Broadhurst Jeffrey B
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Broadhurst Jeffrey B reported 41 stock positions worth $97.6 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 16.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 10.2%) and Dimensional US Small Cap ETF (DFAS, 9.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 25 and reduced 9. The biggest buy was Dimensional US Small Cap ETF (DFAS, shares +5%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WEST POINT, PA
- CIK
- 0002114882
- Portfolio Value
- $97.6M (Q1 2026)
- SEC Filing
- 0002114882-26-000001 ↗ filed May 14, 2026
Holdings Value
Holdings 41 stocks · $97.6M
| DFUS Dimensional US Eq MKT ETF | 16.42% | 226,009 | $16.0M | Add +3.6% |
| DFAC Dimensional US Core Equity 2 | 10.23% | 256,826 | $10.0M | Reduce -4.2% |
| DFAS Dimensional US Small Cap ETF | 9.42% | 129,215 | $9.2M | Add +4.7% |
| DFSU Dimensional US Sus CORE1 ETF | 7.09% | 168,250 | $6.9M | Add +9.8% |
| DFAT Dimensional US Target Value | 5.01% | 78,209 | $4.9M | Reduce -1.8% |
| DFAI Dimensional International Co. | 4.11% | 102,920 | $4.0M | Add +2.6% |
| DFIS Dimensional International SM | 3.28% | 94,961 | $3.2M | Add +1.9% |
| DFSD Dimensional Short Duration | 2.99% | 60,932 | $2.9M | Add +2.4% |
| DFAX Dimensional World Ex US Core | 2.95% | 84,724 | $2.9M | Reduce -3.2% |
| DFIP Dimensional Inflation-Protec | 2.82% | 65,967 | $2.8M | Add +2.7% |
| DFIV Dimensional International Va | 2.72% | 50,222 | $2.7M | Add +0.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.38% | 44,869 | $2.3M | Add +6.3% |
| DFCF Dimensional Core Fixed Inc. | 2.37% | 54,690 | $2.3M | Add +4.7% |
| DFSI Dimensional Int Sus COR1 ETF | 2.29% | 52,794 | $2.2M | Add +5.4% |
| DFAE Dimensional Emerging Core Eq | 2.20% | 63,400 | $2.1M | Reduce -1.8% |
| DFNM Dimensional National Muni BD | 2.19% | 44,616 | $2.1M | Add +3.4% |
| DGCB Dimensional Global Credit | 2.09% | 37,708 | $2.0M | Add +7.2% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 2.09% | 38,825 | $2.0M | Add +7.5% |
| DUSB Dimension Ultrashort Fi ETF | 2.05% | 39,410 | $2.0M | Add +7.5% |
| GMED Globus Medical Inc. Class A | 2.04% | 23,053 | $2.0M | Reduce -0.0% |
| DFAR Dimensional US Real Est ETF | 1.62% | 66,719 | $1.6M | Add +4.7% |
| DUHP Dimensional US High Profi Et | 1.35% | 35,785 | $1.3M | Add +0.0% |
| DFSV Dimensional US Small Cap Val | 1.34% | 37,444 | $1.3M | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 1.34% | 38,563 | $1.3M | Reduce -0.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 1.00% | 22,999 | $974K | Add +4.8% |
| BITB Bitwise Bitcoin ETF | 0.89% | 23,567 | $868K | Add +13.9% |
| IBIT iShares Bitcoin Trust ETF | 0.72% | 18,268 | $702K | Add +9.4% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.61% | 26,592 | $598K | Add +22.1% |
| DFAU Dimensional US Core Equity M | 0.60% | 13,030 | $588K | Reduce -6.8% |
| DFEM Dimensional Emrg MRKT Core | 0.56% | 15,693 | $542K | Reduce -4.8% |
| ETH Grayscale Ethereum Staking M | 0.43% | 21,218 | $421K | Add +14.2% |
| SNPS Synopsys Inc. | 0.42% | 1,045 | $414K | No change |
| AAPL Apple Inc. | 0.38% | 1,473 | $374K | Add +1.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.37% | 6,183 | $365K | No change |
| DFGR Dim Global Real Estate ETF | 0.34% | 12,335 | $328K | Add +10.2% |
| AMZN Amazon.com Inc. | 0.28% | 1,288 | $268K | Add +5.8% |
| DISV Dimensional International SM | 0.27% | 6,783 | $268K | Reduce -12.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 715 | $242K | New |
| DCOR Dimensional US Core Eq 1 ETF | 0.24% | 3,200 | $231K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 339 | $220K | No change |
| ASPI Asp Isotopes Inc. | 0.05% | 10,000 | $44K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -4.2% | 10.23% | −0.79 |
| DFAW Dimensional World Eqty ETF | Sold out | 0.00% | −0.24 |
| DFAU Dimensional US Core Equity M | Reduce -6.8% | 0.60% | −0.08 |
| GMED Globus Medical Inc. Class A | Reduce -0.0% | 2.04% | −0.06 |
| DISV Dimensional International SM | Reduce -12.8% | 0.27% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -3.2% | 2.95% | −0.03 |
| DFEM Dimensional Emrg MRKT Core | Reduce -4.8% | 0.56% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.8% | 2.20% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -0.6% | 1.34% | +0.04 |
| DFAT Dimensional US Target Value | Reduce -1.8% | 5.01% | +0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAS Dimensional US Small Cap ETF | Add +4.7% | 9.42% | +0.49 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.25% | +0.25 |
| DFSU Dimensional US Sus CORE1 ETF | Add +9.8% | 7.09% | +0.17 |
| DFAI Dimensional International Co. | Add +2.6% | 4.11% | +0.14 |
| DUSB Dimension Ultrashort Fi ETF | Add +7.5% | 2.05% | +0.12 |
| DFIV Dimensional International Va | Add +0.0% | 2.72% | +0.11 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +7.5% | 2.09% | +0.11 |
| DGCB Dimensional Global Credit | Add +7.2% | 2.09% | +0.11 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +6.3% | 2.38% | +0.11 |
| DFAR Dimensional US Real Est ETF | Add +4.7% | 1.62% | +0.10 |
| DFIS Dimensional International SM | Add +1.9% | 3.28% | +0.09 |
| DFSI Dimensional Int Sus COR1 ETF | Add +5.4% | 2.29% | +0.07 |
| DFCF Dimensional Core Fixed Inc. | Add +4.7% | 2.37% | +0.06 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +4.8% | 1.00% | +0.05 |
| DFIP Dimensional Inflation-Protec | Add +2.7% | 2.82% | +0.05 |
| ASPI Asp Isotopes Inc. | New | 0.05% | +0.05 |
| DFNM Dimensional National Muni BD | Add +3.4% | 2.19% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +10.2% | 0.34% | +0.03 |
| DFSD Dimensional Short Duration | Add +2.4% | 2.99% | +0.03 |
| AMZN Amazon.com Inc. | Add +5.8% | 0.28% | −0.02 |
| AAPL Apple Inc. | Add +1.1% | 0.38% | −0.03 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +22.1% | 0.61% | −0.04 |
| DUHP Dimensional US High Profi Et | Add +0.0% | 1.35% | −0.07 |
| ETH Grayscale Ethereum Staking M | Add +14.2% | 0.43% | −0.11 |
| BITB Bitwise Bitcoin ETF | Add +13.9% | 0.89% | −0.13 |
| IBIT iShares Bitcoin Trust ETF | Add +9.4% | 0.72% | −0.14 |
| DFUS Dimensional US Eq MKT ETF | Add +3.6% | 16.42% | −0.37 |