Broadhurst Jeffrey B Top Holdings and 13F Report (2026)

About Broadhurst Jeffrey B

Investment Activity

Broadhurst Jeffrey B has $97.57 million in total holdings as of December 31, 2025.
Broadhurst Jeffrey B owns shares of 41 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 3.61% of the portfolio was purchased this quarter.
About 1.04% of the portfolio was sold this quarter.
This quarter, Broadhurst Jeffrey B has purchased 40 new stocks and bought additional shares in 25 stocks.
Broadhurst Jeffrey B sold shares of 9 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Dimensional U.S. Equity ETF: $16,026,264
Dimensional U.S. Core Equity 2 ETF: $9,980,266
Dimensional U.S. Small Cap ETF: $9,191,091
Dimensional US Sustainability Core 1 ETF: $6,913,386
Dimensional U.S. Targeted Value ETF: $4,884,140

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing: $241,543 Holding
00218A105 - ASP Isotopes: $44,200 Holding

Largest Purchases this Quarter

Dimensional US Sustainability Core 1 ETF: 14,999 shares (about $616.31K)
Dimensional U.S. Equity ETF: 7,937 shares (about $562.81K)
Dimensional U.S. Small Cap ETF: 5,843 shares (about $415.61K)
Taiwan Semiconductor Manufacturing: 715 shares (about $241.54K)
Dimensional International Core Fixed Income ETF: 2,705 shares (about $141.88K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 11,190 shares (about $434.84K)
Dimensional World ex U.S. Core Equity 2 ETF: 2,811 shares (about $95.49K)
Dimensional U.S. Targeted Value ETF: 1,456 shares (about $90.93K)
Dimensional US Core Equity Market ETF: 950 shares (about $42.86K)
Dimensional International Small Cap Value ETF: 1,000 shares (about $39.44K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFUS Dimensional U.S. Equity ETF	$16,026,264	$562,811 â–²	3.6%	226,009	16.4%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$9,980,266	$434,844 â–¼	-4.2%	256,826	10.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$9,191,091	$415,614 â–²	4.7%	129,215	9.4%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$6,913,386	$616,308 â–²	9.8%	168,250	7.1%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$4,884,140	$90,927 â–¼	-1.8%	78,209	5.0%	ETF
DFAI Dimensional International Core Equity Market ETF	$4,009,771	$103,439 â–²	2.6%	102,920	4.1%	ETF
DFIS Dimensional International Small Cap ETF	$3,197,327	$59,697 â–²	1.9%	94,961	3.3%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$2,917,438	$68,708 â–²	2.4%	60,932	3.0%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$2,878,081	$95,490 â–¼	-3.2%	84,724	2.9%	ETF
DFIP Dimensional Inflation-Protected Securities ETF	$2,752,141	$72,760 â–²	2.7%	65,967	2.8%	ETF
DFIV Dimensional International Value ETF	$2,650,701	$317 â–²	0.0%	50,222	2.7%	ETF
DFSB Dimensional Global Sustainability Fixed Income ETF	$2,321,631	$136,755 â–²	6.3%	44,869	2.4%	ETF
DFCF Dimensional Core Fixed Income ETF	$2,309,008	$103,312 â–²	4.7%	54,690	2.4%	ETF
DFSI Dimensional International Sustainability Core 1 ETF	$2,238,482	$114,990 â–²	5.4%	52,794	2.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$2,146,710	$39,277 â–¼	-1.8%	63,400	2.2%	ETF
DFNM Dimensional National Municipal Bond ETF	$2,138,437	$70,265 â–²	3.4%	44,616	2.2%	ETF
Dimensional Global Credit ETF	$2,041,319	$136,366 â–²	7.2%	37,708	2.1%	GLOBAL CR ETF
Dimensional International Core Fixed Income ETF	$2,036,396	$141,879 â–²	7.5%	38,825	2.1%	DIMENSIONAL INTE
Dimensional Ultrashort Fixed Income ETF	$1,998,474	$138,843 â–²	7.5%	39,410	2.0%	ULTRASHORT FIXED
GMED Globus Medical	$1,986,249	$431 â–¼	0.0%	23,053	2.0%	Medical
DFAR Dimensional US Real Estate ETF	$1,577,894	$70,737 â–²	4.7%	66,719	1.6%	ETF
DUHP Dimensional US High Profitability ETF	$1,315,457	$184 â–²	0.0%	35,785	1.3%	ETF
DFSV Dimensional US Small Cap Value ETF	$1,312,050		0.0%	37,444	1.3%	ETF
DEHP Dimensional Emerging Markets High Profitability ETF	$1,303,027	$7,772 â–¼	-0.6%	38,563	1.3%	ETF
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$974,475	$44,785 â–²	4.8%	22,999	1.0%	ETF
Bitwise Bitcoin ETF	$867,508	$105,940 â–²	13.9%	23,567	0.9%	SHS BEN INT
iShares Bitcoin Trust	$701,873	$60,513 â–²	9.4%	18,268	0.7%	SHS BEN INT
ARK 21Shares Bitcoin ETF	$598,049	$108,243 â–²	22.1%	26,592	0.6%	SHS BEN INT
DFAU Dimensional US Core Equity Market ETF	$587,909	$42,864 â–¼	-6.8%	13,030	0.6%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$542,202	$27,640 â–¼	-4.9%	15,693	0.6%	ETF
Grayscale Ethereum Staking Mini ETF Shares	$421,397	$52,253 â–²	14.2%	21,218	0.4%	SHS NEW
SNPS Synopsys	$414,142		0.0%	1,045	0.4%	Computer and Technology
AAPL Apple	$373,868	$4,061 â–²	1.1%	1,473	0.4%	Computer and Technology
Fidelity Wise Origin Bitcoin Fund	$365,000		0.0%	6,183	0.4%	SHS
DFGR Dimensional Global Real Estate ETF	$327,877	$30,276 â–²	10.2%	12,335	0.3%	ETF
AMZN Amazon.com	$268,291	$14,789 â–²	5.8%	1,288	0.3%	Retail/Wholesale
DISV Dimensional International Small Cap Value ETF	$267,503	$39,437 â–¼	-12.8%	6,783	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$241,543	$241,543 â–²	New Holding	715	0.2%	Computer and Technology
Dimensional US Core Equity 1 ETF	$230,663		0.0%	3,200	0.2%	US CORE EQUITY 1
SPY SPDR S&P 500 ETF Trust	$220,465		0.0%	339	0.2%	Finance
ASPI ASP Isotopes	$44,200	$44,200 â–²	New Holding	10,000	0.0%	Basic Materials
Dimensional World Equity ETF	$0	$231,276 â–¼	-100.0%	0	0.0%	WORLD EQUITY ETF

Showing largest 100 holdings. View all holdings.

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Broadhurst Jeffrey B Top Holdings and 13F Report (2026)

About Broadhurst Jeffrey B

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Broadhurst Jeffrey B Top Holdings and 13F Report (2026)

About Broadhurst Jeffrey B

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBroadhurst Jeffrey B

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools