SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $270,174,033 |
| Positions | 60 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $73,167,430 | 1,569,106 |
| DIMENSIONAL ETF TRUST | DFCA | CALIF MUN BD ETF | $50,258,783 | 1,001,570 |
| NVIDIA CORPORATION | NVDA | COM | $37,334,887 | 186,590 |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $17,745,972 | 393,481 |
| DIMENSIONAL ETF TRUST | DFSE | EMER MARK SU ETF | $15,819,358 | 323,640 |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $9,710,173 | 200,893 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | SHS | $8,565,169 | 167,780 |
| DIMENSIONAL ETF TRUST | DFSB | GLOBAL SUSTAINA | $8,555,083 | 164,174 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $6,934,857 | 164,294 |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $5,591,746 | 213,752 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.