SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $301,076,044 |
| Positions | 63 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $134,545,505 | 3,033,037 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $41,890,057 | 1,124,264 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $19,313,104 | 404,463 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $13,171,660 | 324,106 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $12,057,562 | 285,657 |
| ISHARES TR | IVV | CORE S&P500 ETF | $10,280,293 | 13,727 |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $7,976,802 | 172,845 |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $5,265,639 | 127,636 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $4,640,793 | 177,401 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $4,226,568 | 30,732 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.