SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $356,701,503 |
| Positions | 30 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $45,346,583 | 824,333 |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $40,540,568 | 494,759 |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $27,863,313 | 338,393 |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $26,435,617 | 912,517 |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $26,099,006 | 486,969 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $24,639,695 | 352,499 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $23,362,505 | 489,267 |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $18,304,039 | 433,642 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $13,846,842 | 256,328 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $13,803,929 | 334,641 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.