Institutional Fund
Oceanside Advisors LLC
Mount Pleasant, SCCIK 20121845 filings on record
Portfolio Value
$175.28M
Q1 2026
Holdings
53
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+6.3%
from $164.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.8%
- American Centy ETF Tr11.1%
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust8.2%
- Dimensional ETF Trust7.6%
- Vanguard Bd Index Fds6.3%
- Other46.7%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 564.5K | $20.75M | 11.8% | +22.9K | Added |
| 2 | American Centy ETF Tr | 241.7K | $19.49M | 11.1% | +1.7K | Added |
| 3 | Dimensional ETF Trust | 413.0K | $14.47M | 8.3% | +8.4K | Added |
| 4 | Dimensional ETF Trust | 300.5K | $14.39M | 8.2% | +22.5K | Added |
| 5 | Dimensional ETF Trust | 340.9K | $13.25M | 7.6% | +11.4K | Added |
| 6 | Vanguard Bd Index Fds | 149.4K | $11.00M | 6.3% | +21.4K | Added |
| 7 | Dimensional ETF Trust | 285.1K | $9.19M | 5.2% | +10.6K | Added |
| 8 | Dimensional ETF Trust | 168.3K | $8.88M | 5.1% | +242 | Added |
| 9 | American Centy ETF Tr | 75.1K | $7.49M | 4.3% | −2.2K | Reduced |
| 10 | Dimensional ETF Trust | 215.9K | $7.31M | 4.2% | +605 | Added |
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