Oceanside Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Oceanside Advisors LLC reported 45 stock positions worth $138.2 million. Its top holding was Dimensional US High Profi Et (DUHP) at 12.8% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 11.1%) and Dimensional Short Duration (DFSD, 8.8%). Compared with Q4 2024, it sold out of 5, added to 28 and reduced 12. The biggest buy was Vanguard Total Bond Market (BND, shares +12%) and the biggest sale Dimensional National Muni BD (DFNM, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $138.2M (Q1 2025)
- SEC Filing
- 0002012184-25-000003 ↗ filed Apr 25, 2025
Holdings Value
Holdings 45 stocks · $138.2M
| DUHP Dimensional US High Profi Et | 12.82% | 534,580 | $17.7M | Add +1.9% |
| AVLV Avantis US Large Cap Value | 11.14% | 236,142 | $15.4M | Add +1.8% |
| DFSD Dimensional Short Duration | 8.82% | 256,456 | $12.2M | Add +7.8% |
| DFSV Dimensional US Small Cap Val | 7.72% | 378,751 | $10.7M | Add +4.5% |
| DFAC Dimensional US Core Equity 2 | 7.68% | 321,755 | $10.6M | Add +2.7% |
| BND Vanguard Total Bond Market | 6.18% | 116,324 | $8.5M | Add +11.6% |
| DIHP Dimensional International Hi | 5.32% | 272,820 | $7.3M | Add +2.9% |
| DFIV Dimensional International Va | 5.02% | 176,165 | $6.9M | Add +3.3% |
| AVDV Avantis Intl S/C Value ETF | 4.22% | 83,668 | $5.8M | Add +2.8% |
| DFAE Dimensional Emerging Core Eq | 4.09% | 218,028 | $5.6M | Add +4.1% |
| DFAR Dimensional US Real Est ETF | 3.43% | 199,229 | $4.7M | Add +6.7% |
| MINT PIMCO Enhanced Short Maturit | 3.27% | 44,883 | $4.5M | Add +5.6% |
| AVES Avantis Emerging Markets Val | 3.12% | 91,493 | $4.3M | Add +7.3% |
| DFAI Dimensional International Co. | 3.10% | 137,208 | $4.3M | Add +7.0% |
| BAB Invesco Taxable Municipal Bo | 1.99% | 102,905 | $2.7M | Add +11.3% |
| DFAU Dimensional US Core Equity M | 0.92% | 33,226 | $1.3M | Reduce -2.0% |
| DFCF Dimensional Core Fixed Inc. | 0.86% | 28,100 | $1.2M | Add +44.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.79% | 15,405 | $1.1M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 1,882 | $1.0M | No change |
| DISV Dimensional International SM | 0.72% | 33,981 | $990K | Add +3.2% |
| GLD SPDR Gold Shares | 0.63% | 3,031 | $873K | Reduce -6.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.62% | 15,173 | $860K | Add +3.3% |
| DFEV Dimensional Emrg MRKT Val | 0.61% | 30,956 | $837K | Reduce -4.5% |
| AAPL Apple Inc. | 0.51% | 3,178 | $706K | Reduce -0.4% |
| DFIC Dimensional International Co. | 0.47% | 23,508 | $653K | Add +10.7% |
| DFLV Dim US Large Cap Value ETF | 0.45% | 20,276 | $620K | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.40% | 2,245 | $551K | Add +3.5% |
| MSFT Microsoft Corp. | 0.39% | 1,424 | $535K | No change |
| AVUS Avantis U.S. Equity ETF | 0.34% | 5,155 | $476K | Add +0.8% |
| GLDM SPDR Gold Minishares Trust | 0.34% | 7,665 | $474K | Reduce -2.4% |
| AVUV Avantis US Small Cap Value | 0.34% | 5,332 | $465K | Add +2.2% |
| DFEM Dimensional Emrg MRKT Core | 0.33% | 17,438 | $461K | Add +1.6% |
| KO The Coca-Cola Co. | 0.32% | 6,127 | $439K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.28% | 7,914 | $386K | Reduce -2.9% |
| NTRS Northern Trust Corp. | 0.27% | 3,803 | $375K | No change |
| AVIG Avantis Core Fixed Income | 0.24% | 8,030 | $332K | Add +25.4% |
| DFNM Dimensional National Muni BD | 0.22% | 6,495 | $309K | Reduce -73.1% |
| AVDE Avantis International Equity | 0.22% | 4,642 | $308K | Add +1.2% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.22% | 5,809 | $304K | Add +6.3% |
