BJB
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Broadhurst Jeffrey B’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Broadhurst Jeffrey B’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65,967
Closed -$2.75M – 33
2026
Q1 		$2.75M Buy
65,967
+1,744
+3% +$73K 2.82% 10
2025
Q4 		$2.67M Buy
+64,223
New +$2.7M 2.77% 10

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Broadhurst Jeffrey B's DFIP Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026, closing a stake of 65,967 shares — an estimated $2.75M sold.

Broadhurst Jeffrey B first reported a position in DFIP in Q4 2025 and held it in 2 quarters. The position peaked at $2.75M in Q1 2026. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 65,967 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.75M.
  • Broadhurst Jeffrey B first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional Inflation-Protected Securities ETF position peaked at $2.75M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.