Oceanside Advisors Llc Increases Portfolio Holdings in Q2 2026

Oceanside Advisors Llc significantly reshaped its portfolio during Q2 2026 (as of June 30), favoring established Dimensional Fund Advisors holdings across various sectors. The firm increased its stake in multiple Dimensional ETF Trust products, demonstrating a continued focus on diversified exposure through these vehicles.

The most substantial additions by Oceanside Advisors Llc this quarter were concentrated within Dimensional Fund's suite of exchange-traded funds (ETFs). Notably, the investor boosted their position in DUHP (Dimensional ETF Trust) by 3.46%, adding over 19,500 shares valued at $24.37 million. Similarly, significant increases were observed in other Dimensional holdings: DFSV (Dimensional ETF Trust) saw a share increase of approximately 2.41% ($9952), and DFAC (Dimensional ETF Trust) experienced a nearly 3.35% rise in shares, adding over 11,000.

Oceanside Advisors Llc also demonstrated strong interest in other Dimensional Fund offerings and unrelated funds during Q2 2026. The investor increased their holdings of DIHP (Dimensional ETF Trust) by about 3.4%, adding over 9,700 shares. Furthermore, the firm added positions to Dimensional Fund's DFAI and DFIV funds, increasing their allocations slightly.

Beyond Dimensional ETFs, Oceanside Advisors Llc also invested in other established fund complexes during Q2 2026. The investor notably increased their position in BAB (Invesco Exchange Traded Fund II Trust) by over 6.49%, adding nearly 8,355 shares to this investment of $3.68 million.

The firm also bolstered its exposure to BND (Vanguard Total Bond Market Index Fund Shares) and MINT (PIMCO Investment Grade Inflation Protected ETF). Increases in these fixed-income related holdings were recorded, adding shares to each respective fund complex.

In contrast, the investor slightly reduced their position in DFAE (Dimensional ETF Trust) during Q2 2026. This reduction was minimal compared to other changes, but still represents a decrease of approximately 1.82%.

Oceanside Advisors Llc also initiated or significantly increased their position in VGT (Visa) stock during the quarter, with a reported change percentage increase of 100%. This indicates either direct ownership or a very significant boost to an underlying equity within one of their funds.