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 Q3	$15.6M	Buy	336,276 +23,275	+7%	+$1.1M	9.6%	3
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	$9.8M	Sell	207,721 -3,550	-2%	-$167K	8.09%	4
2023 Q4	$9.9M	Buy	+211,271	New	+$9.8M	8.77%	3

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Oceanside Advisors's DFSD Position: Q3 2026 in Review

Oceanside Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.4% in Q3 2026, buying an estimated $1.1M and bringing the position to 336,276 shares worth $15.6M. The position accounts for 9.6% of the portfolio, ranked #3.

Oceanside Advisors first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. 314 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Oceanside Advisors held 336,276 shares of Dimensional Short-Duration Fixed Income ETF worth $15.6M as of Q3 2026.
Oceanside Advisors bought 23,275 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.1M.
Dimensional Short-Duration Fixed Income ETF made up 9.6% of Oceanside Advisors's portfolio in Q3 2026, its #3 holding.
Oceanside Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
314 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.