SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-30 |
| Reported value | $355,752,023 |
| Positions | 42 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $132,667,667 | 2,990,705 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $85,217,374 | 2,313,175 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $79,525,547 | 1,884,045 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $13,199,858 | 504,582 |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $13,009,432 | 315,342 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $7,278,911 | 150,593 |
| NEXTERA ENERGY INC | NEE | COM | $2,832,830 | 32,276 |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $2,485,681 | 48,950 |
| ISHARES TR | AGG | CORE US AGGBD ET | $2,383,141 | 24,077 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $1,921,215 | 47,274 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.