Broadhurst Jeffrey B DFAS β€” Dimensional U.S. Small Cap ETF

Ownership history in Broadhurst Jeffrey B  Β·  2 quarters on record

AI Ownership Summary

Broadhurst Jeffrey B reported Dimensional U.S. Small Cap ETF (DFAS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 10.25% in 2026 Q2. The latest visible filing shows DFAS at 10.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broadhurst Jeffrey B's position in Dimensional U.S. Small Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFAS was reported at 10.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.25% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Broadhurst Jeffrey B held DFAS β€” position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 58,515 -70,700 -54.7% 10.25% $4.8M 2026-08-12 $83.81
2026 Q1 INITIATED β€” β€” β€” 129,215 β€” β€” 9.42% $9.2M 2026-05-15 $75.41

FAQ About Broadhurst Jeffrey B and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Broadhurst Jeffrey B reported owning DFAS?

Broadhurst Jeffrey B reported DFAS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported DFAS position in Broadhurst Jeffrey B's portfolio?

The largest reported portfolio weight for DFAS was 10.25% in 2026 Q2.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2026 Q2, when Broadhurst Jeffrey B reported 58,515 shares, equal to 10.25% of portfolio, with an estimated market value of $4.8M.

What does the chart on this DFAS ownership page compare?

The chart compares Broadhurst Jeffrey B's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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