Broadhurst Jeffrey B
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Broadhurst Jeffrey B reported 23 stock positions worth $47.0 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 24.1% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 21.8%) and Dimensional US Target Value (DFAT, 10.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 20, added to 1 and reduced 19. The biggest buy was a new position in Grayscale Bitcoin Mini ETF (BTC) and the biggest sale an exit from Dimensional Short Duration (DFSD).
- Most Recent 13F
- Q2 2026
- Location
- WEST POINT, PA
- CIK
- 0002114882
- Portfolio Value
- $47.0M (Q2 2026)
- SEC Filing
- 0002114882-26-000003 ↗ filed Aug 12, 2026
Holdings Value
Holdings 23 stocks · $47.0M
| DFUS Dimensional US Eq MKT ETF | 24.09% | 138,160 | $11.3M | Reduce -38.9% |
| DFAC Dimensional US Core Equity 2 | 21.75% | 230,443 | $10.2M | Reduce -10.3% |
| DFAT Dimensional US Target Value | 10.25% | 68,950 | $4.8M | Reduce -11.8% |
| DFAS Dimensional US Small Cap ETF | 10.25% | 58,515 | $4.8M | Reduce -54.7% |
| DFSU Dimensional US Sus CORE1 ETF | 4.69% | 47,237 | $2.2M | Reduce -71.9% |
| DFAX Dimensional World Ex US Core | 3.57% | 45,515 | $1.7M | Reduce -46.3% |
| GMED Globus Medical Inc. Class A | 3.34% | 19,838 | $1.6M | Reduce -13.9% |
| DFIV Dimensional International Va | 3.19% | 27,717 | $1.5M | Reduce -44.8% |
| DFSV Dimensional US Small Cap Val | 2.94% | 35,573 | $1.4M | Reduce -5.0% |
| DFAI Dimensional International Co. | 2.30% | 26,150 | $1.1M | Reduce -74.6% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 1.97% | 17,750 | $925K | Reduce -60.4% |
| DFIS Dimensional International SM | 1.85% | 24,870 | $871K | Reduce -73.8% |
| DFAE Dimensional Emerging Core Eq | 1.45% | 16,940 | $681K | Reduce -73.3% |
| DFNM Dimensional National Muni BD | 1.23% | 12,000 | $580K | Reduce -73.1% |
| DFAR Dimensional US Real Est ETF | 1.16% | 20,800 | $544K | Reduce -68.8% |
| BTC Grayscale Bitcoin Mini ETF | 1.10% | 20,000 | $519K | New |
| DEHP Dimensional Emrg MRK Hi Prof | 1.07% | 11,718 | $501K | Reduce -69.6% |
| SNPS Synopsys Inc. | 0.98% | 1,036 | $462K | Reduce -0.9% |
| ETH Grayscale Ethereum Staking M | 0.90% | 28,000 | $421K | Add +32.0% |
| DCOR Dimensional US Core Eq 1 ETF | 0.56% | 3,200 | $262K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 300 | $224K | Reduce -11.5% |
| DFUV Dimensional US Marketwide Va | 0.46% | 3,929 | $216K | New |
| DFEM Dimensional Emrg MRKT Core | 0.44% | 5,138 | $209K | Reduce -67.3% |
Portfolio Sells Q1 2026 → Q2 2026
| DFSD Dimensional Short Duration | Sold out | 0.00% | −2.99 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −2.82 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -71.9% | 4.69% | −2.40 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −2.37 |
| DFSI Dimensional Int Sus COR1 ETF | Sold out | 0.00% | −2.29 |
| DGCB Dimensional Global Credit | Sold out | 0.00% | −2.09 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Sold out | 0.00% | −2.09 |
| DUSB Dimension Ultrashort Fi ETF | Sold out | 0.00% | −2.05 |
| DFAI Dimensional International Co. | Reduce -74.6% | 2.30% | −1.81 |
| DFIS Dimensional International SM | Reduce -73.8% | 1.85% | −1.42 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −1.35 |
| DFSE Dimensional Em Sus CORE1 ETF | Sold out | 0.00% | −1.00 |
| DFNM Dimensional National Muni BD | Reduce -73.1% | 1.23% | −0.96 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.89 |
| DFAE Dimensional Emerging Core Eq | Reduce -73.3% | 1.45% | −0.75 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.72 |
| ARKB ARK 21SHARES Bitcoin ETF | Sold out | 0.00% | −0.61 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.60 |
| DFAR Dimensional US Real Est ETF | Reduce -68.8% | 1.16% | −0.46 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -60.4% | 1.97% | −0.41 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.38 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.37 |
| DFGR Dim Global Real Estate ETF | Sold out | 0.00% | −0.34 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.28 |
| DISV Dimensional International SM | Sold out | 0.00% | −0.27 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -69.6% | 1.07% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.25 |
| DFEM Dimensional Emrg MRKT Core | Reduce -67.3% | 0.44% | −0.11 |
| ASPI Asp Isotopes Inc. | Sold out | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.5% | 0.48% | +0.25 |
| DFIV Dimensional International Va | Reduce -44.8% | 3.19% | +0.47 |
| SNPS Synopsys Inc. | Reduce -0.9% | 0.98% | +0.56 |
| DFAX Dimensional World Ex US Core | Reduce -46.3% | 3.57% | +0.62 |
| DFAS Dimensional US Small Cap ETF | Reduce -54.7% | 10.25% | +0.83 |
| GMED Globus Medical Inc. Class A | Reduce -13.9% | 3.34% | +1.30 |
| DFSV Dimensional US Small Cap Val | Reduce -5.0% | 2.94% | +1.59 |
| DFAT Dimensional US Target Value | Reduce -11.8% | 10.25% | +5.25 |
| DFUS Dimensional US Eq MKT ETF | Reduce -38.9% | 24.09% | +7.66 |
| DFAC Dimensional US Core Equity 2 | Reduce -10.3% | 21.75% | +11.52 |