Jeffrey B Broadhurst - Portfolio overview
Jeffrey B Broadhurst has 40 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Healthcare and Technology.
Largest reported holdings by portfolio allocation
- DFUS - Dimensional U.S. Equity Market ETF, 16.80%
- DFAC - Dimensional ETF U.S. Core Equity 2 ETF, 11.02%
- DFAS - Dimensional U.S. Small Cap ETF, 8.93%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.