Oceanside Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Oceanside Advisors LLC reported 50 stock positions worth $134.1 million. Its top holding was Dimensional US High Profi Et (DUHP) at 13.2% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 11.5%) and Dimensional Short Duration (DFSD, 8.3%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 36 and reduced 3. The biggest buy was Avantis US Large Cap Value (AVLV, shares +1%) and the biggest sale an exit from Vanguard Mrngstr Val ETF-Aui (VTV).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $134.1M (Q4 2024)
- SEC Filing
- 0002012184-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 50 stocks · $134.1M
| DUHP Dimensional US High Profi Et | 13.20% | 524,348 | $17.7M | Add +0.4% |
| AVLV Avantis US Large Cap Value | 11.55% | 231,933 | $15.5M | Add +0.9% |
| DFSD Dimensional Short Duration | 8.32% | 237,955 | $11.2M | Add +3.0% |
| DFSV Dimensional US Small Cap Val | 8.30% | 362,327 | $11.1M | Add +0.9% |
| DFAC Dimensional US Core Equity 2 | 8.08% | 313,212 | $10.8M | Add +0.8% |
| BND Vanguard Total Bond Market | 5.59% | 104,216 | $7.5M | Add +5.7% |
| DIHP Dimensional International Hi | 4.99% | 265,090 | $6.7M | Add +7.1% |
| DFIV Dimensional International Va | 4.51% | 170,528 | $6.1M | Add +5.3% |
| DFAE Dimensional Emerging Core Eq | 3.96% | 209,382 | $5.3M | Add +4.0% |
| AVDV Avantis Intl S/C Value ETF | 3.95% | 81,385 | $5.3M | Add +4.3% |
| DFAR Dimensional US Real Est ETF | 3.24% | 186,773 | $4.3M | Add +2.2% |
| MINT PIMCO Enhanced Short Maturit | 3.18% | 42,497 | $4.3M | Add +3.1% |
| AVES Avantis Emerging Markets Val | 2.94% | 85,254 | $3.9M | Add +3.2% |
| DFAI Dimensional International Co. | 2.79% | 128,194 | $3.7M | Add +2.8% |
| BAB Invesco Taxable Municipal Bo | 1.80% | 92,472 | $2.4M | Add +3.9% |
| DFAU Dimensional US Core Equity M | 1.02% | 33,903 | $1.4M | Add +3.1% |
| DFNM Dimensional National Muni BD | 0.86% | 24,132 | $1.2M | Add +3.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.79% | 14,562 | $1.1M | Add +11.0% |
| DISV Dimensional International SM | 0.65% | 32,919 | $875K | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 1,882 | $853K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.63% | 32,418 | $850K | Add +14.1% |
| DFCF Dimensional Core Fixed Inc. | 0.60% | 19,513 | $805K | Reduce -6.2% |
| AAPL Apple Inc. | 0.60% | 3,191 | $799K | Add +18.3% |
| GLD SPDR Gold Shares | 0.59% | 3,242 | $785K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.57% | 14,685 | $762K | Add +6.4% |
| MSFT Microsoft Corp. | 0.45% | 1,424 | $600K | No change |
| DFLV Dim US Large Cap Value ETF | 0.43% | 19,035 | $572K | Add +13.1% |
| DFIC Dimensional International Co. | 0.41% | 21,246 | $549K | Add +10.1% |
| JPM JPMorgan Chase & Co. | 0.39% | 2,170 | $520K | Add +9.6% |
| AVUV Avantis US Small Cap Value | 0.38% | 5,216 | $503K | Add +15.8% |
| AVUS Avantis U.S. Equity ETF | 0.37% | 5,112 | $495K | Reduce -0.1% |
| DFEM Dimensional Emrg MRKT Core | 0.34% | 17,171 | $450K | Add +6.9% |
| GLDM SPDR Gold Minishares Trust | 0.30% | 7,851 | $408K | Reduce -0.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.30% | 8,151 | $400K | Add +9.3% |
| NTRS Northern Trust Corp. | 0.29% | 3,803 | $390K | Add +8.6% |
| KO The Coca-Cola Co. | 0.28% | 6,127 | $381K | No change |
| MUB iShares National Muni Bond E | 0.28% | 3,541 | $377K | Add +8.1% |
| AVMU Avantis Core Municipal Fixed | 0.27% | 7,801 | $360K | Add +15.9% |
| VOO Vanguard S&P 500 ETF | 0.23% | 578 | $311K | Add +4.0% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.21% | 5,462 | $286K | No change |
| AVDE Avantis International Equity | 0.21% | 4,587 | $282K | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.21% | 3,098 | $276K | Add +19.1% |
