SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-14 |
| Reported value | $263,753,310 |
| Positions | 45 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $38,013,771 | 735,418 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $22,908,580 | 542,729 |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $19,089,744 | 462,726 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $15,944,316 | 411,042 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $13,723,771 | 337,691 |
| AMERICAN CENTY ETF TR | AVRE | REAL ESTATE ETF | $13,440,458 | 283,674 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $12,921,037 | 157,689 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $12,660,318 | 339,783 |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $12,062,379 | 96,685 |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $11,712,254 | 231,559 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.