SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,550,764,238 |
| Positions | 312 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $141,453,030 | 1,726,300 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $105,253,221 | 1,505,769 |
| ISHARES TR | IVV | CORE S&P500 ETF | $79,140,121 | 105,677 |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $74,018,718 | 842,270 |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $69,219,294 | 1,159,646 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $62,842,363 | 1,163,317 |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $59,551,568 | 1,342,461 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $51,152,015 | 529,634 |
| ISHARES TR | AGG | CORE US AGGBD ET | $45,524,834 | 459,940 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $43,579,618 | 792,213 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.