OA

Oceanside Advisors LLC

13F
Oceanside Advisors LLC
Last update 2024-10-28 49 Stocks (3 new)
Value $134.00 Mil Turnover 3 %
Countries:
Top Holdings: DUHP(13.27%)AVLV(11.28%)DFSV(8.25%)DFSD(8.22%)DFAC(7.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Oceanside Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DUHP 		Dimensional US High Profitability ETF
522,383
17797.590
+1.85%
13.270
+0.24%
0.250
+11.51%
+23.28%
7253.269
 
AVLV 		Avantis U.S. Large Cap Value ETF
229,861
15131.730
+2.54%
11.280
+0.28%
0.340
+12.37%
+19.96%
4661.831
 
DFSV 		Dimensional US Small Cap Value ETF
359,168
11062.380
+2.08%
8.250
+0.17%
0.290
+12.29%
+12.60%
4167.609
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
230,927
11024.440
+3.19%
8.220
+0.25%
0.310
-0.13%
+0.72%
3572.556
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
310,595
10650.290
+2.10%
7.940
+0.16%
0.030
+13.03%
+23.13%
33157.191
 
BND 		Vanguard Total Bond Market ETF
98,606
7406.280
+2.53%
5.520
+0.14%
0.010
-0.68%
-0.63%
112453.912
 
DIHP 		Dimensional International High Profitability ETF
247,529
6856.560
+3.02%
5.110
+0.15%
0.240
+1.20%
+2.07%
2784.000
 
DFIV 		Dimensional International Value ETF
161,866
6163.850
+2.57%
4.590
+0.12%
0.080
+3.93%
+6.98%
7901.373
 
DFAE 		Dimensional Emerging Core Equity Market ETF
201,278
5517.040
+2.72%
4.110
+0.11%
0.110
+5.01%
+10.33%
4843.868
 
AVDV 		Avantis International Small Cap Value ETF
78,054
5516.080
+1.71%
4.110
+0.07%
0.080
+5.74%
+7.84%
6483.592
 

Oceanside Advisors LLC's Historical Top Holdings Breakdowns

Oceanside Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVLV 		Avantis U.S. Large Cap Value ETF2024-09-30Add
+0.28%
●
60.05 ($63.65) 65.83
$69.29
8.86%
Add 2.54%
229,861
5,697
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Add
+0.25%
●
47 ($47.46) 47.84
$47.35
-0.23%
Add 3.19%
230,927
7,136
DUHP 		Dimensional US High Profitability ETF2024-09-30Add
+0.24%
●
30.74 ($32.75) 34.07
$35.27
7.69%
Add 1.85%
522,383
9,464
WMT 		Walmart Inc2024-09-30Sold Out
-0.21%
●
66.91 ($73.44) 81.4
$84.83
15.51%
Sold Out
0
-3,810
AVIG 		Avantis Core Fixed Income ETF2024-09-30New Buy
+0.20%
●
40.41 ($41.84) 42.72
$41.31
-1.27%
New holding
6,405
6,405
DFSV 		Dimensional US Small Cap Value ETF2024-09-30Add
+0.17%
●
28.25 ($29.97) 31.7
$32.79
9.41%
Add 2.08%
359,168
7,302
VGT 		Vanguard Information Technology ETF2024-09-30New Buy
+0.17%
●
514.43 ($568.51) 606.85
$624.47
9.84%
New holding
390
390
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-09-30Add
+0.16%
●
31.05 ($33.03) 34.29
$35.99
8.96%
Add 2.1%
310,595
6,391
DIHP 		Dimensional International High Profitability ETF2024-09-30Add
+0.15%
●
25.23 ($26.86) 27.94
$26.19
-2.49%
Add 3.02%
247,529
7,247
VTV 		Vanguard Value ETF2024-09-30New Buy
+0.15%
●
159.75 ($167.43) 174.57
$178.73
6.75%
New holding
1,169
1,169

Oceanside Advisors LLC Total Holding History ($B)

To

Oceanside Advisors LLC's Asset Allocation

To

Oceanside Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Oceanside Advisors LLC's Hypothetical Growth since 2024-09-30

Oceanside Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Oceanside Advisors LLC's Holdings Heat Map

Size field:

Oceanside Advisors LLC's Holdings Bubble Chart

Oceanside Advisors LLC News

  • 1

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