| AMZN Amazon.com Inc. | 0.19% | 1,190 | $261K | Add +5.3% |
| AVIG Avantis Core Fixed Income | 0.19% | 6,405 | $260K | No change |
| AVSF Avantis Short-Term Fixed Inc. | 0.19% | 5,460 | $252K | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.18% | 1,280 | $244K | No change |
| VGT Vanguard Info Tech ETF | 0.18% | 390 | $243K | No change |
| WMT Walmart Inc. | 0.16% | 2,410 | $218K | New |
| BY Byline Bancorp Inc. | 0.15% | 7,100 | $206K | New |
| SCWO 374WATER Inc. | 0.08% | 148,687 | $101K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| AVLV Avantis US Large Cap Value | Add +0.9% | 11.55% | +0.27 |
| WMT Walmart Inc. | New | 0.16% | +0.16 |
| BY Byline Bancorp Inc. | New | 0.15% | +0.15 |
| DFAC Dimensional US Core Equity 2 | Add +0.8% | 8.08% | +0.14 |
| AAPL Apple Inc. | Add +18.3% | 0.60% | +0.13 |
| DFSD Dimensional Short Duration | Add +3.0% | 8.32% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +3.1% | 3.18% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +9.6% | 0.39% | +0.08 |
| BND Vanguard Total Bond Market | Add +5.7% | 5.59% | +0.07 |
| AVGE Avantis All Eqty Mrkts ETF | Add +11.0% | 0.79% | +0.06 |
| NTRS Northern Trust Corp. | Add +8.6% | 0.29% | +0.06 |
| DFSV Dimensional US Small Cap Val | Add +0.9% | 8.30% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +15.8% | 0.38% | +0.05 |
| DFAU Dimensional US Core Equity M | Add +3.1% | 1.02% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +13.1% | 0.43% | +0.04 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.19% | +0.04 |
| AVMU Avantis Core Municipal Fixed | Add +15.9% | 0.27% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +14.1% | 0.63% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +9.3% | 0.30% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +19.1% | 0.21% | +0.02 |
| MUB iShares National Muni Bond E | Add +8.1% | 0.28% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +4.0% | 0.23% | +0.01 |
| DFNM Dimensional National Muni BD | Add +3.0% | 0.86% | +0.01 |
| DFIC Dimensional International Co. | Add +10.1% | 0.41% | +0.00 |
| AVSF Avantis Short-Term Fixed Inc. | Add +3.9% | 0.19% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +6.9% | 0.34% | −0.00 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +6.4% | 0.57% | −0.01 |
| DISV Dimensional International SM | Add +6.7% | 0.65% | −0.02 |
| AVDE Avantis International Equity | Add +0.6% | 0.21% | −0.02 |
| BAB Invesco Taxable Municipal Bo | Add +3.9% | 1.80% | −0.03 |
| DUHP Dimensional US High Profi Et | Add +0.4% | 13.20% | −0.06 |
| DFIV Dimensional International Va | Add +5.3% | 4.51% | −0.08 |
| DIHP Dimensional International Hi | Add +7.1% | 4.99% | −0.13 |
| DFAE Dimensional Emerging Core Eq | Add +4.0% | 3.96% | −0.15 |
| DFAI Dimensional International Co. | Add +2.8% | 2.79% | −0.16 |
| AVDV Avantis Intl S/C Value ETF | Add +4.3% | 3.95% | −0.16 |
| DFAR Dimensional US Real Est ETF | Add +2.2% | 3.24% | −0.25 |
| AVES Avantis Emerging Markets Val | Add +3.2% | 2.94% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $198.1M | DUHP, AVLV, DFSV, DFAC, DFSD |
| Q1 2026 | 53 | $175.3M | DUHP, AVLV, DFSV, DFSD, DFAC |
| Q4 2025 | 50 | $165.0M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q3 2025 | 48 | $160.0M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q2 2025 | 46 | $149.5M | DUHP, AVLV, DFSD, DFAC, DFSV |
| Q1 2025 | 45 | $138.2M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q4 2024 | 50 | $134.1M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q3 2024 | 49 | $134.2M | DUHP, AVLV, DFSV, DFSD, DFAC |
| Q2 2024 | 47 | $123.7M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q1 2024 | 46 | $120.8M | DUHP, AVLV, DFSV, DFSD, DFAC |