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Broadhurst Jeffrey B

41 holdingsFiling period: 2026-03-31Current AUM: $106.4Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1DFUSDimensional U.S. Equity Market ETF226.0K$16.0M$18.4M17.33%+7.9K2026-03-31
2DFACDimensional ETF U.S. Core Equity 2 ETF256.8K$10.0M$11.4M10.74%-11,1902026-03-31
3DFASDimensional U.S. Small Cap ETF129.2K$9.2M$10.5M9.84%+5.8K2026-03-31
4DFSUDimensional US Sustainability Core 1 ETF168.3K$6.9M$7.9M7.46%+15.0K2026-03-31
5DFATDimensional U.S. Targeted Value ETF78.2K$4.9M$5.5M5.20%-1,4562026-03-31
6DFAIDimensional International Core Equity Market ETF102.9K$4.0M$4.3M4.07%+2.7K2026-03-31
7DFISDimensional International Small Cap ETF95.0K$3.2M$3.4M3.20%+1.8K2026-03-31
8DFSDDimensional Short-Duration Fixed Income ETF60.9K$2.9M$2.9M2.71%+1.4K2026-03-31
9DFAXDimensional World ex U.S. Core Equity 2 ETF84.7K$2.9M$3.1M2.91%-2,8112026-03-31
10DFIPDimensional Inflation-Protected Securities ETF66.0K$2.8M$2.7M2.51%+1.7K2026-03-31
11DFIVDimensional International Value ETF50.2K$2.6M$2.9M2.70%+62026-03-31
12DFSBDimensional Global Sustainability Fixed Income ETF44.9K$2.3M$2.3M2.14%+2.6K2026-03-31
13DFCFDimensional Core Fixed Income ETF54.7K$2.3M$2.3M2.13%+2.4K2026-03-31
14DFSIDimensional International Sustainability Core 1 ETF52.8K$2.2M$2.4M2.28%+2.7K2026-03-31
15DFAEDimensional Emerging Core Equity Market ETF63.4K$2.1M$2.4M2.24%-1,1602026-03-31
16DFNMDimensional National Municipal Bond ETF44.6K$2.1M$2.1M2.00%+1.5K2026-03-31
17DGCBDimensional Global Credit ETF37.7K$2.0M$2.0M1.89%+2.5K2026-03-31
18DFGXDimensional International Core Fixed Income ETF38.8K$2.0M$2.0M1.90%+2.7K2026-03-31
19DUSBDimensional Ultrashort Fixed Income ETF39.4K$2.0M$2.0M1.88%+2.7K2026-03-31
20GMEDGlobus Medical, Inc. Class A Common Stock23.1K$2.0M$1.8M1.71%-52026-03-31
21DFARDimensional US Real Estate ETF66.7K$1.6M$1.8M1.68%+3.0K2026-03-31
22DUHPDimensional US High Profitability ETF35.8K$1.3M$1.5M1.38%+52026-03-31
23DFSVDimensional US Small Cap Value ETF37.4K$1.3M$1.5M1.40%--2026-03-31
24DEHPDimensional Emerging Markets High Profitability ETF38.6K$1.3M$1.5M1.41%-2302026-03-31
25DFSEDimensional Emerging Markets Sustainability Core 1 ETF23.0K$974K$1.1M1.00%+1.1K2026-03-31
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