Broadhurst Jeffrey B DFUS β€” Dimensional U.S. Equity Market ETF

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

AI Ownership Summary

Broadhurst Jeffrey B reported Dimensional U.S. Equity Market ETF (DFUS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 24.09% in 2026 Q2. The latest visible filing shows DFUS at 24.09% 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 DFUS 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. Equity Market 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

DFUS was reported at 24.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.09% 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 DFUS β€” position size vs. price
% of Fund (quarterly)    DFUS 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€” 138,160 -87,849 -38.9% 24.09% $11.3M 2026-08-12 $84.56
2026 Q1 INITIATED β€” β€” β€” 226,009 β€” β€” 16.42% $16.0M 2026-05-15 $80.08

FAQ About Broadhurst Jeffrey B and DFUS

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 DFUS?

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

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

The largest reported portfolio weight for DFUS was 24.09% in 2026 Q2.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2026 Q2, when Broadhurst Jeffrey B reported 138,160 shares, equal to 24.09% of portfolio, with an estimated market value of $11.3M.

What does the chart on this DFUS ownership page compare?

The chart compares Broadhurst Jeffrey B's quarterly DFUS 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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