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Kelly Myers

Broadhurst Jeffrey B

Assets Managed
$97.573M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Broadhurst Jeffrey B's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Broadhurst Jeffrey B over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.573M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kelly Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
New Position
16.43%
$16.026M
226,009 shares@ $70.91 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
New Position
10.23%
$9.98M
256,826 shares@ $38.87 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
New Position
9.42%
$9.191M
129,215 shares@ $71.14 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
New Position
7.09%
$6.913M
168,250 shares@ $41.09 avg price
DFAT
Dimensional Us Target Value
Recent Activity
New Position
5.01%
$4.884M
78,209 shares@ $62.45 avg price
DFAI
Dimensional International Co
Recent Activity
New Position
4.11%
$4.01M
102,920 shares@ $38.97 avg price
DFIS
Dimensional International Sm
Recent Activity
New Position
3.28%
$3.197M
94,961 shares@ $33.67 avg price
DFSD
Dimensional Short Duration
Recent Activity
New Position
3%
$2.917M
60,932 shares@ $47.89 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
New Position
2.95%
$2.878M
84,724 shares@ $33.98 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
New Position
2.83%
$2.752M
65,967 shares@ $41.72 avg price

1-10 of 41