Oceanside Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Oceanside Advisors LLC reported 48 stock positions worth $160.0 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, 8.3%). Compared with Q2 2025, it opened 2 new positions, added to 27 and reduced 12. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +1%) and the biggest sale Dimensional Core Fixed (DFCF, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $160.0M (Q3 2025)
- SEC Filing
- 0002012184-25-000007 ↗ filed Nov 7, 2025
Holdings Value
Holdings 48 stocks · $160.0M
| DUHP Dimensional US High Profi Et | 12.75% | 540,171 | $20.4M | Add +0.6% |
| AVLV Avantis US Large Cap Value | 10.93% | 242,058 | $17.5M | Add +1.1% |
| DFSD Dimensional Short Duration | 8.32% | 276,251 | $13.3M | Add +4.7% |
| DFSV Dimensional US Small Cap Val | 8.00% | 402,287 | $12.8M | Add +1.3% |
| DFAC Dimensional US Core Equity 2 | 7.97% | 330,561 | $12.7M | Add +0.9% |
| BND Vanguard Total Bond Market | 5.76% | 123,957 | $9.2M | Add +3.2% |
| DIHP Dimensional International Hi | 5.26% | 276,805 | $8.4M | Add +1.5% |
| DFIV Dimensional International Va | 5.02% | 174,140 | $8.0M | Reduce -0.2% |
| AVDV Avantis Intl S/C Value ETF | 4.52% | 81,166 | $7.2M | Reduce -1.6% |
| DFAE Dimensional Emerging Core Eq | 4.33% | 219,873 | $6.9M | Reduce -1.1% |
| MINT PIMCO Enhanced Short Maturit | 3.34% | 53,073 | $5.3M | Add +6.9% |
| AVES Avantis Emerging Markets Val | 3.33% | 92,959 | $5.3M | Reduce -0.6% |
| DFAR Dimensional US Real Est ETF | 3.16% | 212,049 | $5.1M | Add +3.7% |
| DFAI Dimensional International Co. | 3.10% | 136,570 | $5.0M | Add +0.2% |
| BAB Invesco Taxable Municipal Bo | 1.91% | 111,824 | $3.1M | Add +4.5% |
| DFAU Dimensional US Core Equity M | 0.92% | 32,029 | $1.5M | Reduce -3.5% |
| AVGE Avantis All Eqty Mrkts ETF | 0.89% | 16,978 | $1.4M | Add +6.7% |
| GLD SPDR Gold Shares | 0.82% | 3,670 | $1.3M | Reduce -0.0% |
| DISV Dimensional International SM | 0.77% | 34,414 | $1.2M | Add +0.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.64% | 15,295 | $1.0M | Add +0.3% |
| DFEV Dimensional Emrg MRKT Val | 0.56% | 28,228 | $900K | Add +0.4% |
| DFCF Dimensional Core Fixed Inc. | 0.56% | 20,842 | $891K | Reduce -24.1% |
| DFLV Dim US Large Cap Value ETF | 0.53% | 25,532 | $840K | Add +1.4% |
| AAPL Apple Inc. | 0.52% | 3,296 | $839K | Add +3.8% |
| DFIC Dimensional International Co. | 0.51% | 24,761 | $812K | Add +2.2% |
| MSFT Microsoft Corp. | 0.46% | 1,424 | $738K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 1,462 | $735K | Reduce -22.3% |
| JPM JPMorgan Chase & Co. | 0.41% | 2,085 | $658K | Reduce -7.1% |
| DFEM Dimensional Emrg MRKT Core | 0.35% | 17,465 | $560K | Add +0.3% |
| AVUS Avantis U.S. Equity ETF | 0.35% | 5,096 | $554K | Reduce -0.6% |
| AVUV Avantis US Small Cap Value | 0.33% | 5,290 | $526K | Add +0.7% |
| NTRS Northern Trust Corp. | 0.32% | 3,803 | $512K | No change |
| GLDM SPDR Gold Minishares Trust | 0.31% | 6,388 | $488K | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.26% | 6,228 | $413K | Add +1.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.25% | 8,137 | $402K | Add +1.4% |
| AVDE Avantis International Equity | 0.23% | 4,673 | $369K | Add +0.3% |
| DFNM Dimensional National Muni BD | 0.21% | 7,094 | $340K | Add +7.1% |
