SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $209,435,924 |
| Positions | 65 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $76,004,491 | 1,713,356 |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $33,921,149 | 920,770 |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $18,500,650 | 342,478 |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $6,779,491 | 123,241 |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $5,739,528 | 82,111 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,237,582 | 10,467 |
| DOCUSIGN INC | DOCU | COM | $5,038,472 | 113,428 |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $3,830,773 | 94,261 |
| AMAZON COM INC | AMZN | COM | $3,427,091 | 14,379 |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $3,071,867 | 74,469 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.