Broadhurst Jeffrey B

CIK 0002114882 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Broadhurst Jeffrey B reported 23 positions worth $47.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: DFUS (24.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$47.0M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.4%
Est. Net Flow (Q)
2026 Q2
10 / 23 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFUSDimensional U S Equity Market ETFSH$11.3M24.09%138,160
2DFACDimensional ETF U S Core Equity 2 ETFSH$10.2M21.75%230,443
3DFATDimensional U S Targeted Value ETFSH$4.8M10.26%68,950
4DFASDimensional U S Small Cap ETFSH$4.8M10.25%58,515
5DFSUDimensional US Sustainability Core 1 ETFSH$2.2M4.69%47,237
6DFAXDimensional World ex U S Core Equity 2 ETFSH$1.7M3.57%45,515
7GMEDGlobus Medical, Inc Class A Common StockSH$1.6M3.33%19,838
8DFIVDimensional International Value ETFSH$1.5M3.19%27,717
9DFSVDimensional US Small Cap Value ETFSH$1.4M2.94%35,573
10DFAIDimensional International Core Equity Market ETFSH$1.1M2.29%26,150

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Broadhurst Jeffrey B hold as of Q2 2026?

Broadhurst Jeffrey B reported 23 positions worth $47.0M in its Q2 2026 13F filing. Largest positions: DFUS (24.1%), DFAC (21.8%), DFAT (10.3%), DFAS (10.3%) and DFSU (4.7%).

What did Broadhurst Jeffrey B buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Broadhurst Jeffrey B sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.