| AVIG Avantis Core Fixed Income | 0.21% | 7,962 | $335K | No change |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.20% | 5,809 | $313K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 1,280 | $312K | No change |
| VNQ Vanguard Real Estate ETF | 0.18% | 3,072 | $281K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.16% | 1,191 | $261K | No change |
| WMT Walmart Inc. | 0.15% | 2,330 | $240K | Reduce -2.1% |
| AVSF Avantis Short-Term Fixed Inc. | 0.15% | 4,964 | $234K | Add +4.1% |
| MUB iShares National Muni Bond E | 0.14% | 2,168 | $231K | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 660 | $217K | New |
| NSC Norfolk Southern Corp. | 0.13% | 704 | $211K | New |
| SCWO 374WATER Inc. | 0.01% | 50,000 | $14K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DFCF Dimensional Core Fixed Inc. | Reduce -24.1% | 0.56% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.3% | 0.46% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -7.1% | 0.41% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -3.5% | 0.92% | −0.02 |
| AVES Avantis Emerging Markets Val | Reduce -0.6% | 3.33% | −0.02 |
| WMT Walmart Inc. | Reduce -2.1% | 0.15% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.6% | 0.35% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.6% | 0.31% | +0.02 |
| DFIV Dimensional International Va | Reduce -0.2% | 5.02% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.1% | 4.33% | +0.03 |
| GLD SPDR Gold Shares | Reduce -0.0% | 0.82% | +0.07 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.6% | 4.52% | +0.14 |
Portfolio Buys Q2 2025 → Q3 2025
| DFSV Dimensional US Small Cap Val | Add +1.3% | 8.00% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.14% | +0.14 |
| NSC Norfolk Southern Corp. | New | 0.13% | +0.13 |
| DFAC Dimensional US Core Equity 2 | Add +0.9% | 7.97% | +0.11 |
| AAPL Apple Inc. | Add +3.8% | 0.52% | +0.09 |
| AVGE Avantis All Eqty Mrkts ETF | Add +6.7% | 0.89% | +0.06 |
| DISV Dimensional International SM | Add +0.4% | 0.77% | +0.01 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.3% | 0.64% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +0.7% | 0.33% | +0.01 |
| BAB Invesco Taxable Municipal Bo | Add +4.5% | 1.91% | +0.01 |
| AVLV Avantis US Large Cap Value | Add +1.1% | 10.93% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +0.3% | 0.35% | +0.00 |
| DFIC Dimensional International Co. | Add +2.2% | 0.51% | +0.00 |
| DFNM Dimensional National Muni BD | Add +7.1% | 0.21% | +0.00 |
| DFLV Dim US Large Cap Value ETF | Add +1.4% | 0.53% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +6.9% | 3.34% | +0.00 |
| MUB iShares National Muni Bond E | Add +5.8% | 0.14% | +0.00 |
| AVDE Avantis International Equity | Add +0.3% | 0.23% | −0.00 |
| DFEV Dimensional Emrg MRKT Val | Add +0.4% | 0.56% | −0.00 |
| AVSF Avantis Short-Term Fixed Inc. | Add +4.1% | 0.15% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.18% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.4% | 0.25% | −0.01 |
| DUHP Dimensional US High Profi Et | Add +0.6% | 12.75% | −0.02 |
| KO The Coca-Cola Co. | Add +1.6% | 0.26% | −0.03 |
| DFAR Dimensional US Real Est ETF | Add +3.7% | 3.16% | −0.05 |
| DFAI Dimensional International Co. | Add +0.2% | 3.10% | −0.05 |
| DIHP Dimensional International Hi | Add +1.5% | 5.26% | −0.12 |
| DFSD Dimensional Short Duration | Add +4.7% | 8.32% | −0.16 |
| BND Vanguard Total Bond Market | Add +3.2% | 5.76% | −0.16 |
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 |