Oceanside Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Oceanside Advisors LLC reported 46 stock positions worth $149.5 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, 10.9%) and Dimensional Short Duration (DFSD, 8.5%). Compared with Q1 2025, it opened 1 new position, added to 23 and reduced 14. The biggest buy was Avantis Emerging Markets Val (AVES, shares +2%) and the biggest sale Dimensional Core Fixed (DFCF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $149.5M (Q2 2025)
- SEC Filing
- 0002012184-25-000006 ↗ filed Jul 17, 2025
Holdings Value
Holdings 46 stocks · $149.5M
| DUHP Dimensional US High Profi Et | 12.77% | 536,873 | $19.1M | Add +0.4% |
| AVLV Avantis US Large Cap Value | 10.93% | 239,478 | $16.3M | Add +1.4% |
| DFSD Dimensional Short Duration | 8.48% | 263,924 | $12.7M | Add +2.9% |
| DFAC Dimensional US Core Equity 2 | 7.86% | 327,702 | $11.7M | Add +1.9% |
| DFSV Dimensional US Small Cap Val | 7.82% | 397,232 | $11.7M | Add +4.9% |
| BND Vanguard Total Bond Market | 5.92% | 120,163 | $8.8M | Add +3.3% |
| DIHP Dimensional International Hi | 5.38% | 272,613 | $8.0M | Reduce -0.1% |
| DFIV Dimensional International Va | 5.00% | 174,447 | $7.5M | Reduce -1.0% |
| AVDV Avantis Intl S/C Value ETF | 4.37% | 82,490 | $6.5M | Reduce -1.4% |
| DFAE Dimensional Emerging Core Eq | 4.30% | 222,257 | $6.4M | Add +1.9% |
| AVES Avantis Emerging Markets Val | 3.35% | 93,533 | $5.0M | Add +2.2% |
| MINT PIMCO Enhanced Short Maturit | 3.34% | 49,637 | $5.0M | Add +10.6% |
| DFAR Dimensional US Real Est ETF | 3.21% | 204,474 | $4.8M | Add +2.6% |
| DFAI Dimensional International Co. | 3.15% | 136,275 | $4.7M | Reduce -0.7% |
| BAB Invesco Taxable Municipal Bo | 1.90% | 107,036 | $2.8M | Add +4.0% |
| DFAU Dimensional US Core Equity M | 0.94% | 33,174 | $1.4M | Reduce -0.2% |
| AVGE Avantis All Eqty Mrkts ETF | 0.82% | 15,919 | $1.2M | Add +3.3% |
| DFCF Dimensional Core Fixed Inc. | 0.78% | 27,456 | $1.2M | Reduce -2.3% |
| DISV Dimensional International SM | 0.75% | 34,278 | $1.1M | Add +0.9% |
| GLD SPDR Gold Shares | 0.75% | 3,671 | $1.1M | Add +21.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.63% | 15,245 | $949K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 1,882 | $914K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.56% | 28,109 | $843K | Reduce -9.2% |
| DFLV Dim US Large Cap Value ETF | 0.52% | 25,190 | $781K | Add +24.2% |
| DFIC Dimensional International Co. | 0.50% | 24,224 | $753K | Add +3.0% |
| MSFT Microsoft Corp. | 0.47% | 1,424 | $708K | No change |
| AAPL Apple Inc. | 0.44% | 3,176 | $652K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.44% | 2,245 | $651K | No change |
| AVUS Avantis U.S. Equity ETF | 0.35% | 5,129 | $517K | Reduce -0.5% |
| DFEM Dimensional Emrg MRKT Core | 0.35% | 17,415 | $517K | Reduce -0.1% |
| NTRS Northern Trust Corp. | 0.32% | 3,803 | $482K | No change |
| AVUV Avantis US Small Cap Value | 0.32% | 5,253 | $479K | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.29% | 6,127 | $433K | No change |
| GLDM SPDR Gold Minishares Trust | 0.28% | 6,492 | $425K | Reduce -15.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.27% | 8,025 | $397K | Add +1.4% |
| AVDE Avantis International Equity | 0.23% | 4,660 | $345K | Add +0.4% |
