Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OCEANSIDE ADVISORS LLC | 07-25-2024 | 06-30-2024 | 47 | 123,735,777 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 1 | $16,408,287 | 512,919 | 0.01 | 0.01 | 10,910 | 2.17 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 2 | $14,086,438 | 224,164 | 0.01 | 0.01 | 5,273 | 2.41 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3 | $10,518,178 | 223,791 | 0.01 | 0.01 | 16,070 | 7.74 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 4 | $10,126,698 | 351,866 | 0.01 | 0.01 | 10,013 | 2.93 | 06-30-2024 |
