SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $971,711,287 |
| Positions | 336 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $146,876,226 | 3,311,006 |
| DIMENSIONAL ETF TRUST | DGCB | GLOBAL CR ETF | $73,385,424 | 1,342,334 |
| DIMENSIONAL ETF TRUST | DFGP | GLOB CO PLUS ETF | $49,938,982 | 916,984 |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $36,468,343 | 940,148 |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $36,022,502 | 863,227 |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $32,654,773 | 876,402 |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $27,560,830 | 407,945 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $19,604,362 | 248,062 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $17,560,106 | 372,036 |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $16,838,365 | 352,635 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.