Oceanside Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Oceanside Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9M	Buy	313,001 +12,507	+4%	+$599K	7.54%	5
2026 Q1	$14.4M	Buy	300,494 +22,523	+8%	+$1.08M	8.21%	4
2025 Q4	$13.3M	Buy	277,971 +1,720	+0.6%	+$82.9K	8.08%	3
2025 Q3	$13.3M	Buy	276,251 +12,327	+5%	+$593K	8.32%	3
2025 Q2	$12.7M	Buy	263,924 +7,468	+3%	+$356K	8.48%	3
2025 Q1	$12.2M	Buy	256,456 +18,501	+8%	+$874K	8.82%	3
2024 Q4	$11.2M	Buy	237,955 +7,028	+3%	+$332K	8.32%	3
2024 Q3	$11M	Buy	230,927 +7,136	+3%	+$339K	8.22%	4
2024 Q2	$10.5M	Buy	223,791 +16,070	+8%	+$754K	8.5%	3
2024 Q1	$9.77M	Sell	207,721 -3,550	-2%	-$167K	8.09%	4
2023 Q4	$9.93M	Buy	+211,271	New	+$9.84M	8.77%	3

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oceanside Advisors's DFSD Position: Q2 2026 in Review

Oceanside Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.2% in Q2 2026, buying an estimated $599K and bringing the position to 313,001 shares worth $14.9M. The position accounts for 7.54% of the portfolio, ranked #5.

Oceanside Advisors first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 243 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Oceanside Advisors held 313,001 shares of Dimensional Short-Duration Fixed Income ETF worth $14.9M as of Q2 2026.
Oceanside Advisors bought 12,507 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $599K.
Dimensional Short-Duration Fixed Income ETF made up 7.54% of Oceanside Advisors's portfolio in Q2 2026, its #5 holding.
Oceanside Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
243 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.