Broadhurst Jeffrey B
CIK 0002114882 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
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
Top Holdings
DFUS
Dimensional U S Equity Market ETF
24.1%
DFAC
Dimensional ETF U S Core Equity 2 ETF
21.8%
DFAT
Dimensional U S Targeted Value ETF
10.3%
DFAS
Dimensional U S Small Cap ETF
10.3%
DFSU
Dimensional US Sustainability Core 1 ETF
4.7%
DFAX
Dimensional World ex U S Core Equity 2 ETF
3.6%
GMED
Globus Medical, Inc Class A Common Stock
3.3%
DFIV
Dimensional International Value ETF
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.