SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $1,079,408,358 |
| Positions | 128 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $240,466,688 | 2,934,668 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $186,192,266 | 5,054,079 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $161,814,375 | 3,833,555 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $94,701,711 | 1,150,130 |
| DIMENSIONAL ETF TRUST | DFSD | SHORT DURATION F | $93,072,932 | 1,949,171 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $62,096,122 | 888,357 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $28,852,328 | 393,030 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $27,571,798 | 951,736 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $21,887,817 | 72,850 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $21,405,286 | 574,484 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.