Oceanside Advisors LLC

Q4 2024 13F Holdings

  • Location
    mount pleasant, SC
  • Num holdings

    50

  • Value ($000)

    $134,115

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$17.71M
13 %

524,348

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$15.49M
12 %

231,933

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$11.16M
8 %

237,955

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$11.13M
8 %

362,327

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$10.83M
8 %

313,212

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$7.49M
6 %

104,216

DIHP
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$6.69M
5 %

265,090

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$6.05M
5 %

170,528

DFAE
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$5.31M
4 %

209,382

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$5.30M
4 %

81,385

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 50