account_balance
Investment manager · 13F filer · SEC CIK 2114882
Broadhurst Jeffrey B
Reported value$111Mas of Sep 30, 2026
Positions47 24 new, 0 sold out
Top 10 weight63.1%DFUS alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional U S Equity Market ETF
16.9%Added +64%
DFACDimensional ETF Trust US Cor Equ 2 ETF Do Not Use
10.1%Added +9%
DFASDimensional ETF Trust US Small Cap ETF Do Not Use
9.1%Added +122%
DFSUDimensional US Sustainability Core 1 ETF
7.3%Added +264%
DFATDimensional ETF Trust US Targeted Vlu Do Not Use
4.7%Added +13%
DFAIDimensional International Core Equity Market ETF
3.9%Added +303%
DFISDimensional International Small Cap ETF
3.2%Added +291%
DFAXDimensional World ex U S Core Equity 2 ETF
2.8%Added +85%
DFSBDimensional Global Sustainability Fixed Income ETF
2.6%Added +232%
DFSDDimensional Short-Duration Fixed Income ETF
2.6%New
DFIVDimensional International Value ETF
2.5%Added +82%
DFNMDimensional National Municipal Bond ETF
2.4%Added +388%
DFUSDimensional U S Equity Market ETF
16.9%Added +64%
DFACDimensional ETF Trust US Cor Equ 2 ETF Do Not Use
10.1%+9%
DFASDimensional ETF Trust US Small Cap ETF Do Not Use
9.1%+122%
DFSUDimensional US Sustainability Core 1 ETF
7.3%+264%
DFATDimensional ETF Trust US Targeted Vlu Do Not Use
4.7%
DFAIDimensional International Core Equity Market ETF
3.9%
DFIS3.2%
DFAX2.8%
DFSB
DFSD
DFIV
DFNM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional U S Equity Market ETF 16.9% Added +64%
DFAC Dimensional ETF Trust US Cor Equ 2 ETF Do Not Use 10.1% Added +9%
DFAS Dimensional ETF Trust US Small Cap ETF Do Not Use 9.1% Added +122%
DFSU Dimensional US Sustainability Core 1 ETF 7.3% Added +264%
DFAT Dimensional ETF Trust US Targeted Vlu Do Not Use 4.7% Added +13%
DFAI Dimensional International Core Equity Market ETF 3.9% Added +303%
DFIS Dimensional International Small Cap ETF 3.2% Added +291%
DFAX Dimensional World ex U S Core Equity 2 ETF 2.8% Added +85%
DFSB Dimensional Global Sustainability Fixed Income ETF 2.6% Added +232%
DFSD Dimensional Short-Duration Fixed Income ETF 2.6% New
DFIV Dimensional International Value ETF 2.5% Added +82%
DFNM Dimensional National Municipal Bond ETF 2.4% Added +388%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFSD $2.9M
- DFSI $2.53M
- DFIP $2.51M
- DFCF $2.33M
arrow_upwardAdded
- DFNM +388%
- DFAI +303%
- DFIS +291%
- DFAE +270%
arrow_downwardTrimmed
None
remove_circleSold out
None
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