| VNQ Vanguard Real Estate ETF | 0.20% | 3,030 | $274K | Reduce -2.2% |
| AVSF Avantis Short-Term Fixed Inc. | 0.17% | 5,080 | $237K | Reduce -7.0% |
| AMZN Amazon.com Inc. | 0.16% | 1,190 | $226K | No change |
| MUB iShares National Muni Bond E | 0.15% | 2,021 | $213K | Reduce -42.9% |
| WMT Walmart Inc. | 0.15% | 2,380 | $209K | Reduce -1.2% |
| SCWO 374WATER Inc. | 0.01% | 50,000 | $17K | Reduce -66.4% |
Portfolio Sells Q4 2024 → Q1 2025
| DFNM Dimensional National Muni BD | Reduce -73.1% | 0.22% | −0.64 |
| AVMU Avantis Core Municipal Fixed | Sold out | 0.00% | −0.27 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.23 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.18 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.18 |
| BY Byline Bancorp Inc. | Sold out | 0.00% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -42.9% | 0.15% | −0.13 |
| DFAU Dimensional US Core Equity M | Reduce -2.0% | 0.92% | −0.10 |
| AAPL Apple Inc. | Reduce -0.4% | 0.51% | −0.08 |
| SCWO 374WATER Inc. | Reduce -66.4% | 0.01% | −0.06 |
| DFEV Dimensional Emrg MRKT Val | Reduce -4.5% | 0.61% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.9% | 0.28% | −0.02 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -7.0% | 0.17% | −0.02 |
| WMT Walmart Inc. | Reduce -1.2% | 0.15% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.2% | 0.20% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -2.4% | 0.34% | +0.04 |
| GLD SPDR Gold Shares | Reduce -6.5% | 0.63% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +11.6% | 6.18% | +0.60 |
| DFIV Dimensional International Va | Add +3.3% | 5.02% | +0.51 |
| DFSD Dimensional Short Duration | Add +7.8% | 8.82% | +0.50 |
| DIHP Dimensional International Hi | Add +2.9% | 5.32% | +0.33 |
| DFAI Dimensional International Co. | Add +7.0% | 3.10% | +0.31 |
| AVDV Avantis Intl S/C Value ETF | Add +2.8% | 4.22% | +0.27 |
| DFCF Dimensional Core Fixed Inc. | Add +44.0% | 0.86% | +0.25 |
| DFAR Dimensional US Real Est ETF | Add +6.7% | 3.43% | +0.19 |
| AVES Avantis Emerging Markets Val | Add +7.3% | 3.12% | +0.19 |
| BAB Invesco Taxable Municipal Bo | Add +11.3% | 1.99% | +0.18 |
| DFAE Dimensional Emerging Core Eq | Add +4.1% | 4.09% | +0.12 |
| MINT PIMCO Enhanced Short Maturit | Add +5.6% | 3.27% | +0.09 |
| DISV Dimensional International SM | Add +3.2% | 0.72% | +0.06 |
| DFIC Dimensional International Co. | Add +10.7% | 0.47% | +0.06 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +3.3% | 0.62% | +0.05 |
| AVIG Avantis Core Fixed Income | Add +25.4% | 0.24% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +6.5% | 0.45% | +0.02 |
| AVDE Avantis International Equity | Add +1.2% | 0.22% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.40% | +0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Add +5.8% | 0.79% | +0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +6.3% | 0.22% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +1.6% | 0.33% | −0.00 |
| AVUS Avantis U.S. Equity ETF | Add +0.8% | 0.34% | −0.02 |
| AVUV Avantis US Small Cap Value | Add +2.2% | 0.34% | −0.04 |
| DUHP Dimensional US High Profi Et | Add +1.9% | 12.82% | −0.38 |
| DFAC Dimensional US Core Equity 2 | Add +2.7% | 7.68% | −0.40 |
| AVLV Avantis US Large Cap Value | Add +1.8% | 11.14% | −0.40 |
| DFSV Dimensional US Small Cap Val | Add +4.5% | 7.72% | −0.58 |
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 |