Broadhurst Jeffrey B
CIK 2114882 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- DFUS24.09%
- DFAC21.75%
- DFAT10.25%
- DFAS10.25%
- DFSU4.69%
- DFAX3.57%
- GMED3.34%
- DFIV3.19%
- DFSV2.94%
- DFAI2.30%
Share classes counted separately86.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +11.52 pp10.23% → 21.75%Shares -26.38K (-10.27%)
- DFUSWeight increased · +7.67 pp16.42% → 24.09%Shares -87.85K (-38.87%)
- DFATWeight increased · +5.24 pp5.01% → 10.25%Shares -9.26K (-11.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $11.32M | 24.09% | 138.16K shares | 16.42% → 24.09%+7.67 pp -87.85K (-38.87%) | Reduced | ↗▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $10.22M | 21.75% | 230.44K shares | 10.23% → 21.75%+11.52 pp -26.38K (-10.27%) | Reduced | ↗▾ |
| 03 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $4.82M | 10.25% | 68.95K shares | 5.01% → 10.25%+5.24 pp -9.26K (-11.84%) | Reduced | ↗▾ |
| 04 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $4.82M | 10.25% | 58.52K shares | 9.42% → 10.25%+0.83 pp -70.70K (-54.72%) | Reduced | ↗▾ |
| 05 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $2.20M | 4.69% | 47.24K shares | 7.09% → 4.69%-2.40 pp -121.01K (-71.92%) | Reduced | ↗▾ |
| 06 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $1.68M | 3.57% | 45.52K shares | 2.95% → 3.57%+0.62 pp -39.21K (-46.28%) | Reduced | ↗▾ |
| 07 | GMEDGLOBUS MEDICAL INC - ACL A View history and evidence | $1.57M | 3.34% | 19.84K shares | 2.04% → 3.34%+1.30 pp -3.21K (-13.95%) | Reduced | ↗▾ |
| 08 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $1.50M | 3.19% | 27.72K shares | 2.72% → 3.19%+0.47 pp -22.50K (-44.81%) | Reduced | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $1.38M | 2.94% | 35.57K shares | 1.34% → 2.94%+1.60 pp -1.87K (-5.00%) | Reduced | ↗▾ |
| 10 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $1.08M | 2.30% | 26.15K shares | 4.11% → 2.30%-1.81 pp -76.77K (-74.59%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFSD DIMENSIONAL SHORT DURATION | Non-derivative | -60,932 | -$2.92M | SEC filing ↗ | SEC filing ↗ |
| DFIP DIMENSIONAL INFLATION-PROTEC | Non-derivative | -65,967 | -$2.75M | SEC filing ↗ | SEC filing ↗ |
| DFCF DIMENSIONAL CORE FIXED INC | Non-derivative | -54,690 | -$2.31M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2114882 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 46999450
}Take these holdings further.
This page includes 23 of 23 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 23 of 23 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2114882","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2114882","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.