SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $7,080,592,885 |
| Positions | 716 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $713,379,842 | 16,110,656 |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $274,672,528 | 743,141 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $258,522,107 | 5,420,887 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $196,082,276 | 4,667,514 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $179,892,806 | 2,199,716 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $179,268,986 | 4,772,870 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $171,121,228 | 4,123,403 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $144,088,589 | 2,077,701 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $132,659,359 | 1,820,993 |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $122,646,385 | 1,579,884 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.