavailable — | — | ↗▾ |
| 07 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $6.10M | 5.38% | 237.65K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $5.14M | 4.54% | 149.56K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $4.51M | 3.98% | 72.12K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $4.42M | 3.90% | 183.23K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2012184 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113286640
}Research all 46 reported holdings.
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