Oceanside Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Oceanside Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Buy	422,944 +9,952	+2%	+$372K	8.28%	3
2026 Q1	$14.5M	Buy	412,992 +8,388	+2%	+$296K	8.26%	3
2025 Q4	$13.3M	Buy	404,604 +2,317	+0.6%	+$74.5K	8.07%	4
2025 Q3	$12.8M	Buy	402,287 +5,055	+1%	+$158K	8%	4
2025 Q2	$11.7M	Buy	397,232 +18,481	+5%	+$512K	7.82%	5
2025 Q1	$10.7M	Buy	378,751 +16,424	+5%	+$497K	7.72%	4
2024 Q4	$11.1M	Buy	362,327 +3,159	+0.9%	+$100K	8.3%	4
2024 Q3	$11.1M	Buy	359,168 +7,302	+2%	+$219K	8.25%	3
2024 Q2	$10.1M	Buy	351,866 +10,013	+3%	+$291K	8.18%	4
2024 Q1	$10.3M	Buy	341,853 +9,803	+3%	+$280K	8.52%	3
2023 Q4	$9.67M	Buy	+332,050	New	+$8.62M	8.54%	4

Other funds holding DFSV

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DPW

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

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Oceanside Advisors's DFSV Position: Q2 2026 in Review

Oceanside Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.4% in Q2 2026, buying an estimated $372K and bringing the position to 422,944 shares worth $16.4M. The position accounts for 8.28% of the portfolio, ranked #3.

Oceanside Advisors first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Oceanside Advisors held 422,944 shares of Dimensional US Small Cap Value ETF worth $16.4M as of Q2 2026.
Oceanside Advisors bought 9,952 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $372K.
Dimensional US Small Cap Value ETF made up 8.28% of Oceanside Advisors's portfolio in Q2 2026, its #3 holding.
Oceanside Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
289 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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