| AVIG Avantis Core Fixed Income | 0.22% | 7,962 | $331K | Reduce -0.8% |
| DFNM Dimensional National Muni BD | 0.21% | 6,622 | $314K | Add +2.0% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.21% | 5,809 | $310K | No change |
| VNQ Vanguard Real Estate ETF | 0.18% | 3,051 | $272K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.17% | 1,191 | $261K | Add +0.1% |
| WMT Walmart Inc. | 0.16% | 2,380 | $233K | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 1,280 | $227K | New |
| AVSF Avantis Short-Term Fixed Inc. | 0.15% | 4,767 | $224K | Reduce -6.2% |
| MUB iShares National Muni Bond E | 0.14% | 2,050 | $214K | Add +1.4% |
| SCWO 374WATER Inc. | 0.01% | 50,000 | $16K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFCF Dimensional Core Fixed Inc. | Reduce -2.3% | 0.78% | −0.08 |
| AAPL Apple Inc. | Reduce -0.1% | 0.44% | −0.08 |
| GLDM SPDR Gold Minishares Trust | Reduce -15.3% | 0.28% | −0.06 |
| DFEV Dimensional Emrg MRKT Val | Reduce -9.2% | 0.56% | −0.04 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -6.2% | 0.15% | −0.02 |
| DFIV Dimensional International Va | Reduce -1.0% | 5.00% | −0.02 |
| AVIG Avantis Core Fixed Income | Reduce -0.8% | 0.22% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -1.5% | 0.32% | −0.02 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.5% | 0.35% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.1% | 0.35% | +0.01 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 0.94% | +0.02 |
| DFAI Dimensional International Co. | Reduce -0.7% | 3.15% | +0.05 |
| DIHP Dimensional International Hi | Reduce -0.1% | 5.38% | +0.06 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.4% | 4.37% | +0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| AVES Avantis Emerging Markets Val | Add +2.2% | 3.35% | +0.23 |
| DFAE Dimensional Emerging Core Eq | Add +1.9% | 4.30% | +0.22 |
| DFAC Dimensional US Core Equity 2 | Add +1.9% | 7.86% | +0.17 |
| GOOG Alphabet Inc. Class C | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | Add +21.1% | 0.75% | +0.12 |
| DFSV Dimensional US Small Cap Val | Add +4.9% | 7.82% | +0.10 |
| DFLV Dim US Large Cap Value ETF | Add +24.2% | 0.52% | +0.07 |
| MINT PIMCO Enhanced Short Maturit | Add +10.6% | 3.34% | +0.07 |
| DISV Dimensional International SM | Add +0.9% | 0.75% | +0.04 |
| DFIC Dimensional International Co. | Add +3.0% | 0.50% | +0.03 |
| AVGE Avantis All Eqty Mrkts ETF | Add +3.3% | 0.82% | +0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.5% | 0.63% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.17% | +0.01 |
| AVDE Avantis International Equity | Add +0.4% | 0.23% | +0.01 |
| MUB iShares National Muni Bond E | Add +1.4% | 0.14% | −0.01 |
| DFNM Dimensional National Muni BD | Add +2.0% | 0.21% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.4% | 0.27% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.18% | −0.02 |
| DUHP Dimensional US High Profi Et | Add +0.4% | 12.77% | −0.05 |
| BAB Invesco Taxable Municipal Bo | Add +4.0% | 1.90% | −0.09 |
| AVLV Avantis US Large Cap Value | Add +1.4% | 10.93% | −0.22 |
| DFAR Dimensional US Real Est ETF | Add +2.6% | 3.21% | −0.22 |
| BND Vanguard Total Bond Market | Add +3.3% | 5.92% | −0.27 |
| DFSD Dimensional Short Duration | Add +2.9% | 8.48% | −0.34 |
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 |