Filer Snapshot

Jeffrey B. Broadhurst

CIK 0002114882. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

3

Latest filing

12 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Largest parsed holding

DFUS

$11.32M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 12 Aug 2026 for CIK 0002114882.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$47M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$47M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
DFUS DFAC DFAT DFAS DFSU
+15 moreDFAX GMED DFIV DFSV DFAI DFSB DFIS DFAE DFNM DFAR BTC DEHP SNPS ETH DCOR

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

DFUS DFAC DFAT DFAS DFSU DFAX GMED DFIV
+12 moreDFSV DFAI DFSB DFIS DFAE DFNM DFAR BTC DEHP SNPS ETH DCOR
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1911 West Point Pike, Pob 301, West Point, PA, 19486-0301

Filer intelligence

What SEC filings say about Jeffrey B. Broadhurst

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $47M across 23 reported holdings for Q2 2026.
  • Largest parsed 13F holding: DFUS at $11.32M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 23 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 12 Aug 2026

Top 5 concentration

71%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$33.38M

Compared with $47M total 13F value.

Top 5 net change

-$20.48M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: BTC ยท Largest trim: DFUS

DFUS DFAC DFAT DFAS DFSU Other holdings

DFUS

24.1%

Dimensional U S Equity Market ETF

$11.32M

DFAC

21.8%

Dimensional ETF U S Core Equity 2 ETF

$10.22M

DFAT

10.3%

Dimensional U S Targeted Value ETF

$4.82M

DFAS

10.3%

Dimensional U S Small Cap ETF

$4.82M

DFSU

4.7%

Dimensional US Sustainability Core 1 ETF

$2.2M

Latest update

What changed recently for Jeffrey B. Broadhurst

New filing available

Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Aug 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 12 Aug 2026.

Open filer profile Browse recent public updates

SEC filing record

CIK 0002114882 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
3
First seen
14 May 2026
Latest filing
12 Aug 2026
Entity
Individual

Observed form types

13F-HR

CIK-linked evidence first

Jeffrey B. Broadhurst SEC filings Jeffrey B. Broadhurst 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 3 of 3 SEC filings for Jeffrey B. Broadhurst.

13F-HR

13F-HR filing

Filing date
12 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .