SEC Form 13F

DWR WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$133,622,096
Positions56

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$17,290,67323,234
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$14,711,913357,606
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$13,212,628319,146
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$9,442,845133,148
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$8,836,579222,865
APPLE INCAAPLCOM$7,720,54627,403
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$7,448,47391,640
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$4,994,35060,966
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$4,474,420122,118
VANGUARD INDEX FDSVNQREAL ESTATE ETF$4,233,20843,130

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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