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Broadhurst Jeffrey B Historic Quarter Change: USA ETF, Reduced

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Broadhurst Jeffrey B historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Broadhurst Jeffrey B opened 2 positions, added to 24, reduced 25 and sold out of 16.

  • Q2 2026: Stock DFSU; Country of operation —; Class US SUSTAINABILTY; Shares before 168,250.
  • Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 226,009.
  • Q2 2026: Stock DFAS; Country of operation —; Class US SMALL CAP ETF; Shares before 129,215.
  • Q2 2026: Stock DFAI; Country of operation —; Class INTL CORE EQT MK; Shares before 102,920.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2114882), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFSU
Dimensional US Sustainability Core 1 ETF		US SUSTAINABILTY168,25047,237-121,013$6,913,386$2,202,680-$4,710,7062026-08-12
Q2 2026DFUS
Dimensional U S Equity Market ETF		US EQUITY MARKET226,009138,160-87,849$16,026,264$11,320,774-$4,705,4902026-08-12
Q2 2026DFAS
Dimensional U S Small Cap ETF		US SMALL CAP ETF129,21558,515-70,700$9,191,091$4,818,118-$4,372,9732026-08-12
Q2 2026DFAI
Dimensional International Core Equity Market ETF		INTL CORE EQT MK102,92026,150-76,770$4,009,771$1,078,688-$2,931,0832026-08-12
Q2 2026DFIS
Dimensional International Small Cap ETF		INTL SMALL CAP E94,96124,870-70,091$3,197,327$871,196-$2,326,1312026-08-12
Q2 2026DFNM
Dimensional National Municipal Bond ETF		NATL MUN BD ETF44,61612,000-32,616$2,138,437$580,020-$1,558,4172026-08-12
Q2 2026DFAE
Dimensional Emerging Core Equity Market ETF		EMGR CRE EQT MNG63,40016,940-46,460$2,146,710$681,158-$1,465,5522026-08-12
Q2 2026DFSB
Dimensional Global Sustainability Fixed Income ETF		GLOBAL SUSTAINA44,86917,750-27,119$2,321,631$924,952-$1,396,6792026-08-12
Q2 2026DFAX
Dimensional World ex U S Core Equity 2 ETF		WORLD EX US CORE84,72445,515-39,209$2,878,081$1,676,766-$1,201,3152026-08-12
Q2 2026DFIV
Dimensional International Value ETF		INTERNATNAL VAL50,22227,717-22,505$2,650,701$1,497,258-$1,153,4432026-08-12
Q2 2026DFAR
Dimensional US Real Estate ETF		US REAL ESTATE E66,71920,800-45,919$1,577,894$544,128-$1,033,7662026-08-12
Q2 2026DEHP
Dimensional Emerging Markets High Profitability ETF		EMERGING MKTS HI38,56311,718-26,845$1,303,027$501,166-$801,8612026-08-12
Q2 2026DFEM
Dimensional Emerging Markets Core Equity 2 ETF		EMERGING MKTS CO15,6935,138-10,555$542,202$208,810-$333,3922026-08-12
Q2 2026DFAC
Dimensional ETF U S Core Equity 2 ETF		US CORE EQUITY 2256,826230,443-26,383$9,980,266$10,222,446+$242,1802026-08-12
Q2 2026DFSV
Dimensional US Small Cap Value ETF		US SMALL CAP VAL37,44435,573-1,871$1,312,050$1,379,881+$67,8312026-08-12
Q2 2026DFAT
Dimensional U S Targeted Value ETF		US TARGETED VLU78,20968,950-9,259$4,884,140$4,819,598-$64,5422026-08-12
Q2 2026SPY
State Street SPDR S&P 500 ETF Trust		TR UNIT339300-39$220,465$224,031+$3,5662026-08-12
Q1 2026DFAC
Dimensional ETF U.S. Core Equity 2 ETF		US CORE EQUITY 2268,016256,826-11,190$10,610,762$9,980,266-$630,4962026-05-14
Q1 2026DFAT
Dimensional U.S. Targeted Value ETF		US TARGETED VLU79,66578,209-1,456$4,743,226$4,884,140+$140,9142026-05-14
Q1 2026DFAU
Dimensional US Core Equity Market ETF		US CORE EQT MKT13,98013,030-950$654,264$587,909-$66,3552026-05-14
Q1 2026DEHP
Dimensional Emerging Markets High Profitability ETF		EMERGING MKTS HI38,79338,563-230$1,251,060$1,303,027+$51,9672026-05-14
Q1 2026DFAE
Dimensional Emerging Core Equity Market ETF		EMGR CRE EQT MNG64,56063,400-1,160$2,102,704$2,146,710+$44,0062026-05-14
Q1 2026DISV
Dimensional International Small Cap Value ETF		INTL SMALL CAP V7,7836,783-1,000$295,736$267,503-$28,2332026-05-14
Q1 2026DFAX
Dimensional World ex U.S. Core Equity 2 ETF		WORLD EX US CORE87,53584,724-2,811$2,865,022$2,878,081+$13,0592026-05-14
Q1 2026DFEM
Dimensional Emerging Markets Core Equity 2 ETF		EMERGING MKTS CO16,49315,693-800$545,597$542,202-$3,3952026-05-14

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